Privacy Policy

1. Who We Are

Castle Family Legal ("we", "us", "our") provides estate planning, will writing, and associated legal services across England and Wales. We are registered with the Information Commissioner's Office (ICO) under registration number ZA823752.

Our data controller is Greg Stevens. If you have any questions about this policy or how we handle your data, please contact us at g.stevens@castlefamilylegal.co.uk or call 07868 588 798.

2. What Data We Collect

We may collect and process the following personal data:

• Identity data: name, title, date of birth
• Contact data: email address, phone number, postal address
• Service data: details you provide in relation to wills, trusts, powers of attorney, and other legal instructions
• Technical data: IP address, browser type, and anonymised analytics data collected via cookies
• Communication data: records of correspondence between you and Castle Family Legal

3. How We Use Your Data

We use your personal data for the following purposes:

• To provide our legal and estate planning services
• To respond to your enquiries and requests for quotes
• To send you information about our services where you have given consent
• To comply with legal and regulatory obligations
• To improve our website and services

4. Legal Basis for Processing

We process your personal data on the following legal bases:

• Contractual necessity: to perform services you have requested
• Legitimate interest: to manage our business and improve our services
• Consent: where you have opted in to receive marketing communications
• Legal obligation: to comply with applicable laws and regulations

5. How We Share Your Data

We do not sell your personal data. We may share data with:

• Trusted third-party service providers who assist in delivering our services (e.g. document storage, email communications)
• Regulatory bodies or law enforcement where required by law
• Our affiliate partners (The Mortgage Genie and The Insurance Genie) only where you have expressly consented to a referral

6. Data Retention

We retain your personal data for as long as necessary to fulfil the purposes for which it was collected. Legal documents and service records are typically retained for a minimum of 6 years after the conclusion of our engagement, in line with regulatory requirements.

7. Your Rights

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

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data (subject to legal retention requirements)
• Object to or restrict processing of your data
• Data portability
• Withdraw consent at any time

To exercise any of these rights, please contact us at g.stevens@castlefamilylegal.co.uk.

8. Cookies

Our website uses essential cookies to ensure proper functionality and anonymised analytics cookies to help us understand how visitors use the site. You can control cookie settings through your browser preferences.

9. Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or destruction. All data is transmitted securely using SSL encryption.

10. Complaints

If you are unhappy with how we have handled your personal data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):

ico.org.uk/make-a-complaint
Helpline: 0303 123 1113