Legal
Privacy Policy
How Pathway Estate Planning Limited collects, uses, stores and protects personal information.
Last updated: 01/07/26
Pathway Estate Planning Limited is committed to protecting and respecting your privacy.
1. Introduction
Pathway Estate Planning Limited ("we", "our", "us") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information when you visit our website, contact us, or use our estate planning services.
We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable data protection legislation.
2. Who We Are
If you have any questions regarding this Privacy Policy or how we handle your personal information, please contact us using the details above.
- Company Name: Pathway Estate Planning Limited
- Registered Office: Justa House 204-208 Holbrook Lane Coventry CV6 4DD
- Telephone: 01926 351 697
- Email: info@pathwayestateplanning.co.uk
3. The Personal Information We Collect
Depending on your interaction with us, we may collect:
- Full name
- Postal address
- Email address
- Telephone number
- Date of birth
- Marital or civil partnership status
- Details of your spouse, partner, children or other beneficiaries
- Financial information relevant to estate planning
- Property ownership information
- Information relating to your assets and liabilities
- Details of executors, trustees, attorneys and guardians
- Identification documents required for anti-money laundering checks
- Copies of passports or driving licences where legally required
- Proof of address documents
- Signed Terms of Business
- Communications between you and us
- Website usage information, including IP address, browser type and pages visited
4. Special Category Data
In certain circumstances, estate planning may involve processing limited special category personal data where necessary and lawful. This may include information that is relevant to preparing your legal documents or carrying out your instructions.
Where such information is processed, we will do so only where a lawful basis and an appropriate condition under UK data protection law applies.
5. How We Collect Your Information
We may collect information when you:
- Complete an online enquiry form
- Contact us by telephone
- Send us an email
- Book an appointment
- Complete client questionnaires / fact find forms
- Attend meetings
- Provide identification documents
- Instruct us to prepare legal documents
- Visit our website
- Are referred to us by another professional, where appropriate
6. How We Use Your Information
We use your information to:
- Respond to enquiries
- Provide estate planning advice and services
- Prepare wills
- Prepare lasting powers of attorney
- Prepare trusts
- Verify your identity
- Carry out anti-money laundering checks
- Comply with legal and regulatory obligations
- Manage appointments
- Maintain accurate records
- Improve our services
- Deal with complaints
- Send marketing communications where you have consented
- Refer you onto a trusted professional for other services that we do not provide concerning your estate planning, where you confirm you would benefit from this
7. Lawful Bases for Processing
We rely on one or more of the following lawful bases:
- Performance of a contract
- Compliance with legal obligations
- Legitimate interests
- Consent, for marketing and certain optional communications
8. Anti-Money Laundering
Where required by law, we may verify your identity and retain copies of identification documents in order to comply with anti-money laundering legislation.
Failure to provide requested identification may prevent us from acting on your behalf.
10. Website Analytics and Cookies
- Remember your preferences
- Improve website functionality
- Analyse website traffic
- Improve website performance
11. Marketing
If you have consented, we may send you information about our services.
You may unsubscribe from marketing communications at any time by contacting us or using the unsubscribe link contained within marketing emails.
12. How We Store Your Information
We take appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, misuse, alteration, disclosure and destruction.
These measures include secure IT systems, password protection, encrypted storage where appropriate, and restricted staff access.
13. International Transfers
Where personal information is transferred outside the United Kingdom, we will ensure that appropriate safeguards are in place in accordance with UK data protection law.
14. How Long We Keep Your Information
We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including compliance with legal, regulatory, accounting and anti-money laundering obligations.
Retention periods may vary depending on the services provided and applicable legal requirements. Once information is no longer required, it will be securely deleted or destroyed.
15. Your Rights
You have the right to:
- Request access to your personal information
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information where applicable
- Request restriction of processing
- Object to certain types of processing
- Request transfer of your data where applicable
- Withdraw consent where processing is based on consent
16. Data Security
We are committed to maintaining appropriate security measures to protect all personal information entrusted to us.
Our staff and any authorised contractors are required to keep your information confidential.
17. Third-Party Websites
Our website may contain links to external websites. We are not responsible for the privacy practices or content of third-party websites. We encourage you to read their privacy policies before providing any personal information.
18. Children's Privacy
Our services are intended for adults. We do not knowingly collect personal information from children through our website.
19. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in legislation, our services or our business operations.
The latest version will always be published on our website.
20. Contact Us
If you have any questions about this Privacy Policy or the way we process your personal information, please contact us.
21. Complaints
If you are unhappy with how we have handled your personal information, we would appreciate the opportunity to resolve your concerns in the first instance. Please see our contact details below for all complaints. We will respond to you within 30 working days.
You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's independent authority responsible for data protection.
- Pathway Estate Planning Limited
- Emailing us: info@pathwayestateplanning.co.uk
- Calling us: 01926 351 697
- Writing to us: 44 Oxford Street Royal Leamington Spa CV32 4RA
- ICO website: https://ico.org.uk/
- ICO telephone: 0303 123 1113
Privacy
Need to ask us about your information?
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