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Privacy Notice

How we collect, use and protect your personal information, and the rights you have over it.

Last updated: 28 September 2026

We are committed to protecting your privacy. This Privacy Policy forms part of our legal information and sets out how we handle data which identifies you. If you have any queries concerning your personal information, please contact us. We are the data controller for the personal information you give us, and we handle it in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. You can obtain further information about data protection laws by visiting the Information Commissioner’s website.

We receive and securely store information that you enter on our website, or give us in any other way. We use your contact details to communicate with you only about the product we are advising you on, except that, where you have agreed to it or you are an existing client who has not opted out, we may occasionally send you other information we believe to be of genuine interest to you. We may contact you by post, email or telephone for these purposes. If you do not want to receive such communications we provide an opt-out option in each communication, or you can email us at info@pjhestateplanning.co.uk separately to opt out. Please note that there may be instances where it will be necessary for us to communicate with you for administrative or operational reasons relating to our service or the products you have acquired through us.

When you use this site we anonymously record the details of the pages you look at. This data is not personally identifiable; we use it to analyse the paths that customers take through our site. This helps us improve the service we provide. We use analytics and advertising services from Google to do this, and Google may process this data on our behalf. These services only run if you accept them in our cookie banner, and our Cookie Policy explains them in more detail. We never sell your personal information. The personal information we hold is stored and processed securely. Where any of our service providers process personal information outside the UK, we make sure appropriate safeguards are in place. We have internal security measures in place to protect our customer database and access to it is restricted. However, it remains your responsibility:

  • To protect against unauthorised access to your log-in details.
  • If you open more than one browser of the same type whilst using the website, to remember to close-down all browser windows when you finish.
  • If you share a computer with someone else, use someone else’s computer or use a computer provided at a public Internet access facility you should delete the browsing history and log-off the computer at the end of your session so that any personal information stored temporarily in the computer’s memory is lost.

We reserve the right to communicate such personal information as we hold to third parties which seek the disclosure of it, only if we are requested to do so by law or by a regulatory authority.

Our site contains links to other sites. We are not responsible for the privacy practices, or the content of those websites. You should read the privacy policies of every website that collects data.

As the Internet can be accessed worldwide, if you are visiting the site from outside the UK, your visit will necessarily result in the transfer of information across international borders. By visiting this site and communicating electronically with us you are consenting to these transfers.

Your rights
You have the right to ask for a copy of the personal information we hold about you, to have it corrected or deleted, to restrict or object to how we use it, and to withdraw your consent at any time. To use any of these rights, email us at info@pjhestateplanning.co.uk. We keep your personal information only for as long as we need it for the purposes above, or for as long as the law requires. If you are unhappy with how we have handled your information, please contact us first. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk.

We reserve the right to change, modify, add or remove provisions of this Privacy Policy. Any changes to this Policy will be shown here, and we recommend that you check this Policy again from time to time.

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