Our Privacy Policy
Last Updated: 28 November 2025
Wills, Tax & Trusts Ltd. ("we", "us", or "our") is committed to protecting your privacy and handling your personal data responsibly.
This Privacy Policy explains how we collect, use, and safeguard your personal information when you interact with us - whether through our website or in the course of our business activities.
We recommend reviewing this Privacy Policy regularly, as we may update it periodically to reflect changes in law, regulation, or business practices.
1. Who We Are
Wills, Tax & Trusts Ltd.
Registered in England & Wales I Company Number 10578983
Registered Office 3 Trinity Court, Molly Millars Lane, Wokingham, Berkshire, RG41 2PY
2. Information We Collect
We may collect and process the following personal data when you interact with our website, complete forms, or use our services:
• Full name
• Email address
• Telephone number
• Company name or professional title (if applicable)
• Any additional information you voluntarily provide via contact forms or questionnaires
We also collect certain technical data through cookies (see Section 6 below).
3. Lawful Basis for Processing
We process personal data in accordance with the UK GDPR and the Data Protection Act 2018 based on the following lawful grounds:
• Consent - for sending marketing communications or when required for specific requests.
• Legitimate Interests - to respond to enquiries, improve services, and maintain website functionality.
• Legal Obligation - where processing is necessary to comply with legal or regulatory requirements.
4. How We Use Your Information
Your data is used for the following purposes:
• Responding to your enquiries or service requests.
• Sending educational or promotional communications (only with your consent).
• Improving our website and services through usage analysis.
• Ensuring website functionality and security.
5. Marketing Communications
If you opt in to receive updates or complete one of our questionnaires, we may send you relevant information regarding estate planning, inheritance tax, or business succession solutions.
You may opt out at any time by:
• Clicking "Unsubscribe" in any email.
• Contacting us directly at enquiries@willstaxandtrusts.com
6. Cookies & Analytics
We use cookies to enhance your browsing experience, personalise features, and analyse website traffic.
Types of Cookies We Use:
• Strictly Necessary Cookies - essential for site functionality.
• Functionality Cookies - remember your preferences and settings.
• Analytics Cookies (e.g. Google Analytics) - collect anonymous usage data.
• Marketing Cookies - support targeted advertising (if used).
You can manage your cookie preferences via your browser settings or by using the cookie banner upon first visit.
For more on managing cookies, visit:
https://allaboutcookies.org/ or https://www.aboutcookies.org/
7. Email Tracking
Some emails, such as those related to questionnaires, may contain tracking pixels to measure engagement (e.g., whether an email is opened or a link is clicked).
We use this information to improve our communications. You can opt out at any time by unsubscribing.
8. Data Sharing
We do not sell or lease your personal data.
We may share data with trusted service providers (e.g., email platforms, analytics providers) who assist us in delivering our services. These third parties are bound by confidentiality and data protection agreements.
Your data is currently stored and processed within the UK. Should international transfer be required in the future, we will implement appropriate safeguards in accordance with UK GDPR.
9. Data Security
We take data security seriously and implement appropriate technical and organisational measures to protect your personal data, including:
•SSL encryption (HTTPS)
• Role-based access controls
• Firewalls and secure servers
• Regular data audits and encrypted backups
10. Data Retention
We retain personal data only for as long as necessary to fulfil the purpose described in this policy or as required by legal, regulatory, or contractual obligations.
• Contact form submissions and email - retained for up to 6 years.
•Marketing data - retained until you unsubscribe or withdraw consent.
11. Your Rights
Under UK Data Protection laws, you have the following rights:
• Access - to the personal data we hold about you.
• Correction - of inaccurate or incomplete information.
• Erasure - request deletion of your personal data.
• Restriction/Objection - to processing in certain circumstances.
• Withdraw Consent - where processing is based on consent.
• Complain - to the Information Commissioner's Office (ICO).
To exercise any of these rights, please contact us at
12. Complaints or Concerns
If you have concerns about how we handle your data, you can contact the Information Commissioner's Office (ICO):
Address: Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Phone: 0303 123 1113
Email: casework@ico.org.uk
Website: www.ico.org.uk
© 2025 Wills, Tax & Trusts Ltd. All rights reserved.