At Lifetime Planning Services Ltd (referred to as “we”, “us”, or “our”), we take the protection and privacy of your personal information seriously. This document outlines how we gather, utilize, and safeguard your data. It applies to the following individuals:
- Visitors to our website (WW.)
- Individuals who contact us for information
- Clients who use our legal services
By accessing our website or engaging with our services, you agree to the practices described in this policy.
Data Controller For the purposes of the Data Protection Act 2018 and UK GDPR, the data controller is:
Lifetime Planning Services Ltd. Woodland View House, 675 Leeds Road Huddersfield, West Yorkshire. HD2 1YY ICO Registration Number: A1118583
Data We Collect We may collect and process the following types of personal data:
- Information you provide directly: This may include your name, address, contact details (such as phone and email), payment information, and photographs. Data is collected through website forms, phone, email, social media, or when you provide instructions for services.
- Automatically collected data: Technical information such as IP address, browser type and version, time zone settings, browser plug-ins, operating system, platform, and website usage patterns (including clickstream data and interaction history).
- Information from third parties: Data may also come from partners, subcontractors, payment processors, analytics providers, or credit reference agencies.
Data Collection Sources Personal data may be collected from the following sources:
- Direct interactions: When you fill out forms, contact us by phone or email, attend meetings, or provide instructions.
- Website usage: Automatically collected data through cookies and analytics when you browse our site.
- Third-party sources: Data from business partners, subcontractors, or credit agencies.
- Publicly available information: Including data from public registers, online directories, social media (where lawful), the Electoral Register, and similar sources.
- Other Lifetime Planning services: Data from our other services may be combined to enhance your experience and improve communications.
Lawful Basis for Processing We process your personal data based on the following lawful grounds:
- Consent: When you complete forms or contact us directly. You may withdraw consent at any time by emailing Info.
- Legitimate Interests: We may process data where necessary for business purposes, provided it does not infringe on your rights or freedoms. This may include marketing our legal services, business management, improving service quality, handling inquiries, and maintaining security.
- Contractual Necessity: When data is required to fulfil legal service agreements (e.g., Wills, Trusts, LPAs) or to process payments.
Data Retention Personal data is retained only for as long as necessary:
- Typically, data is kept for six years after death or termination of services, in line with legal and contractual obligations, or for addressing future queries or claims.
- Data retention periods are regularly reviewed to ensure compliance.
- Once no longer needed, data is securely deleted or anonymized.
Cookies We use cookies to improve user experience and site performance. Cookies help us distinguish between users and analyse website usage.
Use of Personal Data We utilize your personal data to:
- Provide legal services and fulfil contracts
- Update you about similar services
- Deliver marketing communications (where consent is given)
- Notify you of service updates
- Enhance our website and services
- Personalize user experience
- Maintain security and prevent fraud
Data Sharing We may share data with:
- Associated companies and subsidiaries
- Service providers and partners for business operations
- Advertisers (aggregated and anonymized data)
- Analytics and search engine providers
- Credit reference agencies
Data Security and Transfers Your information is stored on secure servers. While we use third-party IT service providers, we implement safeguards when transferring data outside the UK, including:
- Transferring only to countries with adequate data protection laws
- Using Standard Contractual Clauses (SCCs) or UK International Data Transfer Agreements
- Enforcing data protection obligations through contracts
Your Rights You have the right to:
- Access your personal data
- Rectify inaccurate information
- Request data deletion when it is no longer needed
- Restrict data processing
- Obtain data in a portable format
- Object to processing, including marketing
To exercise these rights, contact us through our Data Privacy Request page or via email. We aim to respond within one month.
Complaints and Contact If you have any concerns or wish to make a complaint, please contact:
William Hofstetter at Lifetime Planning Services Ltd. Woodland View House 675 Leeds Road, Huddersfield, West Yorkshire. HD2 1YY Email: info
If you remain dissatisfied, you may also contact the Information Commissioner’s Office (ICO).
Links to Third-Party Sites Our website may include links to external sites. Please review their privacy practices as we are not responsible for their content or policies.
Policy Updates We may update this policy from time to time. Any changes will be posted on our website, and, where applicable, notified via email.
