Privacy Policy.

Last updated: 21 May 2026

1. Who we are

Oakwood Estate Planning Ltd (“we”, “us”, “our”) is a company registered in England and Wales, company number 10984342, with its registered office at 63 Castle Road, Southsea, Portsmouth, Hants, United Kingdom, PO5 3AY. We are the “data controller” of the personal information you provide to us.

2. How to contact us

• Email: info@oakwood-estate-planning.co.uk
• Telephone: 02392 812597
• Post: Oakwood Estate Planning, 194 Fratton Road, Portsmouth PO1 5HD

3. What information we collect

We may collect and process the following information about you:

• Identity and contact details — your name, address, postcode, email address and telephone number.
• Personal and family information you choose to share when discussing your wishes for Wills, Trusts, Lasting Powers of Attorney or Probate (for example, details of your family, beneficiaries, executors, attorneys and assets).
• Service details — notes from our consultations, the documents we draft for you and records of our correspondence.
• Website data — information collected automatically when you visit our website, such as IP address, browser type, pages viewed and basic analytics.

4. How we use your information

We use your personal data to:

• Respond to your enquiry and arrange a free consultation;
• Provide our estate planning services and prepare your documents;
• Communicate with you about your matter and any follow-up reviews;
• Meet our legal, regulatory and professional obligations;
• Improve our website and the services we offer.

5. Our lawful basis

We rely on the following lawful bases under UK GDPR:

• Contract — to take steps at your request before entering into a contract and to perform our services.
• Legitimate interests — to run our business, respond to enquiries and keep proper records.
• Legal obligation — where the law requires us to retain or disclose information.
• Consent — where you have given us specific permission, for example to send you marketing.

6. Who we share your information with

We will never sell your personal data. We may share it with trusted third parties only where necessary, including:

• The Society of Will Writers and our professional advisers and insurers;
• HM Courts & Tribunals Service and the Office of the Public Guardian where we submit documents on your behalf;
• IT and document-storage providers who help us run our business;
• Regulators or law enforcement where we are required to do so by law.

7. How long we keep your information

We keep your personal data only for as long as necessary to deliver our services and to meet our legal, regulatory and insurance obligations. Files relating to Wills, Trusts and LPAs are typically retained for the lifetime of the document plus a further period in line with professional guidance.

8. Keeping your information secure

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss or misuse. Staff and contractors are bound by strict confidentiality obligations.

9. Your rights

Under UK GDPR you have the right to:

• Access the personal data we hold about you;
• Ask us to correct inaccurate or incomplete data;
• Ask us to delete your data, where there is no good reason for us to keep it;
• Restrict or object to certain processing;
• Request a copy of your data in a portable format;
• Withdraw consent where we are relying on it.

To exercise any of these rights, please contact us using the details above. You also have the right to complain to the Information Commissioner’s Office (ico.org.uk).

10. Cookies and analytics

Our website uses a small number of essential cookies to function correctly and may use analytics tools to understand how visitors use the site. You can control cookies through your browser settings.

11. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on this page, with the date of the most recent update shown above.