Privacy Policy

Saunders & Coleman Estate Planning Last updated: 21st July 2026

Introduction

Saunders & Coleman Estate Planning, is an estate planning advisory service founded in Warrington.

Important clarification: Karen is acting as an estate planning advisor, not a solicitor. We provide expert guidance, advice and assistance with preparing wills, lasting powers of attorney, trust deeds and related documents. We are not regulated by the Solicitors Regulation Authority (SRA), and we do not provide legal representation or reserved legal activities that require a solicitor’s qualification. Where formal legal representation or court work is needed, we will refer you to a regulated legal professional.

This Privacy Policy explains how we collect, use, store and protect your personal information when you use our website or engage with our services. We comply fully with the UK GDPR, the Data Protection Act 2018, and other applicable UK privacy laws.

We respect your privacy and are committed to protecting your personal data. Your information will only be used lawfully, fairly and transparently for the purposes set out here.

Who we are

Contact details:

• Email: k.saunderscoleman@gmail.com
• Phone: 07732 795613

If you have any questions about how we use your data, please contact us using the details above.

What information we collect

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

Information you give us directly

This includes details you provide when you contact us, request information, or enquire about our services:

• Full name
• Contact details: email address, phone number, postal address
• Information relevant to your enquiry or the services you need (such as details about your estate, family, assets or wishes)
• Any other information you choose to share with us

Information we collect automatically

When you visit our website, we may collect:

• Technical information: IP address, browser type and version, time zone setting, operating system and platform
• Usage information: pages visited, links clicked, time spent on pages, and how you found our website

We do not collect special category data (such as health details, religious beliefs or biometric data) unless you voluntarily provide it, and only with your explicit consent where required by law.

How we use your information

We will only use your personal data when the law allows us to. Most commonly, we use your information in the following circumstances:

1. To provide our advisory services: To respond to your enquiries, arrange consultations, and help you prepare wills, lasting powers of attorney, trust deeds and other estate planning documents.
2. Legal and compliance reasons: To comply with legal, regulatory and professional obligations, including anti-money laundering checks and record-keeping requirements.
3. Legitimate interests: To communicate with you about our services, improve our website and service offering, and ensure we run our business efficiently — always balanced against your rights and freedoms.
4. With your consent: To send you updates or marketing communications (you may withdraw this consent at any time).

How we share your information

We never sell or rent your personal information to third parties for marketing purposes. We may share your data only when necessary:

• With trusted third parties who support our business, such as IT providers or independent legal partners — all bound by strict data protection agreements
• When required by law, for example to HMRC, courts or regulatory authorities
• To protect your vital interests, or if we are restructuring or selling our business (on condition of strict confidentiality)

How we protect your information

We use industry-standard security measures to keep your data safe, including:

• Encryption of sensitive information
• Restricted access to personal data (only staff who need it can access it)
• Regular security reviews and updates
• Secure storage and controlled disposal of data

We keep your information only for as long as needed: typically 7 years after our engagement ends (to meet legal and professional retention rules), or longer if required by law.

Your rights

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

• Access: Request a copy of the personal information we hold about you
• Rectification: Ask us to correct inaccurate or incomplete information
• Erasure: Request deletion of your data where there is no legal reason for us to keep it
• Restriction: Ask us to limit how we use your data
• Portability: Request a machine-readable copy of data you provided to us
• Objection: Object to our use of your data for legitimate interests or marketing
• Withdraw consent: Where we rely on your consent, you may withdraw it at any time

To exercise any of these rights, contact Karen at k.saunderscoleman@gmail.com. You also have the right to complain to the Information Commissioner’s Office (ICO) if you are unhappy with how we handle your data: ico.org.uk.

Cookies and website tracking

Our website uses essential cookies to ensure it works properly. We may also use analytics cookies to understand how visitors use our site — these collect anonymous data only. You can manage or disable cookies in your browser settings at any time.

Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted here with a new "last updated" date.