Privacy Policy
Willinherit Ltd
Effective Date: 1st January 2025
1. Introduction
Willinherit Ltd (“we,” “us,” or “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal data when you use our website or services. It also outlines your rights under UK data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who We Are
Willinherit Ltd is a wills and estate planning company registered in England and Wales. Our registered office is:
32 Park Cross Street, Leeds, LS1 2QH
For any privacy-related queries, you can contact us at:
• Email: Halima@willinherit.co.uk
• Phone: 0113 433-3322
• Website: www.willinherit.co.uk
3. What Data We Collect
We may collect and process the following types of personal data:
• Identity Data – Name, date of birth, and gender.
• Contact Data – Address, email, and phone number.
• Financial Data – Payment details and bank account information.
• Estate Planning Data – Information about your assets, liabilities, beneficiaries, and executors.
• Technical Data – IP address, browser type, and usage information when you visit our website.
4. How We Collect Your Data
We collect data in the following ways:
• Directly from you when you fill out forms, contact us, or use our services.
• Through our website (e.g., cookies and analytics tools).
• From third-party sources (e.g., legal professionals).
5. How We Use Your Data
We use your personal data for the following purposes:
• To provide and manage our will writing and estate planning services.
• To process payments.
• To verify your identity and prevent fraud.
• To communicate with you about your estate planning needs.
• To improve our website and services.
6. Lawful Basis for Processing
Under UK GDPR, we process your personal data under the following legal bases:
• Contractual Necessity – To provide the services you request.
• Legitimate Interest – To improve our services and ensure security.
• Consent – When you agree to receive marketing communications.
7. Data Sharing and Third Parties
We may share your data with:
• Legal professionals and financial advisors involved in your estate planning.
• Service providers (e.g., IT, payment processing, and document storage providers).
• Law enforcement if required by law.
We do not sell or rent your personal data to third parties.
8. International Data Transfers
If we transfer your data outside the UK, we ensure it is protected by appropriate safeguards, such as UK adequacy regulations or Standard Contractual Clauses (SCCs).
9. Data Retention
We retain your personal data only for as long as necessary to fulfill the purposes outlined in this policy. Legal requirements may require us to keep certain data for a minimum period (e.g., six years for tax purposes).
10. Your Rights
You have the following rights under UK data protection laws:
• Access – Request a copy of your personal data.
• Rectification – Correct inaccurate or incomplete data.
• Erasure – Request deletion of your data, subject to legal obligations.
• Restriction – Limit how we use your data.
• Objection – Object to certain types of processing.
• Data Portability – Receive your data in a structured format.
• Withdraw Consent – If processing is based on consent.
To exercise your rights, contact us at Halima@willinherit.co.uk.
11. Data Security
We implement appropriate security measures to protect your personal data from loss, theft, and unauthorised access. However, no online transmission is 100% secure, so we cannot guarantee absolute security.
12. Changes to This Privacy Policy
We may update this policy from time to time. Any significant changes will be communicated via our website or direct communication.
13. Complaints
If you have concerns about how we handle your data, you can contact us at Halima@willinherit.co.uk or 0113 433-3322.
You also have the right to lodge a complaint with the UK’s data protection authority:
Information Commissioner’s Office (ICO)
Website: www.ico.org.uk
Phone: 0303 123 1113