Privacy Policy

Effective Date: 6th May 2025

Last Updated: 6th May 2025

This Privacy Policy explains how EverLedge (“we”, “us”, or “our”) collects, uses, and protects your personal data when you use our services. We are committed to safeguarding your privacy and complying with the UK General Data Protection Regulation (UK GDPR) and Data Protection Act 2018.

1. Who We Are

We provide a platform that helps users track financial gifts that may be relevant for Inheritance Tax (IHT) purposes in the UK.

Our contact details are:

• 📧 Email: support@everledge.co.uk
• 📍 Address: EverLedge, Poppin Brands Limited, Unit 2 Northford Close, Shrivenham, Swindon, SN6 8HL

2. What Data We Collect

We may collect the following information:

• Account Information: Name, Email address, National Insurance Number, Password (encrypted).
• Gift Data You Input: Recipient name and relationship, Gift amount and date, Notes and exemption details.
• Technical Data: IP address, Browser type, Device information, Log and usage data (for improving performance and security).

3. How We Use Your Data

We use your data to:

• Provide and improve our services.
• Track and visualise your financial gifts.
• Send you reminders or notifications (if enabled).
• Manage billing (for premium plans).
• Communicate important updates or changes to our service.
• Ensure security and prevent fraud.

4. Legal Bases for Processing

We rely on the following legal grounds to process your personal data:

• Consent: When you register or opt into communications.
• Contractual necessity: To provide the service you've signed up for.
• Legitimate interests: For usage analytics and product improvement.
• Legal obligation: Where required to comply with law.

5. Data Sharing and Third Parties

We do not sell or share your personal data with third parties for marketing. We may share data with:

• Cloud service providers (e.g. database hosting, email delivery).
• Payment processors (for subscriptions).
• Analytics providers (aggregated, anonymised data only).

All third-party providers are required to comply with UK data protection laws.

6. Data Retention

We retain your account and gift data for as long as you have an active account. If you delete your account, we will:

• Permanently delete your personal and gift data within 30 days (unless legally required to retain it).

7. Your Rights

You have the right to:

• Access your data.
• Correct inaccurate data.
• Delete your data (“right to be forgotten”).
• Withdraw consent at any time.
• Object to processing or request data portability.

To exercise your rights, please email us at support@everledge.co.uk.

8. Cookies and Tracking

We use essential cookies for login and functionality, and optional cookies for analytics (only with your consent). You can manage cookie preferences via your browser or our cookie settings panel.

9. Data Security

We use secure encryption and access controls to protect your data. However, no system is 100% secure, so we encourage strong passwords and safe browsing practices.

10. Changes to This Policy

We may update this Privacy Policy. If we do, we'll notify you via email or a notice on the site. Please review it periodically.

11. Complaints

If you are concerned about our handling of your data, you can contact:

• The Information Commissioner's Office (ICO)
• Website: https://ico.org.uk
• Phone: 0303 123 1113

12. Contact Us

If you have any questions about this Privacy Policy or your data:

• 📧 Email: support@everledge.co.uk
• 📍 Address: EverLedge, Poppin Brands Limited, Unit 2 Northford Close, Shrivenham, Swindon, SN6 8HL