Who are we?
Will Planning Solutions Ltd. is a will-writing and inheritance planning company registered in England with the company number 06466804. Our registered office is at 82 Rosebank Road Countesthorpe Leicester LE8 5QY.
The company is a member of the Institute of Professional Willwriters and is compliant with its Code of Practice, which is in turn compliant with the Consumer Codes Approval Scheme of the Chartered Trading Standards Institute.
What if you have a question?
Any questions relating to data privacy or this policy should be sent us via the Contact Us page on our website.
Maintaining data privacy and protection is a priority for Will Planning Solutions Ltd. and this policy sets out the legal basis on which any personal data that we collect from you, or that you provide to us, will be processed by us.
We are wholly committed to meeting the requirements of the General Data Protection Regulation on data privacy managed by the Information Commissioner’s Office.
What personal data do we hold?
We will only hold personal data about you that is relevant to the purpose of become a client and when you have read, understood and signed our terms of engagement you will be consenting to us holding your personal data so that we can prepare your Wills and other associated legal documents.
Personal data means
- Information you consent to provide Institute of Professional Willwriters that is required to carry out our obligations arising from any contracts entered between you and us, or potential contracts that may be in liaison between you and us.
- Information that you consent to provide by filling in forms on our website, or as part of any direct marketing or sales activities. This includes and is not limited to personal information about you such as your name, telephone contact number, geographical address/location, email address and interests.
Note: Clear consent information is supplied at point of collection to provide information on the use of data; and a record of the consent is taken at point of collection.
- If you Contact Us by telephone or in writing, we may keep a copy of your correspondence or communication.
- Details of your visits to our website and the resources that you access
If you have provided us with the personal data of another person, there is a clear requirement imposed by us for you to confirm that he/she consents to the processing of his/her personal data and that you have informed him/her of our identity as a Data Controller and the nature of the processing taking place. Records will be retained as evidence of this consent.
We will protect the confidentiality of your information in accordance with our normal data handling procedures and all legal requirements. We will not use it for any other purposes
How will we use the information we hold about you?
We use information held about you in the following ways:
Performance of a contract – We use information held about you to carry out our obligations arising from any contracts entered into between you and us; and to notify you about changes to our services.
Legitimate Interests – We use information held about you to provide you with information, products and/or services that you request from us or which we feel may interest you if relevant to the products or services currently being supplied as part of a contract with us, or in relation to a previous contract with us whereby you are happy to continue to receive such information;
Consent (Direct Marketing) – We use information held about you to provide you with information on products and/or services that you request from us, or which we feel may interest you where you have consented to be contacted for such purposes. Where consent has been provided to us, it is a recognised right that your consent can also be withdrawn. Should you wish to do this please get in touch.
Consent (Website) – to ensure that content from our Website is presented in the most effective manner for you and your device. We will not share your data with third parties for other marketing purposes unless we have your express consent to do so.
Do we share your personal data with anyone else?
There may be some rare instances where we may be required to disclose your information without your prior consent, for example:
- If we are required to do so by law, where the information is subject to disclosure pursuant to judicial or other government subpoenas, warrants, orders or for similar legal or regulatory requirements.
- If we need to do so in the interest of protecting your or someone elses safety.
Disclosure of your information
As part of our GDPR compliance obligations, we are duty bound to check when personal data may be shared with third parties to ensure that they apply the same or greater controls in terms of data protection. The use of non-disclosure agreements form part of our third-party data sharing controls
We may disclose your personal information to third parties
- in the event that we sell or buy any business or assets, in which case we may disclose your personal data to the prospective seller or buyer of such business or assets; or
- if we or substantially all of our assets are acquired by a third party, in which case personal data held by it about our customers will be one of the transferred assets; or
- if we are under a duty to disclose or share your personal data in order to comply with any legal obligation or in order to enforce or apply other agreements; or
- to protect the rights, property or safety of Will Planning Solutions Ltd., our customers or others.
Will Planning Solutions Ltd .has risk assessed where personal information may be transferred outside the EEA. As part of our own due diligence we have identified that personal data held for and by us resides in the EU. We will continue to monitor this for any 3rd party provider changes in the future. Should a requirement for data to be transferred outside of the EU in future, we will implement controls and safeguards to ensure that equal to or greater data protection measures are enforced and records retained to evidence this.
How we keep your data secure
We are committed to keeping personal data secure and take all reasonable technical and organisational measures to protect personal data from loss, misuse or alteration.
We inform and update our employees about our policies and procedures regarding confidentiality, security and privacy, and we emphasise the importance of complying with them at all times. Our security procedures are consistent with or exceed generally accepted commercial standards used to protect personal data. Employees who violate the policy will be subject to disciplinary actions, including termination of employment when appropriate. Any employee found to be in breach of the law will be reported to the relevant authorities.
We have contracts and agreements in place with all contractors or partners who provide complimentary services that you may wish to benefit from.
As a minimum these contracts and agreements require contractors and partners to keep any information we provide to them confidential; they are not permitted to use this information for any purpose other than to carry out the services they are contracted to on your behalf.