Privacy Policy

Last updated: 29 July 2025

Wills, Tax & Trusts Ltd. ("we", "us", or "our") is committed to protecting your privacy and ensuring your personal data is handled in a safe and responsible manner. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or engage with us.

We may update this notice periodically. We recommend reviewing this page from time to time to ensure you remain informed and satisfied with any updates.

Who We Are

Wills, Tax & Trusts Ltd.

Registered in England & Wales l Company Number: 10578983

Registered Office: 128 City Road London EC1V 2NX

What Information We Collect

We may collect and process the following categories of personal data when you interact with our website, submit an enquiry, or use our services:

Name
Email Address
Telephone Number
Company or Professional Role (if provided)
Any Additional Information Submitted Through Our Contact Forms or Questionnaires

We also collect certain technical data through cookies, as described below.

Lawful Basis for Processing

We process personal data based on the following lawful bases under UK GDPR:

Consent - for email marketing or specific requests.
Legitimate Interests - to respond to your enquiries, improve our services, and manage our website.
Legal Obligation - where required to comply with applicable laws or regulations.

How We Use Your Data

We use the information we collect for the following purposes:

To respond to your enquiries or requests for information.
To send promotional or educational emails that we believe may be relevant to you (only where consent has been given).
To analyse website usage and improve our services.
To ensure the security and technical functionality of our website.

Marketing Communications

If you opt in to receive updates or complete our questionnaire, we may contact you by email with relevant estate planning information. You can opt out at any time by clicking "unsubscribe" in any marketing email or by emailing us at enquiries@willstaxandtrusts.com.

Cookies and Analytics

We use cookies to enhance your website experience, understand visitor behaviour, and support the functionality of our site.

Types of Cookies We Use:

Strictly Necessary Cookies - essential for website performance.
Functionality Cookies - remember preferences and personalise features.
Analytics Cookies (e.g. Google Analytics) - collect anonymous data on website usage.
Marketing Cookies - support targeted advertising (if applicable).

To learn more about cookies and how to manage them, visit:

www.allaboutcookies.org or www.aboutcookies.org

Cookie Preferences

When you first visit our site, you will be prompted to accept or reject non-essential cookies. You may change your cookie preferences at any time through your browser settings.

We use Google Analytics to help us understand website traffic performance. You can opt out of Google Analytics tracking by visiting:

www.support.google.com/analytics/answer/181881?hl=en

Email Tracking

Emails sent in connection our questionnaires may contain tracking pixels to help us measure engagement. This includes whether an email was opened and if links were clicked.

We use this data to improve our communications. If you prefer not to be tracked, please unsubscribe from these emails.

Data Sharing

We do not sell or lease your personal data to third parties.

However, we may share your information with trusted data processors that help us provide services (e.g. email platforms, website analytics tools), subject to appropriate confidentiality agreements.

We do not transfer your data outside the UK. If this changes, we will ensure adequate safeguards are in place under UK GDPR.

Data Security

We take appropriate technical and organisational measures to protect your personal data, including:

Secure Website Protocols (HTTPS)
Role-Based Access Controls
Encryption and Firewalls
Regular Data Audits and Backups

Data Retention

We retain personal data only as long as necessary for the purposes outlined above, or as required to meet legal, regulatory, or contractual obligations.

Contact Form Submissions and Client Emails: typically retained for up to 6 years.
Marketing Records: retained until unsubscribed or consent is withdrawn.

Your Rights

Under the UK GDPR, you have the right to:

Access the personal data we hold about you.
Request correction of inaccurate or incomplete data.
Request erasure of your data ("right to be forgotten").
Object to or restrict processing under certain conditions.
Withdraw consent at any time (where applicable).
Lodge a complaint with the UK's Information Commissioner's Office (ICO).

To exercise your rights, please contact us at ray.best@willstaxandtrusts.com.

Contacting the ICO

If you have any concerns about how we handle your personal data, you may contact:

Information Commissioner's Office (ICO)

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Phone: 0303 123 1113

Email: casework@ico.org.uk

Website: www.ico.org.uk