The Legacy Expert

Peace of mind starts with a plan

Privacy Policy

‍ ‍Privacy Policy — The Legacy Expert

‍ ‍Last updated: 05/07/2026

1. Introduction

The Legacy Expert is committed to protecting your privacy and handling your personal information responsibly. This policy explains what information we collect, how we use it, and the rights you have under UK data protection law (UK GDPR and the Data Protection Act 2018).

By using this website, you agree to the practices described in this Privacy Policy.

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2. Who We Are

The Legacy Expert

Website: www.legacy-expert.com

Contact: info@legacy-expert.com

We provide general educational content on later life planning, including wills, probate, care, funerals, and related topics.

3. Information We Collect

We may collect the following types of information:

Information you provide directly

  • Your name and email address (e.g., when you submit a question or contact us).

  • Any information you include in messages or enquiries.

  • Optional details you provide when subscribing to updates.

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Information collected automatically

  • IP address and general location (city/region).

  • Device and browser type.

  • Pages visited and time spent on the site.

  • Cookies and analytics data (see Section 7).

We do not collect sensitive personal data unless you choose to share it with us.

4. How We Use Your Information

We use your information to:

  • Respond to your questions or enquiries.

  • Provide information and educational content relevant to your request.

  • Improve the website and user experience.

  • Send updates or newsletters (only if you opt in).

  • Maintain website security and performance.

We do not sell or share your personal information with third parties for marketing purposes.

5. Legal Basis for Processing

We process your personal data under the following legal bases:

  • Consent: when you submit a question, sign up for updates, or agree to cookies.

  • Legitimate interests: to improve the website, maintain security, and understand how visitors use our content.

  • Contract: when responding to enquiries you submit through the site.

6. How We Store and Protect Your Data

We take appropriate technical and organisational measures to protect your information, including secure servers, encrypted connections, and restricted access.

We retain personal data only for as long as necessary to fulfil the purposes described in this policy.

7. Cookies and Analytics

The Legacy Expert uses cookies and analytics tools to understand how visitors use the site and to improve content.

You can manage or disable cookies through your browser settings.

8. Sharing Your Information

We may share information with:

  • Trusted service providers who help operate the website (e.g., hosting, analytics).

  • Legal authorities if required by law.

We do not share personal data with advertisers or unrelated third parties.

9. Your Rights

Under UK GDPR, you have the right to:

  • Access the personal data we hold about you.

  • Request correction of inaccurate information.

  • Request deletion of your data.

  • Withdraw consent at any time.

  • Object to certain types of processing.

  • Request a copy of your data in a portable format.

To exercise any of these rights, contact us at: info@legacy-expert.com

10. Links to Other Websites

Our website may contain links to external sites. We are not responsible for the privacy practices or content of those websites.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

12. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact:

The Legacy Expert

Email: info@legacy-expert.com

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