Privacy Policy

Last updated: March 2026

1. Who We Are

Inheritance Made Simple is a trading name. Offices in Mayfair, London and Bournemouth, Dorset. By appointment only. We are committed to protecting your privacy and handling your personal data responsibly.

2. Information We Collect

We may collect the following personal data:

Name, email address, and telephone number when you contact us or book a consultation
Information you provide in our discovery form
Website usage data through cookies and analytics

3. How We Use Your Information

We use your personal data to:

Respond to your enquiries and provide our services
Schedule and manage consultations
Send relevant service information where you have opted in
Improve our website and services

4. Data Protection

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. We are covered by Professional Indemnity Insurance (PII) to protect both our clients and our business.

5. Your Rights

Under data protection law, you have rights including:

The right to access your personal data
The right to rectification of inaccurate data
The right to erasure of your data
The right to restrict processing

6. Contact Us

If you have any questions about this privacy policy, please contact us at advice@inheritancemadesimple.com or call 01202 237367.