Privacy Policy

Last updated: 12 August 2026

This policy explains what personal data AIB Estate Planning Ltd collects about you, why we collect it, how we use and protect it, and the rights you have over it. We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Who we are

AIB Estate Planning Ltd, 6 Neptune Court, Hallam Way, Blackpool, England, FY4 5LZ, is the data controller for the personal data described in this policy. You can contact our Data Privacy Manager, Andrew Brown, at the address above, by phone on 0800 048 7320, or by email at info@aibestateplanning.co.uk.

What information we collect

Contact details you give us, such as your name, address, postcode, email address and phone number.
Information you provide when enquiring about or purchasing our services, such as details about your family, home ownership and estate planning needs.
Records of our communications with you, including messages sent through our website forms and live chat.
Technical information collected through cookies and similar technologies, where you have consented to them (see the cookies section below).

How and why we use your information

We use your personal data on the following legal bases:

To respond to your enquiries and provide our products and services to you (performance of a contract, or steps taken at your request before entering a contract).
To keep records, manage our business and prevent fraud (our legitimate interests).
To send you marketing about products and services we think may interest you, where permitted. You can opt out at any time by contacting us or using the unsubscribe option in any message.
To measure advertising and improve our website, where you have given consent through our cookie banner (consent).
To meet our legal and regulatory obligations (legal obligation).

Who we share your information with

Trusted service providers who carry out work on our behalf, such as document preparation, IT and communications providers. They may only use your data on our instructions and must keep it secure.
The local solicitor practice we work with, where your matter requires it and you have asked us to proceed.
Regulators, law enforcement or other bodies where the law requires it.

We do not sell your personal data.

Cookies and similar technologies

Essential cookies make the website work and are always on. Non-essential cookies are used only if you accept them through the cookie banner shown on your first visit. If you accept, we load the following third party services:

Google Ads conversion tracking, which helps us measure the effectiveness of our advertising.
Meta (Facebook) Pixel, which helps us measure and improve our advertising on Meta platforms.
Leadsy.ai (Instantly) visitor-identification pixel, which is loaded on the /partners page after cookie consent to identify business visitors for partnership follow-up and may remain active for the rest of that browsing session; data is shared with Leadsy.ai/Instantly as a third party.
Tawk.to live chat, which provides the chat widget so you can message us directly from the website.

If you decline, none of these services are loaded and the website continues to work normally, though live chat will not be available. You can change your choice at any time using the link in the footer of any page.

How long we keep your information

We keep personal data only for as long as we need it for the purposes described above, and then for as long as the law or our regulatory obligations require. Records relating to estate planning documents may need to be kept for extended periods given the long-term nature of the services we provide.

Your rights

Under the UK GDPR you have the right to:

Ask for a copy of the personal data we hold about you (subject access).
Have inaccurate data corrected and incomplete data completed.
Ask us to delete your data in certain circumstances.
Ask us to restrict how we use your data in certain circumstances.
Object to processing based on our legitimate interests, and to direct marketing at any time.
Receive the data you provided to us in a portable format in certain circumstances.
Withdraw consent at any time where our processing is based on consent, without affecting the lawfulness of processing before the withdrawal.

To exercise any of these rights, contact us using the details above. We will respond within one month.

Complaints

If you are unhappy with how we have handled your personal data, please contact us first so we can try to put it right. You also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk or by phone on 0303 123 1113.

How to contact us

Andrew Brown, Data Privacy Manager, AIB Estate Planning Ltd, 6 Neptune Court, Hallam Way, Blackpool, England, FY4 5LZ. Phone: 0800 048 7320. Email: info@aibestateplanning.co.uk.