Privacy and Cookie Policy

Personal Data

In the EU’s General Data Protection Regulation (GDPR), Personal Data is defined as “…any information relating to an identified or identifiable natural person (“data subject“); an identifiable person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that person.”

How We Use Your Information

The following privacy policy outlines how Pentire Estate Planning Ltd (the Company or Pentire Estate Planning) will collect and use your data. This is done so that we can:

• Communicate with you;
• Take your instructions;
• Advise you;
• Produce drafts and execution copies of the documents you require; and
• Arrange storage of your documentation.

Why We Need to Collect and Store Personal Data

In order for us to provide the above services, we must collect and store your data, including your:

• Name and job title;
• Contact information including address and email address;
• Information regarding your estate and assets;
• Information regarding your health;
• Payment information; and
• Other information relevant to the provision of Services to you by the Company.

We will ensure that the information collected will only be used for its intended purpose and does not constitute an invasion of your privacy. The Company may wish to contact you for marketing purposes; however, we will contact you for additional consent for that purpose if not already given.

Will We Share Your Personal Data with Anyone Else?

We may need to pass your details to third parties who are either contracted to or part of the Pentire Estate Planning group of companies. We may also share your details with the Society of Will Writers or others with whom we contract on your behalf. Any third parties we pass your details to are obliged to store your details securely and only process them in response to a request for technical assistance, document production, or storage on our behalf. When they no longer require your personal data, they will dispose of it in accordance with our company policy. If we wish to pass your personal data to a third party, we will only do so with your explicit consent, unless we are legally obliged to do otherwise.

How Will We Use the Personal Data We Collect About You?

Processing data includes collecting, storing, and using it. We will process this data in accordance with the GDPR. We will strive to keep your information accurate and up to date and not retain it longer than necessary. The Company may issue occasional reminders to all customers to keep their contact details up to date and will update records accordingly where required.

Please note that we are required to retain certain information in accordance with the law, such as information needed for tax and audit purposes. Personal data may be held for longer than these periods, depending on the individual needs of the Company.

Under What Circumstances Will We Contact You?

We will only contact you when necessary or when you have requested us to do so. We aim to avoid being intrusive or collecting unnecessary information. We will do our best to ensure that the information we hold is as secure as possible to minimize the risk of unauthorized access or disclosure.

Can You Find Out About the Personal Data We Hold About You?

If you want to know what personal data we hold about you and how it is processed, you may contact us to request this. This is known as a Data Subject Access Request (DSAR) and must be submitted in writing (either by post or email), providing the necessary identification before any information is released. If the Company stores any of your personal data, you may request information on the following:

• Identity and contact details of the person or organization determining how and why your data is processed. In some cases, this will be a representative in the EU.
• Contact details of the GDPR owner, where applicable.
• The purpose of the processing and the legal basis for it.
• If processing is based on the legitimate interests of the Company or a third party, information about those interests.
• The categories of personal data collected, stored, and processed.
• Recipient(s) or categories of recipients the data is or will be disclosed to.
• If we intend to transfer personal data to a third country or international organization, information on how we ensure this is done securely.
• How long the data will be stored.
• Details of your rights to correct, erase, restrict, or object to such processing.
• Information about your right to withdraw consent at any time.
• How to lodge a complaint with the supervisory authority.
• Whether providing personal data is a statutory or contractual requirement, or necessary to enter into a contract, and the consequences of failing to provide such data.
• The source of personal data if it wasn’t collected directly from you.
• Details of automated decision-making, such as profiling, including the logic involved and the expected consequences.

What Forms of ID Will You Need to Provide?

Pentire Estate Planning Ltd will accept the following forms of ID when information on your personal data is requested:

• Passport;
• Photo Driving Licence;
• Utility Bill (from the last three months);
• Notarised ID Document.

Contact Details of the GDPR Owner

If you wish to submit a DSAR or have questions regarding this privacy statement, please contact us in writing using the following details:

Address:

Pentire Estate Planning Ltd, The Mulberries, Main Street, East Hanney, OX12 0JF

Email:

info@pentireestateplanning.co.uk

Telephone:

07879811757

Use of Cookies on This Site

To enhance user experience, small data files known as cookies are placed on your computer. Most major websites use cookies to:

• Remember settings, so you don’t need to re-enter them on each page visit;
• Store information you’ve provided (e.g., your postcode) to avoid repeated entries;
• Measure how you use the website to ensure it meets your needs.

Our cookies are not used to identify you personally; they are designed to improve site functionality. You can manage and/or delete these cookies as desired. You can opt out of Google Analytics cookies for all sites. To learn more about cookies and how to manage them, visit AboutCookies.org.

First Party Cookies

These are cookies set directly by this website. We use Google Analytics to collect information about how people use this site to ensure it meets users’ needs and to identify improvements. Google Analytics stores data on pages visited, time spent on the site, how you arrived, and what you clicked on. We do not use cookies to collect or store personal information (e.g., your name or address), so this data cannot identify you. Additionally, cookies store basic data on your interactions with the CMS running this website (e.g., WordPress).

Third Party Cookies

These are cookies set by external websites whose services are used on this site, such as sharing buttons that allow visitors to share content on social networks like Twitter, Facebook, and Google+. To prevent sites from setting third-party cookies, follow the instructions here.

Log Files

Log files record visitors’ use of the site and are automatically generated for all visitors. We use these logs to improve the site’s layout and content based on how visitors navigate it. Log files do not contain personal information about you.

Links to Other Websites

Our website contains links to our partners and other external sites. Note that clicking through to these sites means they are not governed by this privacy statement (unless they are part of the Pentire Estate Planning Group of companies). We are not responsible for the protection of any information you provide to these external sites. Always exercise caution and review the privacy statement of the website you are visiting.

Policy Changes

Pentire Estate Planning reserves the right to update this privacy and cookie policy. Any revisions will be posted on this website. Your continued use of this website will be subject to the then-current privacy and cookie policy.