Privacy policy

Last Updated: June 16, 2026

Nathan Richards Estate Planning 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 services.

Who We Are

Nathan Richards Estate Planning provides estate planning services including Wills, Lasting Powers of Attorney, Trusts, Estate Administration support and related services throughout South Wales and beyond.

If you have any questions regarding this Privacy Policy, please contact:

Nathan Richards Estate Planning

Email: nathan.richardsestateplanning@gmail.com

Telephone: 07768583221

Information We Collect

We may collect and process the following information:

Full name
Address
Email address
Telephone number
Date of birth
Information relating to your family circumstances
Information relating to your assets and estate planning requirements
Appointment details and correspondence
Information submitted through contact forms or website enquiries

We may also collect technical information such as:

IP address
Browser type
Device information
Website usage data through cookies and analytics tools

How We Use Your Information

We use your personal information to:

Respond to enquiries
Arrange appointments
Provide estate planning services
Prepare legal documentation
Communicate with you regarding your matter
Improve our website and services
Meet legal and regulatory obligations
Maintain client records

We will only use your information where we have a lawful basis to do so.

Lawful Basis for Processing

We process personal information under one or more of the following legal bases:

Performance of a contract
Compliance with legal obligations
Legitimate business interests
Your consent where required

Sharing Your Information

We will never sell your personal information.

We may share information where necessary with:

Professional service providers
Software providers used to deliver our services
Regulatory authorities where required by law
Government agencies where legally required

Any third parties processing information on our behalf are required to keep it secure and confidential.

Data Security

We take appropriate technical and organisational measures to protect personal information against unauthorised access, loss, misuse, disclosure or alteration.

While no method of electronic transmission is completely secure, we take reasonable steps to safeguard all information entrusted to us.

Data Retention

We will retain personal information only for as long as necessary to:

Provide our services
Meet legal and regulatory obligations
Resolve disputes
Maintain appropriate business records

When information is no longer required, it will be securely deleted or destroyed.

Your Rights

Under UK data protection legislation, you have the right to:

Request access to your personal information
Request correction of inaccurate information
Request deletion of information where appropriate
Restrict processing in certain circumstances
Object to processing where applicable
Request transfer of your data where legally permitted
Withdraw consent where consent has been relied upon

Requests may be submitted using the contact details above.

Cookies

Our website may use cookies and similar technologies to improve user experience and monitor website performance.

You may control cookie settings through your browser preferences.

For more information, please refer to our Cookie Policy.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites and encourage users to review their privacy policies separately.

Changes to This Policy

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

Contact

If you have any questions regarding this Privacy Policy or the way your information is handled, please contact: