General Data Protection Policy

Family Wills Surrey gather and process your personal information in accordance with this privacy notice and in compliance with the relevant data protection regulation and laws.

Family Wills Surrey takes your privacy very seriously and will never disclose, share or sell your data without your consent; unless required to do so by law or as required in directly fulfilling it’s obligations to you the client.. We only retain your data for as long as is necessary and for the purposes specified in this notice. Where you have consented to us providing you with promotional offers and marketing, you are free to withdraw this consent at any time. The purposes and reasons for processing your personal data are detailed below, one or more of these may apply:

We do not share or disclose any of your personal information without your consent, other than for the purposes specified in this notice or where there is a legal requirement. Family Wills Surrey uses third-parties to provide certain services and business functions; however, all processors acting on our behalf only process your data in accordance with instructions from us and comply fully with the data protection laws and any other appropriate confidentiality and security measures.

Family Wills Surrey only ever retains personal information for as long as is necessary and we have strict review and retention policies in place to meet these obligations. As an example, we are required under UK tax law to keep your basic personal data (name, address, contact details) for a minimum of 6 years plus the current year, after which time it will be destroyed.

If we have prepared a Will for you, we are legally obliged to keep records of this for 7 years after your death, unless you notify us that you have made a subsequent Will with another provider.Lasting Powers of Attorney details are kept for as long as the LPA is active or cancelled by the client.

We may occasionally send you marketing information where we have assessed that it is beneficial to you as a client and in our interests. Such information will be non-intrusive and is processed on the grounds of legitimate interests

Where you have consented to us using your details for direct marketing, we will keep such data until you notify us otherwise and/or withdraw your consent.

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Family Wills Surrey is Member of the Master Guild of Will Writers.