Our Privacy Policy
Last Updated: 28 November 2025
Wills, Tax & Trusts Ltd. is committed to handling your personal data with integrity, discretion, and full compliance with applicable data protection law. This Privacy Policy sets out clearly how we collect, use, retain, and protect your personal information, whether you have come to us as a client, professional adviser, or a visitor to our website.
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We encourage you to read this policy carefully. We may update it from time to time to reflect changes in legislation, regulation, or our own practices, and we recommend revisiting it periodically.
1. Who We Are
Wills, Tax & Trusts Ltd. I Registered in England & Wales I Company Number 10578983
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Registered Office Office 3 Trinity Court Molly Millars Lane Wokingham Berkshire RG41 2PY
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Email enquiries@willstaxandtrusts.com
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We are the data controller in respect of the personal information we collect and process. If you have any questions about how your data is handled, please do not hesitate to contact us using the details above.
2. Information We Collect
When you interact with our website, submit an enquiry, or engage with our services, we may collect and process the following personal data:
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Full name
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Email address
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Telephone number
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Company name or professional title (where applicable)
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Any additional information you choose to share with us through contact forms, questionnaires, or correspondence
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We also collect certain technical data through the use of cookies, as described in Section 6 below. We do not collect sensitive or special category data unless you choose to provide it and we have a clear lawful basis for doing so.
3. Lawful Basis for Processing
All personal data we process is handled in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. We rely on the following lawful grounds:
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Consent: where you have expressly agreed to receive marketing communications or where your consent is required for a specific purpose.
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Legitimate Interests: to respond to your enquiries, deliver, and improve our services, and maintain the security and functionality of our website, where these interests are not overridden by your rights.
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Legal Obligation: where processing is necessary to comply with our legal or regulatory responsibilities.
4. How We Use Your Information
Your personal data may be used for the following purposes:
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Responding to enquiries and service requests in a timely and considered manner.
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Sending relevant educational or professional updates, where you have given your consent.
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Analysing website usage to improve our content and the experience we offer.
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Maintaining the security and performance of our website.
We do not use your personal data for automated decision-making or profiling.
5. Marketing Communications
Where you have opted in to receive communications from us, for example, by completing one of our questionnaires or subscribing to updates, we may send you information relevant to estate planning, inheritance tax, pension decisions, or family wealth strategies. You my withdraw your consent at any time by:
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Clicking "Unsubscribe" in any email we send.
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Contacting us directly at enquiries@willstaxandtrusts.com
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We will act on any such request promptly and without question.
6. Cookies & Analytics
We use cookies to support the functionality of our website, to remember your preferences, and to understand how visitors engage with our content. The type of cookies we use include:
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Strictly Necessary Cookies: essential to the operation of the site and cannot be disabled.
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Functionality Cookies: allow the site to remember choices you have made, such as language preferences or previously entered information.
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Analytics Cookies: collect anonymised data about how users navigate the site, helping us improve its structure and content.
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Marketing Cookies: used to support relevant advertising where applicable.
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You can manage your cookie preferences at any time through your browser settings or via the cookie preference banner displayed on your first visit to the site. For further guidance on managing cookies, you may find the following resources helpful:
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7. Email Tracking
Certain emails, in particular those connected with questionnaires or follow-up communications, may include standard tracking technology to measure engagement, such as whether an email has been opened or a link followed. This information is used solely to help us improve the relevance and timing of our communications.
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You may opt out of such tracking at any time by unsubscribing from our mailing list.
8. Data Sharing
We do not sell, lease, or trade your personal data.
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We may share data on a strictly limited basis with trusted third-party service providers, such as email platforms or analytics services, who assist us in operating our website an delivering our services. All such providers are contractually bound by confidentiality obligations and data protection requirements consistent with UK GDPR.
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Your personal data is stored and processed within the United Kingdom. Should any international transfer become necessary in future, we will ensure that appropriate safeguards are in place before any such transfer takes place.
9. Data Security
We take the security of your personal data seriously. We maintain a range of technical and organisational measures designed to protect your information from unauthorised access, loss, or misuse, including:
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SSL encryption (HTTPS) across our website.
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Role-based access controls limiting staff access to personal data.
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Secure servers and firewall protection.
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Regular data audits and encrypted backups.
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Whilst no system can be guaranteed as entirely immune to breach, we continually review and strengthen our security arrangements.
10. Data Retention
We retain personal data only for as long as it necessary for the purposes described in this policy, or as required by our legal, regulatory, or contractual obligations. Our standard retention periods are as follows:
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Contact Form Submissions and Email Correspondence: retained for up to 6 years, in line with standard limitation periods for legal matters.
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Marketing Data: retained until you unsubscribe or withdraw your consent.
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Once data is no longer required, it is securely deleted or anonymised.
11. Your Rights
Under UK data protection law, you have the following rights in relation to your personal data:
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Right of Access: to request a copy of the personal data we hold about you.
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Right to Rectification: to request correction of any inaccurate or incomplete information.
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Right to Erasure: to request deletion of your personal data in certain circumstances.
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Right to Restriction or Objection: to limit or object to our processing of your data in specific situations.
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Right to Withdraw Consent: where our processing is based on your consent, you may withdraw it at any time.
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Right to Complain: to the Information Commissioner's Office (ICO) if you believe your rights have not been respected.
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To exercise any of these rights, please contact us at: ray.best@willstaxandtrusts.com
We will respond to all legitimate requests within one calendar month, in accordance with our obligations under UK GDPR.
12. Complaints or Concerns
We hope that you will feel confident in how we handle your personal data. However, if you have any concerns, you have the right to raise a complaint with the Information Commissioner's Office (ICO):
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Address: Wycliffe House Water Lane Wilmslow Cheshire SK9 5AF
Phone: 0303 123 1113
Email: casework@ico.org.uk
Website: www.ico.org.uk
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We would, of course, always welcome the opportunity to address any concerns directly before a complaint is made to the ICO.
© 2025 Wills, Tax & Trusts Ltd. All rights reserved.