Our Privacy Policy

Last Updated: 13/12/24

FirstStop Wills & Estate Planning is committed to safeguarding the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, and protect your personal data in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

By using our services or visiting our website, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our services.

1. Information We Collect

• We may collect the following types of personal data:

• Personal identification information: Name, address, email address, phone number, date of birth, and other contact details.

• Financial information: Details relating to your estate, assets, and liabilities.

• Sensitive personal data: Health information or other sensitive details, as required for estate planning.

• Website usage data: IP address, browser type, pages visited, and other analytics data.

2. How We Collect Your Data

We collect personal data in the following ways:

• Directly from you when you provide information via phone, email, post, or in person.

• Through our website, when you complete forms, subscribe to newsletters, or use online tools.

• From third parties, such as financial institutions or legal representatives, with your consent.

3. How We Use Your Data

We use your personal data for the following purposes:

• To provide wills and estate planning services.

• To communicate with you about your instructions and our services.

• To comply with legal and regulatory obligations.

• To improve our services and website.

• For marketing purposes, where you have provided explicit consent.

4. Legal Basis for Processing Your Data

We process your personal data under one or more of the following legal bases:

• Contractual necessity: To provide the services you have requested.

• Legal obligation: To comply with applicable laws and regulations.

• Legitimate interests: To manage and improve our business operations.

• Consent: Where you have given explicit consent for specific purposes.

5. Data Sharing

We may share your personal data with:

• Professional advisers, such as solicitors, accountants, or financial planners.

• Regulatory authorities or law enforcement, where required by law.

• Third-party service providers who assist us in delivering our services (e.g., IT support).

• We will never sell your personal data to third parties.

6. Data Retention

We will retain your personal data for as long as necessary to fulfil the purposes outlined in this Privacy Policy, or as required by law. Once your data is no longer required, it will be securely deleted or anonymised.

7. Your Rights

Under the UK GDPR, you have the following rights:

• Access: To request a copy of your personal data.

• Correction: To have inaccurate or incomplete data corrected.

• Erasure: To request the deletion of your data, where applicable.

• Restriction: To restrict the processing of your data under certain conditions.

• Objection: To object to the processing of your data for legitimate interests or direct marketing.

• Data portability: To receive your data in a structured, commonly used, and machine-readable format.

8. Data Security

We implement appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or misuse. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

9. Cookies

Our website uses cookies to enhance your experience and collect analytics data. You can manage your cookie preferences through your browser settings. For more details, please refer to our Cookie Policy.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites, and we encourage you to review their privacy policies.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website. We encourage you to review this policy periodically.