Privacy Policy

Effective Date: 04/12/2024

At LegacyShield, we are committed to protecting your privacy and safeguarding your personal data. This privacy policy explains how we collect, use, and protect your information when you interact with us.

LegacyShield provides wealth protection and tax efficiency services. For data protection purposes, we are a data controller under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

ICO Registration Number:  00018680232 

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

• Personal Identification Information: Name, address, email, phone number.
• Financial Information: Asset valuations, business details, and tax information.
• Professional Details: Information provided by your accountants or legal advisors.
• Technical Information: IP address, browser type, and website usage data.

We collect and process your data to:

• Provide our services, including asset protection and tax planning.
• Fulfill contractual obligations.
• Respond to inquiries and provide customer support.
• Comply with legal and regulatory requirements.

Lawful Bases for Processing:

We process your data under the following lawful bases:

• Contractual Necessity: To fulfill our agreements with you.
• Legal Obligation: To comply with UK legal and regulatory requirements.
• Consent: Where you have explicitly consented to specific uses of your data.
• Legitimate Interests: To improve our services and ensure business continuity.

We may share your data with:

• Authorized Advisors: Accountants, legal representatives, or financial advisors you engage.
• Service Providers: IT, hosting, and data storage providers.
• Regulatory Bodies: HMRC or other legal authorities when required by law.

We ensure all third parties comply with data protection laws through Data Processing Agreements.

We implement robust security measures to protect your data, including:

• Encrypted storage on secure servers.
• Access controls and authentication for authorized personnel.
• Regular audits and updates to ensure system integrity.

We retain your personal data for as long as necessary to:

• Fulfill the purposes outlined in this policy.
• Comply with legal obligations (e.g., tax reporting requirements).
• Resolve disputes and enforce agreements.

Once data is no longer needed, it will be securely deleted or anonymized.

Under the UK GDPR, you have the following rights:

• Access: Request a copy of your data.
• Correction: Rectify inaccurate or incomplete data.
• Deletion: Request the deletion of your data (subject to legal obligations).
• Restriction: Limit how your data is processed.
• Portability: Request your data in a portable format.
• Objection: Object to specific types of data processing.

To exercise these rights, please contact us at team@legacyshield.co.uk.

We store and process your data within the UK or approved jurisdictions. If data must be transferred outside these areas, we ensure compliance with UK GDPR through appropriate safeguards.

Our website uses cookies to improve your browsing experience. Cookies may collect:

• Technical data (e.g., IP address, browser type).
• Usage data (e.g., pages visited, time spent on site).

For more details, refer to our Cookie Policy.

In the event of a data breach, we will:

1. Investigate and mitigate the breach.
2. Notify the ICO within 72 hours if the breach poses a risk to your rights and freedoms.
3. Inform affected individuals if required.

We may update this policy periodically to reflect changes in our practices or legal requirements. The latest version will always be available on our website.

If you have questions about this policy or wish to exercise your rights, contact us at:

LegacyShield

Email: team@legacyshield.co.uk
Phone: N/A