Will Trust and Protect

Combined Privacy & Cookie Notice

Last updated: 22nd September 2026.

1. Who We Are

Will Trust and Protect Ltd. (“we”, “us”, “our”) provides Estate Planning Services

We act as the Data Controller for personal information you provide to us.

2. The Data We Collect

A. Identity Data

• Name
• Date of birth
• Marital status
• Identification documents (where required for mortgage applications)

B. Contact Data

• Address
• Email
• Telephone number

C. Protection Data

• Property details
• Family circumstances

D. Technical Data

• IP address
• Browser type
• Device information
• Website usage data

E. Communication Data

• Emails
• Call notes
• Enquiry forms

3. How We Collect Your Data

We collect data:

• Directly from you (forms, calls, meetings)
• Through our website
• Through third‑party service providers (land registry etc)

4. How We Use Your Data

We use your data to:

• Respond to enquiries
• Maintain client records
• Improve website performance
• Comply with regulatory and legal obligations

5. Lawful Basis for Processing

• Contract: To provide best advice on Estate Planning, and related services
• Legal obligation: record‑keeping.
• Consent: Marketing communications and non‑essential cookies.
• Legitimate interests: Website analytics, business operations, responding to enquiries.

6. Sharing Your Data

We may share your data with:

• Third Party trusted service providers
• IT and website service providers
• Regulators or authorities where legally required

We never sell your data.

7. International Transfers

If any service providers store data outside the UK, we ensure appropriate safeguards such as UK GDPR‑approved mechanisms.

8. Data Retention

A. Purpose
This policy outlines how our firm manages, stores, and disposes of client records and documents, ensuring compliance with applicable laws, professional standards, and the long-term nature of estate planning services.

B. Scope
Applies to all physical and digital records created, received, or maintained by the firm, including:

• Wills and codicils
• Trust deeds and related documentation
• Lasting Powers of Attorney (LPAs)
• Probate files
• Client correspondence and advice notes
• Identification and verification records (KYC/AML)

C. Principles
We retain records:

• For as long as necessary to fulfil our contractual obligations and legal duties.
• In accordance with statutory requirements and professional guidance from The Law Society and the Information Commissioner’s Office (ICO).
• Securely, ensuring confidentiality, integrity, and accessibility.

D. Retention Periods

Document Type	Retention Period	Rationale
Wills & Codicils	Indefinitely	May be required decades after creation; essential for probate.
Trust Deeds	Indefinitely	Trusts may operate for generations; legal reference needed.
LPAs	Indefinitely	Valid until revoked or donor’s death; may be needed urgently.
Probate Files	Minimum 12 years after estate closure	Limitation periods for claims; historical reference.
Client Correspondence	Minimum 12 years	Supports advice history and dispute resolution.
KYC/AML Records	Minimum 5 years after relationship ends	Required under AML regulations.

E. Storage & Security

• Physical records stored in fire-resistant, access-controlled archives.
• Digital records stored in encrypted systems with regular backups.
• Access restricted to authorised personnel only.

F. Disposal
When retention periods expire (except indefinite records), documents will be securely destroyed:

• Physical: Shredding or incineration.
• Digital: Permanent deletion from all systems and backups.

G. Review & Updates
This policy will be reviewed annually or when legislation changes.

H. Client Rights
Clients may request access to their records or request deletion where legally permissible. Requests will be handled in accordance with GDPR and other applicable laws.

Your Rights

You have the right to:

• Access your data
• Correct inaccurate data
• Request deletion
• Restrict processing
• Object to processing
• Withdraw consent
• Data portability
• Complain to the ICO

How We Protect Your Data

We use:

• Secure servers
• Encryption
• Access controls
• Regular security reviews
• GDPR‑compliant processes

Cookies

What Are Cookies?

Cookies are small text files stored on your device when you visit our website. They help us improve your browsing experience and understand how visitors use our site.

Types of Cookies We Use

Strictly Necessary Cookies

Required for the website to function. Examples:

• Session cookies
• Security cookies

These do not require consent.

Performance & Analytics Cookies

Used to understand how visitors use our site. Examples:

• Google Analytics cookies

These require consent.

Functionality Cookies

Used to remember preferences (e.g., device type). Require consent.

Marketing Cookies

Used to measure advertising performance. Require consent.

Cookie Consent

When you visit our website, you will see a cookie banner allowing you to:

• Accept all cookies
• Reject non‑essential cookies
• Manage preferences

Managing Cookies

You can change your cookie settings at any time via:

• Our cookie banner
• Your browser settings
• Clearing stored cookies

Third‑Party Cookies

Some cookies are set by third parties such as:

• Google
• Facebook
• Analytics providers

We do not control these cookies directly.

Updates to This Notice

We may update this notice periodically. Changes will be posted on this page.

Privacy Statement

Will Trust & Protect Ltd. is registered with the UK Data Protection Registrar and endeavours to follow all the guidelines and rules set out in the Data Protection Act 1998.

We will not disclose your personal details to any third parties unless it is necessary to do so. On those occasions when we do need to disclose personal information, such as preparing Key Facts Illustrations for you, processing your business, or obtaining compliance and regulatory advice, we will do so on a confidential basis and in accordance with the Data Protection Act.

Privacy Policy

We have notified our processing of personal data under the Data Protection Act 1998.

We respect your personal privacy and will not use your personal information in any way that we would not accept ourselves. We have set out the following information about how we manage the personal information that we do collect.

Contact Details

If you have any comments or concerns regarding our privacy policy please contact us at info@willtrustandprotect.co.uk

What we use personal data for:
We collect personal data to enable us to identify you and to deliver personalised offers and promotions based upon your demographics and product purchase profile, and for the purposes of statistical analysis.

The information is used for system administration purposes and to form personalised profiles and demographics that we may use to improve the content of our communications to you. In order to collect customer use profiles, we may use “cookies” to store and track information about your use of Will Trust and Protect

We will use this personalised information to keep you informed of areas you may have an interest. If you would prefer not to receive communications from us, please tell us by email to info@willtrustandprotect.co.uk

What we won’t do with your personal data

We will not sell, rent or disclose your personal details to any third parties, except:

when required to do so by law
in response to a valid legal request by a law enforcement officer or government agency
when you have explicitly or implicitly given your consent

Access to personal data

Under the Data Protection Act 1998 we are entitled to charge an administration fee for answering your request of £10. All requests for copies of personal information should be made in writing accompanied by the administration charge to Will Trust and Protect Ltd., 17a High Street, Shefford, Bedfordshire SG17 5DD

Contact Us

For privacy or cookie enquiries:

Email: info@willtrustandprotect.co.uk Phone: 01462615233 Address: 17A High Street, Shefford, Bedfordshire SG175DD