Privacy Policy

We take your privacy very seriously. Please read this Privacy Policy carefully as it contains important information on who we are and how and why we collect, store, use and share your personal data.

It also explains your rights in relation to your personal data and how to contact us or supervisory authorities in the event you have a complaint.

When we use your personal data we are regulated under the UK General Data Protection Regulation (UK GDPR) and we are responsible as ‘controller’ of that personal data for the purposes of the UK GDPR. Our use of your personal data is subject to your instructions, the UK GDPR, other relevant legislation and our professional duty of confidentiality. It would be helpful to start by explaining some key terms used in this policy.

We, us, our WT Solicitors (a trading name of Wills & Trusts Legal Limited) Personal data Any information relating to an identified or identifiable individual Special category personal data Personal data revealing racial or ethnic origin, political opinions, religious beliefs, philosophical beliefs or trade union membership Genetic data Biometric data (where used for identification purposes) Data concerning health, sex life or sexual orientation

Key terms

Personal data we will collect Personal data we may collect depending on why you have instructed us Your name, address and telephone number Information to enable us to check and verify your identity, e.g. your date of birth or passport details. Your National Insurance and tax details Your bank and/or building society details Details of your spouse/partner and dependants or other family members Electronic contact details e.g. your email address and mobile phone number Information relating to the matter in which you are seeking our advice or representation Information to enable us to undertake a credit or other financial checks on you Your financial details so far as relevant to your instructions Your employment status and details including salary and benefits Your nationality and immigration status and information from related documents, such as your passport or other identification, and immigration information Details of your pension arrangements

The table below sets out the personal data we will or may collect in the course of providing legal services.

This may include special category personal data.

This personal data is required to enable us to provide legal services. If you do not provide personal data we ask for, it may delay or prevent us from providing those services. For information on why we use this personal data, see below: ‘How and why we use personal data’ and ‘How and why we use special category personal data’. Personal data we collect about you

We collect most of this information from you, direct or via our secure online client portal. However, we may also collect information: From publicly accessible sources, e.g. Companies House or HM Land Registry; Directly from a third party, e.g: From a third party with your consent, e.g: Via our website—we use cookies on our website (for more information on cookies, please see our cookie policy on our website) Via our information technology (IT) systems, including case management, document management and time recording systems- Sanctions screening providers;- Credit reference agencies;- Client due diligence providers;- Our group companies- Your bank or building society, another financial institution or advisor;- Credit reference agencies;- Consultants and other professionals we may engage in relation to your matter;- Your employer and/or trade union, professional body or pension administrators;- Your doctors, medical and occupational health professionals; How your personal data is collected

How and why we use personal data

Under data protection law, we can only use personal data if we have a proper reason for doing so, e.g: To comply with our legal and regulatory obligations; For the performance of our contract with you or to take steps at your request before entering into a contract; For our legitimate interests or those of a third party; or Where you have given consent. A legitimate interest is when we have a business or commercial reason to use personal data, so long as this is not overridden by your own rights and interests.The table below explains how we use personal data and our reasons for doing so:

What we use personal data for

To provide legal services to our clients Conducting checks to identify our clients and verify their identity Screening for financial and other sanctions or embargoes Other processing necessary to comply with professional, legal and regulatory obligations that apply to our business, e.g. under health and safety regulation or rules issued by our professional regulator

Our reasons

For the performance of our contract with our client or to take steps at our client’s request before entering into a contract
To comply with our legal and regulatory obligations
To comply with our legal and regulatory obligations Gathering and providing information required by or relating to audits, enquiries or investigations by regulatory bodies
Ensuring business policies are adhered to, e.g. policies covering security and internet use Operational reasons, such as improving efficiency, training and quality control
Ensuring the confidentiality of commercially sensitive information
To comply with our legal and regulatory obligations For our legitimate interests or those of a third party, i.e. to make sure we are following our own internal procedures so we can deliver the best service to you
For our legitimate interests or those of a third party, i.e. to be as efficient as we can so we can deliver the best service for you at the best price
For our legitimate interests or those of a third party, i.e. to protect our intellectual property and other commercially valuable information
What we use personal data for

Our reasons

Preventing unauthorised access and modifications to systems
For our legitimate interests or those of a third party, i.e. to prevent and detect criminal activity that could be damaging for us and for you
To comply with our legal and regulatory obligations
Updating and enhancing client records
For the performance of our contract with you or to take steps at your request before entering into a contract
To comply with our legal and regulatory obligations
For our legitimate interests or those of a third party, e.g. making sure that we can keep in touch with our clients about existing and new services

Statutory returns

To comply with our legal and regulatory obligations Ensuring safe working practices, staff administration and assessments
To comply with our legal and regulatory obligations For our legitimate interests or those of a third party, e.g. to make sure we are following our own internal procedures and working efficiently so we can deliver the best service to you
Marketing our services and those of selected third parties to: existing and former clients; third parties who have previously expressed an interest in our services; third parties with whom we have had no previous dealings.
For our legitimate interests or those of a third party, i.e. to promote our business to existing and former clients