Previous website notice dated 9 September 2026 Captured 18 October 2026 from website commit 221f26b before replacement. Historical text; see /privacy for the current version. Privacy Notice Repton Estate Planning (Wealth Catalyst Limited) Last updated: 9 September 2026 This notice explains what to expect when Wealth Catalyst Limited, trading as Repton Estate Planning, handles personal information. Contact details Email: office@reptonestateplanning.co.uk Information, purposes and collection routes Contact details and enquiry correspondence used to respond to you. Family, estate, financial and instruction information needed for agreed client work. Checked meeting notes, final documents, payment and business records. Technical and security logs produced by the website host. The public calculators run in your browser and give results without requiring contact details. Optional application analytics and report-email controls are currently disabled. An external booking is a separate interaction with that provider. A future requested report would be transactional, not marketing consent. Lawful bases and special-category information We select the Article 6 basis for each real purpose. Contract may apply where processing is necessary to take requested steps or deliver agreed work. Legitimate interests may apply to proportionate enquiry, administration or security activity after considering your rights. Consent is used only where there is a genuine, informed choice and can be withdrawn for future processing. Relevant health, religious or other special-category information about a living person requires both an Article 6 basis and an appropriate Article 9 condition. We minimise relatives' information and do not assume that one person can consent for every other living person. Service providers and international transfers Providers may process information on Repton's behalf for hosting, communications, booking or agreed client services. Their role, location, safeguards and retention depend on the actual service and account settings. We do not make unverified promises about UK-only storage, model training or immediate deletion from backups. Retention Client records are generally retained for the engagement and up to six years afterwards where needed for legal, insurance, tax or accounting purposes. Prospective-customer records are generally retained for up to one year after the last contact. Any future recording, raw transcript or AI-assisted draft requires its own approved purpose, provider, access controls and retention rule. This notice does not activate a recording or transcription process. Your rights and complaints Depending on the circumstances, you may request access, correction, erasure, restriction or portability, object to processing, or withdraw consent where consent is the basis. Please tell us if a note or draft is inaccurate so it can be checked. Contact us first using the address above; you may also complain to the ICO. Information Commissioner's Office Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF Helpline: 0303 123 1113