Privacy Policy

Who we are

Irwin Wills and Estate Planning Ltd is the data controller responsible for your personal data.

• Company: Irwin Wills and Estate Planning Ltd, registered in England & Wales, company number 17095080
• Address: 167-169 Great Portland Street, 5th Floor, London, England, W1W 5PF
• Email: info@irwinwills.co.uk
• Phone: 03330 904 951
• Irwin Wills and Estate Planning Ltd is registered with the Information Commissioner’s Office (ICO). Our registration reference is ZC238823.

The information we collect

Depending on how you interact with us, we may collect:

• Contact details, your name, email address, phone number and postal address.
• Enquiry details, information you give us when you book a consultation or send a message.
• Estate planning information, where you become a client, the personal and family information needed to prepare your documents. This can include details about your family, your assets, your health and your wishes. Some of this is "special category" data (for example health information), which we handle with particular care.
• Website usage data, if you consent to analytics cookies, basic information about how you use our site (see Cookies below).

How we use your information, and our lawful basis

We use your information to:

• respond to your enquiries and arrange consultations (lawful basis: your consent, and steps taken at your request before entering a contract);
• provide our estate planning services and prepare your documents (lawful basis: performance of a contract);
• meet our legal and regulatory obligations, including anti-money-laundering checks and record-keeping (lawful basis: legal obligation);
• manage our business and, where relevant, tell you about services that may interest you (lawful basis: legitimate interests, and consent for marketing).

Where we process special category data (such as health information) to prepare your estate plan, we do so on the basis that it is necessary for the establishment, exercise or defence of legal claims, and with your explicit consent.

Marketing

We will only send you marketing communications if you have agreed to receive them. You can opt out at any time by contacting us at info@irwinwills.co.uk or using the unsubscribe link in our emails.

Who we share your information with

We do not sell your data. We may share it with trusted third parties only where necessary to provide our service or meet our legal obligations, for example:

• document storage or drafting providers we use to deliver our service;
• our professional body, insurers or regulators where required;
• where you ask us to, other professionals such as a financial adviser or accountant;
• law enforcement or public authorities where we are legally required to do so.

Any third parties we use are required to keep your data secure and use it only for the purposes we specify.

How long we keep your data

We keep your personal data only as long as necessary. Because estate planning documents may be relied upon many years later, and to meet our professional and legal obligations, we typically retain client files and related records for a significant period after our work is complete. Enquiry data that does not become a client matter is kept for a shorter period and then deleted. We can give you our specific retention periods on request.

How we protect your data

We use appropriate technical and organisational measures to keep your information secure and to protect it against unauthorised access, loss or misuse.

Your rights

Under UK data protection law you have the right to:

• access the personal data we hold about you;
• ask us to correct inaccurate data;
• ask us to delete your data in certain circumstances;
• object to, or ask us to restrict, our processing of your data;
• request your data in a portable format;
• withdraw consent at any time where we rely on it.

To exercise any of these rights, contact us at info@irwinwills.co.uk. We will respond within one month.

Cookies

Our website uses cookies. Essential cookies are needed for the site to work. With your consent, we also use analytics cookies (such as Google Analytics) to understand how visitors use our site so we can improve it. You can accept or reject non-essential cookies using our cookie banner, and change your choice at any time via your browser settings. You can also control cookies through your browser settings.

Complaints

If you have a concern about how we handle your data, please contact us first at info@irwinwills.co.uk and we will do our best to put things right. You also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk or on 0303 123 1113.

Changes to this policy

We may update this policy from time to time. The latest version will always be on this page, with the "last updated" date shown above.