Privacy Policy
Privacy Policy
CHC Legal
Last Review Date: 2nd February 2026
CHC Legal is committed to protecting your privacy and handling personal data lawfully, fairly, and transparently. This Privacy Policy explains how we collect, use, store, share, and protect personal data when you engage with us or use our services.
1. Who We Are
CHC Legal is a trading style of:
CHC Consultants Ltd
Registered Office: Biz Space Atlantic Street, Broadheath, Altrincham, England, WA14 5NQ
Company Number: 15847848
Email: info@chclegal.co.uk
Website: www.chclegal.co.uk
For the purposes of UK data protection law, CHC Consultants Ltd is the Data Controller.
2. Scope of This Policy
This policy applies to:
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Prospective, current, and former clients
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Website users
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Individuals whose data is provided to us via introducers or professional advisers
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Individuals connected to trust, foundation, or estate planning structures
3. Personal Data We Collect
Depending on the nature of your engagement, we may collect and process the following categories of personal data:
a. Identity and Contact Data
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Name
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Address
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Email address
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Telephone number
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Date of birth
b. Financial, Legal, and Estate Planning Data
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Asset and liability information
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Property ownership details
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Trust, foundation, and estate structures
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Inheritance and succession intentions
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Business ownership and shareholding details
c. Special Category Data
Where necessary for planning purposes, we may process special category data, including:
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Health and capacity information
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Information relating to vulnerable persons or dependants
Such data is processed only where necessary and subject to enhanced safeguards.
d. Technical Data
Basic website usage data (see separate Cookie Policy).
4. How We Collect Personal Data
We collect personal data through:
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Direct contact with you (email, telephone, meetings, video calls)
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Website enquiry forms
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Documentation and information you provide
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Introducers and referral partners acting with your authority
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Professional advisers (e.g. accountants or lawyers), where appropriate
5. Lawful Bases for Processing
We process personal data under one or more of the following lawful bases:
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Contractual necessity – to provide planning services you request
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Legitimate interests – to operate and manage our consultancy
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Legal obligation – to comply with applicable law
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Explicit consent – particularly for special category data
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Vital interests – where safeguarding or capacity issues arise
You may withdraw consent at any time where consent is relied upon, subject to legal and practical limitations.
6. How We Use Your Data
We use personal data to:
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Provide estate, trust, and foundation planning services
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Assess suitability of structures and jurisdictions
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Draft or coordinate legal documentation
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Act as trustee, enforcer, or foundation council member, where appointed
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Liaise with third-party professionals
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Maintain client records
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Communicate with you
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Comply with legal and regulatory requirements
We do not sell personal data and do not carry out automated decision-making or profiling.
7. Acting in Fiduciary Roles
Where appointed by a client, CHC Legal may act as:
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Trustee
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Enforcer
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Protector
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Foundation council member
In such roles, we may process personal data relating to beneficiaries, founders, protectors, and other connected parties strictly in accordance with our fiduciary duties and applicable law.
8. Data Storage and Security
Client data is stored using secure systems, including:
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end-to-end encrypted cloud storage
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Microsoft OneDrive
Data may be stored on servers located inside or outside the UK and EU, depending on the service provider’s infrastructure.
We implement appropriate technical and organisational measures, including:
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Encryption
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Access controls
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Confidentiality obligations
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Restricted access on a need-to-know basis
9. Sharing Your Data with Third Parties
To deliver our services, we may share personal data with trusted third parties, including:
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External law firms
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Trust and foundation drafting providers
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Professional trustees and fiduciaries
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Accountants and tax advisers
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Offshore service providers and registries
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Banks or financial institutions (where relevant)
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Introducers and referral partners (where appropriate)
All sharing is limited to what is necessary and subject to confidentiality and data protection obligations.
10. International Transfers of Data
Estate and trust planning frequently requires engagement with non-UK and non-EU jurisdictions, including offshore trust and foundation jurisdictions.
Where personal data is transferred outside the UK or EEA, we ensure that:
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Transfers are necessary for the requested service
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Appropriate safeguards are in place (including contractual protections)
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Transfers comply with UK GDPR requirements
By engaging our services, you acknowledge that such international transfers may be required.
11. Data Retention
We retain personal data only for as long as necessary to:
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Provide services
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Fulfil fiduciary, legal, and contractual obligations
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Maintain appropriate professional records
Retention periods vary depending on the nature of the engagement. Data is securely deleted or anonymised when no longer required.
12. Your Rights
Under UK GDPR, you have the right to:
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Access your personal data
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Request rectification
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Request erasure (subject to legal limits)
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Restrict processing
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Object to processing
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Request data portability
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Withdraw consent
Requests should be made in writing using the contact details above.
13. Complaints
If you are unhappy with how we handle your data, you have the right to complain to the Information Commissioner’s Office (ICO). We encourage you to contact us first so we can attempt to resolve any concerns.
14. Changes to This Policy
We may update this Privacy Policy from time to time. The most current version will always be available on our website.
15. Contact Us
For any questions about this Privacy Policy or our data handling practices, please contact:
Email: info@chclegal.co.uk
Post: Registered Office address above