Privacy Policy

Last updated: 18 May 2026

Welcome to Together We Plan (“we”, “our”, “us”). We are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website, quizzes, estate planning services, and related enquiries.

1. Information We Collect

We may collect and process the following personal information:

• Name

• Email address

• Phone number

• Postal address

• Date of birth

• Information relating to your estate planning needs, including details provided through quizzes, assessments, forms, or consultations

• Information relating to wills, trusts, guardianship wishes, powers of attorney, beneficiaries, assets, or family circumstances where voluntarily provided

• Website usage data such as IP address, browser type, pages visited, and cookies

We only collect information necessary to provide our services and improve your experience.

2. How We Use Your Information

We use your information to:

• Respond to enquiries and provide requested services

• Deliver quiz or assessment results

• Provide estate planning guidance and related services

• Arrange consultations or referrals where requested

• Contact you regarding services relevant to your enquiry

• Improve our website and customer experience

• Comply with legal and regulatory obligations

We will only contact you for marketing purposes where you have given consent or where permitted by law.

3. We Do Not Sell Your Data

Together We Plan will never sell your personal information to third parties.

Your information is treated confidentially and handled securely at all times.

4. Sharing Your Information

We only share your information:

• With your explicit permission

• Where necessary to provide a service you have requested

• With trusted estate planning, legal, financial, or administrative partners acting on our behalf and only where relevant to your enquiry

• Where required by law or regulation

Any third parties we work with are required to keep your information secure, confidential, and compliant with applicable data protection laws.

5. Data Security

We take appropriate technical and organisational measures to protect your personal data from unauthorised access, misuse, loss, or disclosure.

While we take security seriously, no online system can be guaranteed completely secure.

6. Cookies

Our website may use cookies and similar technologies to improve functionality, analyse website traffic, and enhance user experience.

You can manage or disable cookies through your browser settings.

7. Your Rights

Under UK data protection laws, including the UK GDPR, you may have the right to:

• Access the personal data we hold about you

• Request correction of inaccurate information

• Request deletion of your data

• Withdraw consent at any time

• Object to certain processing activities

• Request transfer of your data

To exercise any of these rights, please contact us using the details below.

8. Data Retention

We only retain personal information for as long as necessary to fulfil the purposes outlined in this policy, provide requested services, or comply with legal and regulatory obligations.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external websites.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be published on this page with an updated revision date.

11. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us at enquiries@twplan.co.uk