All tailored for Before You Go Estate Planning, a UK-based estate planning business. These documents are designed to be compliant with UK GDPR and consumer regulations.

Privacy Policy

Before You Go Estate Planning Ltd

Last updated: 17th July 2025

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services. We are committed to protecting your privacy in accordance with the UK GDPR and the Data Protection Act 2018.

1. Who We Are

Integrity Enterprises (Cheshire) Ltd T/A Beforeyougo Estate Planning

Registered in England and Wales

Company No: 09161116

Registered Office: 34 Hesketh Croft, Leighton, Crewe, Cheshire CW1 4RY

Email: pete@beforeyougoep.co.uk

We act as a data controller for the personal information you provide.

2. What Information We Collect

We may collect and process the following types of personal data:

• Full name, address, and contact details
• Date of birth and National Insurance number (if required)
• Details of beneficiaries and executors
• Payment details (processed via secure third-party providers)
• Correspondence and case-related documents
• Website usage data (via cookies and analytics tools)
  
  

3. How We Use Your Data

We use your data to:

• Provide estate planning services (e.g. will writing, LPA creation)
• Respond to your enquiries and manage our relationship
• Process payments and send invoices
• Meet legal obligations
• Improve our website and services

We do not use your data for automated decision-making or profiling.

4. Legal Basis for Processing

We rely on the following lawful bases:

• Contractual obligation – to provide services you have requested
• Legal obligation – to comply with regulatory requirements
• Legitimate interest – to operate and improve our services
• Consent – where you have explicitly agreed (e.g. marketing emails)
  
  

5. Data Sharing

We may share your data with:

• Professional advisers (e.g. solicitors, accountants)
• Payment service providers
• Document storage or courier providers
• HMRC or other regulatory bodies when legally required

We never sell your data.

6. How Long We Keep Your Data

We retain personal data only as long as necessary:

• For active clients: typically 6 years after final service delivery
• For legal compliance: up to 7 years (e.g. financial records)

After that, your data is securely deleted or anonymised.

7. Your Data Protection Rights

You have the right to:

• Access your data
• Correct inaccurate data
• Request deletion (where legally permitted)
• Object to or restrict processing
• Data portability
• Lodge a complaint with the ICO: www.ico.org.uk

To exercise these rights, contact us at pete@beforeyougoep.co.uk

8. Cookies

Our website uses cookies for analytics and functionality. You can manage your preferences via your browser or our cookie banner.

9. Changes to This Policy

We may update this Privacy Policy. The latest version will always be posted here with a revised date.

Cancellation Policy

Before You Go Estate Planning Ltd

Last updated: 17th  July 2025

This policy outlines your right to cancel services with Before You Go Estate Planning Ltd under UK consumer law.

1. Your Right to Cancel

Under the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, you have a legal right to cancel a contract for services made online or over the phone within 14 calendar days from the day you agree to the service.

2. How to Cancel

To cancel, you must contact us in writing:

Email: pete@beforeyougoep.co.uk

Post: 34 Hesketh Croft, Leighton, Crewe, Cheshire CW1 4RY

You may use the following wording:

“I hereby give notice that I cancel my contract for the supply of estate planning services with Before You Go Estate Planning Ltd.”

3. Refunds

• If you cancel within 14 days and before any work has begun, you will receive a full refund.
• If you cancel after work has started, we may charge a reasonable fee for any completed work.
• If services are fully completed within 14 days and you gave express consent to begin early, you will lose the right to cancel.
  
  

4. Exceptions

You cannot cancel after the 14-day period unless otherwise agreed in writing. Refunds outside this period are discretionary and based on the progress of the work.

UK GDPR Compliance Statement

Before You Go Estate Planning Ltd is committed to full compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Our Responsibilities Under UK GDPR

As a data controller, we:

• Collect personal data lawfully, fairly, and transparently
• Limit data collection to what is necessary
• Keep data accurate and up-to-date
• Store data securely and prevent unauthorised access
• Ensure data is not kept longer than necessary
• Provide individuals with access to their data rights
  
  

2. Data Subject Rights

You are entitled to:

• Access your data (Subject Access Request)
• Rectify inaccurate or incomplete data
• Request deletion of your data
• Restrict or object to processing
• Data portability in certain cases
• Lodge a complaint with the ICO
  
  

3. Data Security

We use encryption, secure servers, access controls, and data minimisation to protect personal data.

4. Data Processors

We ensure all third-party data processors we use (e.g. payment processors, IT providers) meet UK GDPR requirements and have appropriate safeguards in place.

5. Contacting Us

To make a data request or raise a concern, contact:

Data Protection Officer

Before You Go Estate Planning Ltd

Email: pete@beforeyougoep.co.uk