Codicil Estate Planning & Consultancy

CLARITY FOR YOUR LEGACY

Privacy Policy

Privacy Policy

This Privacy Policy explains how Codicil Estate Planning & Consultancy ("we", "us", "our") collects and uses your personal information when you use our website or contact us about our services. It is written to comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Important: Codicil Estate Planning & Consultancy is an independent, unregulated estate planning consultancy. We are not a firm of solicitors and we do not provide regulated legal services. Where appropriate, we may recommend that you obtain separate legal advice from a suitably qualified solicitor.

1. Who we are and how to contact us

Codicil Estate Planning & Consultancy is an independent estate planning consultancy based in London. We work with clients in England and Wales to help them organise their estate planning affairs.

If you have any questions about this Privacy Policy or how we handle your personal data, you can contact us by email at: hello@codicilestateplanning.co.uk.

2. What personal data we collect

When you use our website contact form or otherwise get in touch with us, we may collect the following information:

  • Name
  • Email address
  • Telephone number
  • Details of your enquiry and any information you choose to include in your message

We do not intentionally collect special category data (such as health information) or information about criminal convictions through our website. Please do not include such information in your initial enquiry. If such information becomes relevant, we will explain how it will be handled at that time.

3. How we use your personal data

We use the personal data we collect for the following purposes:

  • To receive and respond to your enquiries.
  • To arrange consultations, meetings or calls with you.
  • To provide estate planning consultancy services to you if you become a client.
  • To maintain our records and manage our relationship with you.
  • To comply with legal or regulatory requirements where these apply to us.

4. Legal basis for processing your data

Under UK GDPR, we must have a legal basis for using your personal data. We rely on the following legal bases:

  • Legitimate interests: When you contact us with an enquiry, we process your personal data because we have a legitimate interest in responding to you, understanding your needs, and running and developing our business. We consider that this use is proportionate and that it does not override your rights and freedoms.
  • Performance of a contract (or steps taken before entering into a contract): When we provide estate planning services to you, we process your personal data because it is necessary to enter into and perform our agreement with you.

5. How long we keep your personal data

We keep enquiry data for no longer than 2 years from the date of your last contact with us, unless an ongoing client relationship exists or we are required to keep the information for longer by law.

If you become a client, we may need to keep certain records for longer in line with our legitimate interests and any applicable legal or tax requirements. Where this applies, we will keep your data only for as long as necessary for those purposes.

6. Who we share your data with

We do not sell your personal data and we do not share your personal data with third parties for their own marketing purposes.

Our website and contact form are hosted by WordPress.com, a service provided by Automattic. This means that when you submit an enquiry through our contact form, your information is processed and stored by Automattic as our website hosting and service provider. Automattic acts as a data processor on our behalf.

We may also share your information where required by law, to protect our legal rights, or in connection with a business reorganisation. If we ever need to share your details with another professional (for example, an independent solicitor) in order to progress your matter, we will explain this to you and seek your agreement where appropriate.

7. International transfers

Our website hosting provider, Automattic, may store or process data on servers located outside the UK and European Economic Area. Where this happens, they are responsible for ensuring that appropriate safeguards are in place to protect your personal data in line with UK data protection law.

8. Your rights under UK GDPR

You have a number of rights in relation to your personal data under UK GDPR. These include:

  • Right of access: You can ask for a copy of the personal data we hold about you.
  • Right to rectification: You can ask us to correct any inaccurate or incomplete information.
  • Right to erasure: In certain circumstances, you can ask us to delete your personal data.
  • Right to restrict processing: In certain circumstances, you can ask us to suspend the use of your personal data.
  • Right to data portability: In certain circumstances, you can ask us to transfer your personal data to you or to another organisation in a structured, commonly used and machine-readable format.
  • Right to object: You can object to our processing of your personal data where we are relying on legitimate interests as our legal basis.

These rights are not absolute and may be subject to certain exemptions. If you wish to exercise any of these rights, please contact us using the details below.

9. How to complain

If you have any concerns about how we handle your personal data, we would encourage you to contact us first so that we can try to resolve the issue.

You also have the right to make a complaint to the Information Commissioner's Office (ICO), the UK data protection regulator. You can find out how to do this and access their contact details at ico.org.uk.

10. Contact details for data queries

If you have any questions about this Privacy Policy, how we use your personal data, or if you wish to exercise your data protection rights, please contact us at:

Email: hello@codicilestateplanning.co.uk

11. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our activities, legal requirements, or guidance from regulators. Any updates will be posted on this page, and we recommend that you review it periodically.

Last updated: September 2026