Privacy Policy

When you contact us for a will, trust, LPA, or probate enquiry, you give us some personal information — typically your name, contact details, family situation, and basic facts about the assets involved. We need these to do the work properly.

For LPAs and probate we may collect health and medical details, or the details of someone who has died. We only collect this where it's relevant to the work you've asked us to do.

When you visit the site we collect some technical information automatically: IP address, browser, pages viewed. It helps us understand what's working and what isn't.

We use your information to answer your enquiry, carry out the work you've instructed, keep you updated, and meet our own professional and tax obligations.

We do not send marketing unless you've specifically asked us to. If you do opt in and later change your mind, you can reply 'stop' to any email or write to us at the address below.

Our legal bases for processing your data are: performance of a contract (when you instruct us), your consent (for any optional marketing), our legitimate interests (running the firm responsibly), and compliance with legal obligations (anti-money-laundering, HMRC, and record-keeping requirements).

We do not sell your data. We do not share it for third-party marketing.

In the course of your matter we may need to share information with, for example, HMRC, the Probate Registry, the Office of the Public Guardian, banks or registrars, or a specialist solicitor we refer you to. We tell you before we do.

We use trusted service providers to run email, hosting, and document storage on our behalf. They process data only on our instruction and under a data processing agreement.

You can ask us for a copy of the data we hold about you, ask us to correct mistakes, ask us to delete data where it is no longer needed, object to certain uses, and ask us to hand your data over in a portable format.

If you think we've mishandled your data, you can complain to the Information Commissioner's Office at ico.org.uk. We would prefer you to tell us first so we have a chance to put it right.

To use any of these rights, email hello@primekeywillsandtrusts.co.uk. We aim to respond within one calendar month.

This site uses a small number of cookies. Some are strictly necessary to make pages load. A small number are analytical and help us understand how the site is used. We do not use advertising cookies and we do not track you across other websites.

You can control cookies through your browser settings at any time. Turning some off may affect how the site works.

We keep client files for the period required by our professional body and by HMRC — usually at least six years after the end of the matter, sometimes longer for trusts and probate records.

If you contact us but don't go ahead, we delete any enquiry data within two years unless you ask us to keep it sooner.