InHouse Wills deals with estate planning and administration, which includes creating
Wills and Lasting Power of Attorney.
We collect personal data relevant to those individuals who ask for our advice about
these topics or to draft related documents. We also gather contact information for
individuals who are part of businesses connected with us. It is important to InHouse
Wills that all this personal data is handled appropriately at all times.
Information Collection and Use
The majority of data will be collected via face-to-face meetings, but can be supplemented
by online meetings, telephones calls, emails and also information from publically
available sources such as HM Land Registry. We gather information about yourself
(the client) which will include an outline of your financial situation and a limited
view of relevant health information. We also record the decisions that you make for
drafting documents etc. We need this information in order to deliver the services
that you have contracted for us to provide.
In addition we have a legitimate interest in gathering information about your family
and friends that you need to consider as part of your planning. This includes, but
is not limited to, everyone who is mentioned in your Will or other documents that
you instruct us to create for you. It is your responsibility to ensure that you have
the consent of the people concerned to pass their information on to us. We may also
retain basic details of anyone who witnesses signatures on these documents.
We do not gather information via any website and do not undertake any automatic processing
of your data. We do not use contact information for marketing purposes, unless you
give us explicit consent; such consent can be withdrawn at any time.
We have a legitimate interest is retaining this personal data, for up to 6 years
after the death of a client. We will assume that you have passed away by the age
of 110, unless we are aware of clear indications to the contrary.
If you have contacted us but not gone beyond an initial enquiry we will retain your
information for up to a year. Contact details for individuals associated with relevant
businesses will be retained for as long as a normal business interest exists.
You have rights under Data Protection legislation, including a right to ask for information
to be erased. However that right might be restricted by our contractual or legal
obligations for the services that have been provided.
Information will be held securely, within the UK. Where a client selects a service
that needs the involvement of other professionals we will share only necessary data
with them. We will share data with other third parties only if authorised by you
or as required by law.
InHouse Wills is the trading name of Peter Wood. You can contact InHouse Wills at
93 Gynsill Lane, Anstey, Leicester, LE7 7AJ, or on the telephone at 0845 226 8581,
or via www.inhousewills.co.uk
Data Protection in the UK is looked after by the Information Commissioner’s Office.
The ICO can provide more details regarding your rights, including your rights to
complain. The ICO can be contacted at www.ico.org.uk
except with respect to any changes in its provisions in the future, which will be
in effect immediately after being posted on the www.inhousewills.co.uk website.
The InHouse services necessitate the holding of personal data about individuals.
Here is the statement of how it is treated.