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1. Introduction
Bluebond Tax Planning Ltd (“we,” “our,” or “us”) is committed to protecting and respecting your privacy.
We handle personal data with the same level of care and integrity that we apply to protecting client wealth — using it responsibly to deliver inheritance tax and estate planning insights with clarity and trust.
This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the UK General Data Protection Regulation (UK-GDPR) and the Data Protection Act 2018.
We process personal data fairly, transparently, and only for purposes that individuals would reasonably expect in the context of inheritance and wealth planning.
This policy applies to information we collect when you use our website, services, or interact with us in any way.
2. Data Controller
Bluebond Tax Planning Ltd is the data controller responsible for your personal information.
3. Information We Collect
3.1 Information You Provide
We collect information that you provide directly to us, including:
- Contact information (name, email address, phone number, postal address)
- Financial information relevant to inheritance tax planning
- Professional and employment information
- Family structure and beneficiary information
- Asset and estate information
- Communication preferences
- Any other information you choose to provide
3.2 Information We Collect Automatically
When you visit our website, we automatically collect certain information, including:
- Device and browser information
- IP address and location data
- Pages visited and time spent on pages
- Referring website addresses
- Cookie data (see our Cookie Policy for details)
3.3 Information from Third Parties
We may receive information about you from:
- Professional advisers you’ve authorized to share information
- Publicly available sources
- Service providers and business partners
4. Legal Basis for Processing
We process your personal data on the following legal bases under UK-GDPR:
- Contract Performance: To provide our inheritance tax planning services
- Consent: Where you have given specific consent for particular processing activities
- Legitimate Interests: For business operations, fraud prevention, and improving our services
- Legal Obligation: To comply with legal and regulatory requirements
We rely on consent only where it is specifically required — for example, when sending marketing communications or using optional cookies and analytics tools. Where processing is based on consent, you can withdraw it at any time.
You can: request to see what personal information we hold about you; request that we correct it; request that we transfer your data to another person; request that we delete it in certain circumstances; and object to our processing of it in certain circumstances. You also have the right to opt out of direct marketing at any time.
5. How We Use Your Information
We use your personal information for the following purposes:
- To deliver our services: Providing inheritance tax planning and wealth preservation services, conducting financial assessments and creating estate plans, and managing our client relationships
- To communicate with you: Keeping you informed about our services and responding to your enquiries
- To improve our offerings: Enhancing our website and services, and analyzing website usage and performance
- To comply with law: Meeting legal and regulatory obligations
- To protect our business: Preventing fraud and ensuring security
6. Marketing Communications
If you choose to subscribe to our newsletter or educational updates, we will use your name and email address to send occasional articles, event invitations, and insights related to inheritance tax and estate planning. You may withdraw consent at any time by clicking “unsubscribe” in any email or contacting us directly at info@bluebond.co.uk.
7. Sharing Your Information
7.1 Service Providers
We share personal data only with trusted third-party providers when it is necessary to operate our business, deliver services, or communicate with you. These include:
- IT and cloud hosting providers that securely store our systems and data.
- Professional advisers, such as legal, tax, or financial experts, engaged to assist in providing our services.
- Marketing and communication providers, but only if you have given consent to receive marketing materials or newsletters.
- Payment processors, if applicable, when you make a purchase or payment through our website.
All service providers are required by contract to handle personal data securely and in accordance with UK-GDPR.
A full list of key service providers and their data protection standards is available upon request.
A full list of key service providers and their data protection standards is available upon request.
7.2 Legal Requirements
We may disclose personal data if required by law or where we believe it is necessary to comply with legal obligations, protect our rights, or prevent fraud or crime.
- Comply with legal obligations or respond to lawful requests (e.g. HMRC or other UK authorities).
- Protect our rights, property, or safety, or that of our clients and others.
- Prevent, investigate, or respond to fraud, misuse, or criminal activity.
7.3 Business Transfers
In the event of a merger, sale, or restructuring of Bluebond Tax Planning Ltd, personal data may be transferred to a new entity under the same privacy commitments.
In the event of a merger, sale, or restructuring of Bluebond Tax Planning Ltd, personal data may be transferred to a new entity under the same privacy commitments.
8. International Data Transfers
We primarily process data within the UK. Where possible, we use UK-based or EU-based providers. If international transfers occur, we apply appropriate safeguards.
If we transfer data internationally, we ensure appropriate safeguards are in place, including:
- Standard Contractual Clauses approved by the UK authorities
- Adequacy decisions confirming the recipient country has adequate data protection
- Other lawful transfer mechanisms under UK-GDPR
9. Data Retention
We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by law. Typical retention periods include:
- Client records: up to seven years after the end of our professional relationship (for legal and tax purposes).
- Marketing information: until you withdraw consent or request deletion.
- Website analytics: up to 26 months.
- Legal documents: for statutory retention periods.
Retention periods are reviewed annually to ensure data is not kept longer than necessary.
Retention periods are reviewed annually to ensure data is not kept longer than necessary.
10. Your Data Protection Rights
Under UK-GDPR, you have the following rights:
To exercise any of these rights, please contact us at info@bluebond.co.uk
We are registered with the Information Commissioner’s Office under registration number ZA838793
11. Data Security
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These measures include:
- Encryption of data in transit and at rest
- Secure access controls and authentication
- Regular security assessments and updates
- Staff training on data protection
- Confidentiality agreements with employees and service providers
- Secure disposal of data when no longer needed
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.
We continuously review our cybersecurity measures to adapt to emerging risks and maintain the highest standards of client data protection.
Our Data Protection Contact is responsible for privacy matters. Contact them at info@bluebond.co.uk
Our Data Protection Contact is responsible for privacy matters. Contact them at info@bluebond.co.uk
12. Cookies and Tracking Technologies
We use cookies on our website. Strictly necessary cookies are set automatically to enable the site to function. Non-essential cookies — including those used by third-party tools such as Zoho CRM and analytics services — are only set with your prior consent, which you can provide or withdraw at any time through the cookie preferences tool.
13. Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
14. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on our website with a revised “Last updated” date.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on our website with a revised “Last updated” date.
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
16. Right to Lodge a Complaint
If you believe we have not handled your personal data in accordance with UK-GDPR, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK’s supervisory authority for data protection:
However, we would appreciate the opportunity to address your concerns before you approach the ICO, so please contact us first.
However, we would appreciate the opportunity to address your concerns before you approach the ICO, so please contact us first.
17. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data protection practices, please contact us:
18. Acknowledgement and Consent
By using our website, you acknowledge that you have read and understood this Privacy Policy. We rely on your consent only where legally required — for example, for marketing communications or optional analytics cookies — and you may withdraw your consent at any time by contacting us or adjusting your cookie preferences.
We may also process personal data in connection with customer due diligence checks that we carry out under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017, as a business supervised by HM Revenue & Customs for anti-money laundering purposes.
Bluebond Tax Planning Ltd is a company registered in England and Wales under company number 12365936. The company may also trade under the name ‘Bluebond’.
This Policy explains how we collect and use your personal information. Our processing of your personal data is based on the lawful bases set out in this Policy, which may include: performance of a contract with you; compliance with our legal obligations; our legitimate interests; or, where we ask you directly, your consent.”
