1. Introduction
This Privacy Notice explains how I collect, use, store, and protect your personal data. I am committed to handling your information lawfully, fairly, and transparently, in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who I Am
I am a sole trader providing Wills and Estate Planning services, including Wills, trusts, and Powers of Attorney.
Data Controller: Gary Green
Contact Email: gary@ggwills.co.uk
Contact Telephone: 07949241951
3. What Personal Data I Collect
I may collect and process the following information:
- Name, address, date of birth, and contact details
- Family and relationship information
- Financial and asset-related information
- Information relating to Wills, trusts, and estate planning needs
- Identification documents (where required
- Correspondence and notes from meetings or reviews
4. How I Use Your Data
Your data is used to:
- Provide Wills and estate planning services
- Conduct estate planning reviews
- Communicate with you regarding your enquiry or services
- Liaise with legal providers where necessary
- Meet legal, regulatory, and record-keeping obligations
5. Lawful Basis for Processing
I process personal data under the following lawful bases:
- Consent
- Performance of a contract
- Legal obligation
- Legitimate interests, where appropriate
6. Sharing Your Data
Your data will not be sold. It may be shared only with:
- Regulated legal providers involved in drafting legal documents
- Professional advisers where necessary
- Regulatory or legal authorities if required by law
All third parties are required to keep your data secure and confidential.
7. Data Storage and Security
Your data is stored securely, either electronically or in paper form, and access is restricted. I retain personal data only for as long as necessary to fulfil its purpose or meet legal requirements.
8. Your Rights
You have the right to:
- Access your personal data
- Request correction or deletion
- Withdraw consent at any time
- Object to or restrict processing
- Lodge a complaint with the Information Commissioner’s Office (ICO)
9. Contact
If you have any questions about this Privacy Notice or how your data is handled, please contact me using the details above.