Privacy & Cookies

This page brings together the policies that govern your use of this website and how Swift Legacy Estate Planning Consultancy ("Swift Legacy", "we", "us", "our") handles your personal data. It does not cover the services we provide once you become a client, that is governed by our separate Terms of Business, provided directly to you when you give us instructions.

Privacy Policy

1. Who We Are

Swift Legacy Estate Planning Consultancy is a Will writing and estate planning business based in Nottingham, regulated by the Society of Will Writers & Estate Planning Practitioners (SWW).

Data Controller: Swift Legacy Estate Planning Consultancy
Address: Suite 536, 37 Westminster Buildings, Theatre Square, Nottingham, NG1 6LG
Email: contact@swiftlegacy.co.uk
ICO Registration Number: ZC217758

2. What Personal Data We Collect

We collect information you give us directly, for example when you enquire through our website, book a consultation, or provide instructions for a Will, LPA, Trust, or related service. This may include:

• Name, address, date of birth, and contact details
• Family circumstances (marital status, children, dependants, executors, beneficiaries)
• Financial information relevant to your estate (assets, property, approximate estate value)
• Details of existing Wills, Trusts, or Powers of Attorney
• Payment and billing details
• Technical data from your use of our website (see the Cookie Policy below)

Where you provide information about another person (e.g. a spouse, executor, or beneficiary), we ask that you have their agreement to share it with us for the purposes of preparing your documents.

3. How We Use Your Data

We use your personal data to:

• Provide advice and prepare your Will, LPA, Trust, or other estate planning documents
• Pass your instructions to our drafting and legal partners so your documents can be produced
• Arrange safe custody and registration of your signed documents
• Take payment for our services
• Respond to enquiries, complaints, and service requests
• Meet our legal and regulatory obligations as a member of the SWW
• Improve our website and services

We do not use your information for marketing unless you have separately given us consent to do so, and you may withdraw that consent at any time.

4. Who We Share Your Data With

To provide our services, we share relevant information with trusted partners acting on our instructions:

These partners only receive the information necessary to carry out their part of the service, and are required to handle it in accordance with data protection law. We do not sell your personal data to any third party. We may also disclose information where required by law, for example to regulators or law enforcement.

We are proud partners of BTWC, who provide drafting and probate services and professional indemnity insurance cover on drafting work completed by their team.

We are proud partners of WillPack, who provide back-office drafting services and professional indemnity insurance cover on drafting work completed by their team.

5. How Long We Keep Your Data

We only keep your personal data for as long as necessary, in line with our data retention policy and our legal and regulatory obligations as a Will writing business:

After the relevant period, your data is securely deleted or destroyed. You can request deletion sooner, subject to any legal or regulatory obligation we have to retain it.

6. Your Rights

Under UK GDPR, you have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate or incomplete data
• Request deletion of your data, where we are not required to keep it
• Restrict or object to certain processing
• Request a copy of your data in a portable format
• Withdraw consent at any time, where we rely on consent

To exercise any of these rights, contact us at contact@swiftlegacy.co.uk. If you are unhappy with how we have handled your data, you also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk.

7. Keeping Your Data Secure

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse, including secure storage of physical documents through our storage partner and secure handling of payment and billing information.

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Terms of Use

1. About This Website

This website is operated by Swift Legacy Estate Planning Consultancy, an estate planning consultancy regulated by the Society of Will Writers & Estate Planning Practitioners (SWW), based in Nottingham.

Address: Suite 536, 37 Westminster Buildings, Theatre Square, Nottingham, NG1 6LG
Email: contact@swiftlegacy.co.uk

2. Purpose of This Website

This website is provided for general information about Swift Legacy's services, pricing, and how to get in touch. It is not intended to provide legal advice, and nothing on this website should be relied upon as advice specific to your circumstances. Formal advice is only given once you have taken a consultation with us and instructed us to act on your behalf, at which point our Terms of Business apply.

3. Accuracy of Information

We take care to keep the information on this website accurate and up to date, including our pricing and service descriptions. However, we do not guarantee that all content is complete, current, or error-free at all times, and pricing or service details may be updated without prior notice. Where a discrepancy exists, the price and terms confirmed to you directly during your consultation will apply.

4. Intellectual Property

All content on this website, including text, graphics, logos, and design, is owned by or licensed to Swift Legacy Estate Planning Consultancy and is protected by copyright and other intellectual property laws. You may view and print pages for your own personal, non-commercial use, but may not reproduce, copy, or redistribute any content without our prior written permission.

5. Links to Other Websites

This website may contain links to third-party websites, including our service partners. We are not responsible for the content, accuracy, or practices of any linked third-party website, and including a link does not imply endorsement.

6. Limitation of Liability

To the fullest extent permitted by law, Swift Legacy Estate Planning Consultancy accepts no liability for any loss or damage arising from your use of, or inability to use, this website, or from reliance on any information contained on it. This does not affect our liability for anything which cannot legally be excluded, such as liability for death or personal injury caused by negligence.

7. Your Data

Use of this website is also subject to the Privacy Policy and Cookie Policy set out on this page.

8. Changes to These Terms

We may update these Terms of Use from time to time. Continued use of the website after changes are posted constitutes acceptance of the updated terms.

9. Governing Law

These Terms of Use are governed by the laws of England and Wales, and any disputes relating to this website shall be subject to the exclusive jurisdiction of the courts of England and Wales.

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Cookie Policy

1. What Are Cookies

Cookies are small text files placed on your device when you visit a website. They help the website function properly, remember your preferences, and understand how visitors use the site.

2. Cookies We Use

We do not use cookies for third-party advertising or to sell your data.

3. Managing Cookies

When you first visit our website, you can choose which non-essential cookies to accept via our cookie banner. You can also control or delete cookies at any time through your browser settings. Please note that disabling certain cookies may affect how parts of the website function.

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