Our privacy and data protection policy applies to all clients and is intended to comply with current regulations. Please contact us if you have any query about this policy.
Privacy & Data Protection Policy
We do not collect data (i.e. information on the basis of which a client can be identified by third parties) –
to pass on to other people, except in the normal course of the work we do for our clients in accordance with their instructions or as required by law
to send out marketing material, except for information about our services that may be sent to existing or former clients from time to time.
The bases on which we collect personal data about clients are shown in the table below, which also shows what rights a client has in relation to the data we hold
- In relation to all data we hold, Angela Davies is the data controller and processor.
- Our intended purpose in processing data is to carry out our clients’ instructions, to comply with our duty to the court, and to meet our legal and professional obligations.
- We never pass clients’ data on to anyone who might use it to try to sell their products.
- We do not collect or process special category data or criminal offence data, except that we may hold personal information relating to a person under the age of 18 who is or may be entitled under the terms of a trust.
- Each client has the right to check that the data we hold for him or her is accurate, and to correct it if necessary.
- Our records (electronic and paper files) are kept securely for 6 years and then destroyed. Files for will instructions are kept for 6 years after the death of the testator where the date of death is known (i.e. to the end of the time a claim can be made against the estate).
- We do not undertake profiling or automated decision making.
- We do not send data outside the EU except as part of work on a client file with international elements.
- As well as other recourse, each client has the right to lodge a complaint if he or she considers that the processing of his or her personal data infringes Regulations. The method for complaining is explained at: https://ico.org.uk/concerns.