Lee Wills & Estate Planning Ltd, 15 Dorset Avenue, Kent DA16 2PX
Company Registration No: 15745804
Tel: 08000 996299
www.leewillsandestateplanning.co.uk
This Privacy Policy sets out how Lee Wills & Estate Planning Ltd uses and protects any information that you give us when you visit this website and provides guidance on contacting us if anything is not right.
This Privacy Notice was last updated in September 2024.
What we collect
We may collect the following information when you contact us:
- Your name
- Contact information, including email address
- Demographic information
- Other relevant information, if supplied
Information is not stored on our website database but if you submit your details via the contact form the data is forwarded to our website email address, where it is saved so that we can respond to your enquiry.
When we collect this information, we are bound by the General Data Protection Regulation, which applies across the European Union (including the United Kingdom) and we are responsible as ‘data controller’ of that personal information for the purposes of that regulation.
How we use your information
The following privacy policy will outline how Lee Wills & Estate Planning Ltd will collect and use your data. This is done so that we can:
- Internal record keeping
- Improvement of our services
Infrequently, you may be emailed with relevant information regarding developments at Lee Wills & Estate Planning Ltd. You may unsubscribe from such emails at any time.
Why do we need to collect and store personal data?
For us to do any of the above, we must collect and store your data firstly for correspondence purposes. We will ensure that the information collected will only be used for its intended purpose and does not constitute an invasion of your privacy.
Lee Wills & Estate Planning Ltd may wish to contact you for marketing purposes; however, we would contact you for additional consent for that purpose if not already given.
Will we share your personal data with anyone else?
We may need to pass your details onto third parties who are either contracted to, or part of the Lee Wills & Estate Planning Ltd group of companies. Any third parties who we do pass your details onto are obliged to store your details securely and only process them if responding to requests on our behalf. When the time comes that they no longer require your personal data, they will dispose of this accordingly and in line with our company policy. If we wish to pass your personal data to a third party, we will only do so with your explicit consent, unless we are legally obliged to do so otherwise.
How will we use the personal data we collect about you?
Processing data constitutes as collecting, storing and using. We will process this data in accordance with the GDPR. We will do our utmost to keep your information accurate and up to date and not keep it longer than is necessary. Lee Wills & Estate Planning Ltd may issue occasional reminders to all customers to keep their contact details up to date and will update them accordingly.
Please be advised that there is information that we are required to keep in accordance with the law, such as information needed for tax and audit purposes. Personal data may be held for longer than these periods, however this will depend on the individual needs of the company.
Under what circumstances will we contact you?
We will only ever contact you when necessary, or when you have requested that we do so. We do not mean at any point to be intrusive or ask for unnecessary information. We will do our best to ensure that the information we hold is as secure as possible to minimise the risk of unauthorised access or disclosure.
Can you find out about the personal data that we hold about you?
If you want to see what personal data we hold on you and how it is processed, you may contact us to request this. This is known as a Data Subject Access Request (DSAR) and you must request this in writing (either by post or email), providing the necessary identification before any information is released. If Lee Wills & Estate Planning Ltd do store any of your personal data, you may request information on the following:
- Identity and the contact details of the person or organisation that has determined how and why to process your data. In some cases, this will be a representative in the EU.
- Contact details of the GDPR owner, where applicable.
- The purpose of the processing as well as the legal basis for processing.
- If the processing is based on the legitimate interests of Lee Wills & Estate Planning Ltd or a third party, information about those interests.
- The categories of personal data collected, stored and processed.
- Recipient(s) or categories of recipients that the data is/will be disclosed to.
- If we intend to transfer the personal data to a third country or international organisation, information about how we ensure this is done securely. The EU has approved sending personal data to some countries because they meet a minimum standard of data protection. In other cases, we will ensure there are specific measures in place to secure your information.
- How long the data will be stored.
- Details of your rights to correct, erase, restrict or object to such processing.
- Information about your right to withdraw consent at any time.
- How to lodge a complaint with the supervisory authority.
- Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.
- The source of personal data if it wasn’t collected directly from you.
- Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.
What forms of ID will you need to provide to access this?
Lee Wills & Estate Planning Ltd will accept the following forms of ID when information on your personal data is requested:
- Passport;
- Photo Driving Licence;
- Utility Bill (from the last three months);
- Notarised ID Document.
Contact details of the GDPR Owner
If you wish to submit a DSAR, or have any questions regarding this privacy statement, you must do so in writing using the following information.
Address:
Lee Wills & Estate Planning Ltd
15 Dorset Avenue, Bexley, DA16 2PX
Email:
Telephone:
08000 996299
Use of cookies on this site
To make this site simpler, small data files are placed on your computer. These are known as cookies. Most big websites do this too.
They improve things by:
- remembering settings, so you don’t have to keep re-entering them whenever you visit a new page;
- remembering information you’ve given (e.g. your postcode) so you don’t need to keep entering it;
- measuring how you use the website so we can make sure it meets your needs.
Our cookies aren’t used to identify you personally. They’re just here to make the site work better for you. Indeed, you can manage and/or delete these small files as you wish.
You can opt out of Google Analytics cookies for all sites.
To learn more about cookies and how to manage them, visit AboutCookies.org.
Links to other websites
Our website contains links to our partners, as well as other external sites. You should note, that if you click through to any of these external sites, we do not have control over that site (unless it is a website which forms part of the Lee Wills & Estate Planning Ltd Group of companies.) We cannot be responsible for the protection of any information that you provide to these other websites as they are not governed by this privacy statement. You should always exercise caution and look at the privacy statement of whichever website it is that you are visiting.
Policy Changes
Lee Wills & Estate Planning Ltd reserves the right to change this privacy policy and will post any revisions on this website. Your continued use of this website will be subject to the then-current privacy policy.