Privacy Policy

Effective Date: 24 March 2025
Company: iTrust121 Limited
Company Registration Number: 16328535
Registered Office: 85 Great Portland Street, First Floor, London, W1W 7LT

1. Introduction

This Privacy Policy explains how I Trust 121 Limited (“we”, “us”, or “our”) collects, uses, shares, and protects your personal data when you engage with our services or visit our website at https://itrust121.com.

We are committed to protecting your privacy and complying with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Who We Are

I Trust 121 Limited provides professional trust structuring services, including:

  • Discretionary and bare trusts

  • Estate and inheritance planning

  • Professional trustee services

  • Associated services under the iWill121 brand

We act as a data controller for the personal information you provide.

3. What Information We Collect

We collect the following types of personal data:

  • Identity data: name, date of birth, marital status

  • Contact data: address, email, telephone numbers

  • Financial data: asset values, policy details, account numbers

  • Family information: names and relationships of family members and beneficiaries

  • Professional contacts: advisors, accountants, or introducers you engage

  • Website data: IP address, device information, cookies (see our Cookie Policy)

4. How We Use Your Data

We process your data for the following purposes:

  • To provide trust, will, or estate planning services

  • To fulfil our contractual obligations

  • To comply with legal or regulatory requirements

  • To send service updates or administrative communications

  • To maintain internal records and ensure service quality

  • To detect fraud or comply with AML obligations

5. Legal Bases for Processing

We rely on the following lawful bases:

  • Contractual necessity – to provide the services you request

  • Legal obligation – to meet our duties under financial, tax, and compliance laws

  • Legitimate interest – in managing our business effectively

  • Consent – where you explicitly permit us (e.g. marketing)

6. Sharing Your Data

We may share your data with:

  • Our appointed legal advisors (e.g., for trust drafting or will services)

  • HMRC or regulators (e.g., for compliance or SCPO notifications)

  • Professional trustees, where required

  • Trusted service providers (e.g., CRM platforms, payment processors)

  • Affiliates who introduced you (for tracking or commission purposes)

We do not sell your data to third parties.

7. Data Storage and Security

Your data is stored on secure servers within the UK or EEA. We use strong encryption, access controls, and regular audits to protect your data.

8. How Long We Keep Your Data

We retain your personal data for as long as necessary to:

  • Fulfil our service obligations

  • Comply with legal and financial regulations

  • Maintain records for tax or audit purposes

You may request deletion in certain cases (see your rights below).

9. Your Rights

You have the following rights under UK GDPR:

  • Right to access your data

  • Right to correct inaccurate data

  • Right to request deletion (‘right to be forgotten’)

  • Right to restrict or object to processing

  • Right to data portability (where applicable)

  • Right to withdraw consent at any time

To exercise your rights, email info@itrust121.com.

10. Marketing

We may contact you with information about new services, offers, or updates. You can opt out at any time using the unsubscribe link or by contacting us directly.

11. ICO Registration

We are registered with the Information Commissioner’s Office (ICO). Our registration details will be published once confirmed.

12. Changes to This Policy

We may update this Privacy Policy occasionally. The latest version will always be available on our website with a revised effective date.

13. Contact Us

If you have questions or wish to make a data request, please contact:

Email: info@itrust121.com
Post: iTrust121 Limited, 85 Great Portland Street, First Floor, London, W1W 7LT

If you are unhappy with how we handle your data, you can complain to the ICO: https://ico.org.uk