Privacy Policy
How we collect, use and protect your personal information.
Last updated: January 2025
1. Introduction
Holme Valley Estate Planning ("we", "us", "our") is committed to protecting your privacy and personal data. This privacy policy explains how we collect, use, store and protect your information when you use our website or services.
We are the data controller for the personal information we process. Our contact details are:
- Business Name: Holme Valley Estate Planning
- Contact: Nick Guyler
- Address: Holmfirth, West Yorkshire
- Email: nick@holmevalleyestateplanning.co.uk
- Phone: 07930 924688
2. Information We Collect
We may collect the following types of personal information:
Information you provide directly:
- Name and contact details (email, phone number, address)
- Information about your family circumstances for estate planning purposes
- Details of your assets and property for will and trust preparation
- Health information relevant to lasting powers of attorney
- Any other information you choose to share with us
Information collected automatically:
- IP address and browser type
- Pages visited and time spent on our website
- Referral source
3. How We Use Your Information
We use your personal information for the following purposes:
- To provide estate planning services you have requested
- To respond to your enquiries and communicate with you
- To prepare wills, LPAs, trusts and other legal documents
- To comply with our legal and regulatory obligations
- To improve our website and services
- To send you information about our services (only with your consent)
4. Legal Basis for Processing
We process your personal data on the following legal bases:
- Contract: Processing necessary to provide our services to you
- Legal obligation: Processing required to comply with the law
- Legitimate interests: Processing for our legitimate business interests, such as improving our services
- Consent: Where you have given consent for marketing communications
5. Special Category Data
Estate planning may require us to process special category data, including health information. We only process this data with your explicit consent and for the specific purpose of preparing your estate planning documents.
6. Data Sharing
We may share your personal information with:
- The Office of the Public Guardian (for LPA registration)
- HM Land Registry (for severance of tenancy)
- Professional advisers acting on your behalf
- Third parties where required by law
We will never sell your personal information to third parties.
7. Data Security
We take appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, or destruction. Your data is stored securely and access is limited to those who need it for legitimate business purposes.
8. Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. For estate planning documents, we typically retain records for a minimum of 6 years after the completion of services, or longer where required for regulatory purposes.
Will and trust documents may be retained indefinitely as they remain valid until revoked or superseded.
9. Your Rights
Under data protection law, you have the following rights:
- Access: Request a copy of the personal data we hold about you
- Rectification: Request correction of inaccurate or incomplete data
- Erasure: Request deletion of your data in certain circumstances
- Restriction: Request restriction of processing in certain circumstances
- Portability: Request transfer of your data to another provider
- Objection: Object to processing based on legitimate interests
- Withdraw consent: Withdraw consent for marketing at any time
To exercise any of these rights, please contact us using the details above. We will respond within one month.
10. Cookies
Our website uses essential cookies to ensure it functions correctly. We do not use tracking cookies or share cookie data with third parties for advertising purposes.
Essential cookies we use include:
- Session cookies to maintain your browsing session
- Security cookies to protect against cross-site request forgery
11. Third-Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices of these websites and encourage you to read their privacy policies.
12. Changes to This Policy
We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.
13. Complaints
If you have any concerns about how we handle your personal data, please contact us first so we can try to resolve the issue. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO):
- Website: www.ico.org.uk
- Phone: 0303 123 1113
14. Contact Us
If you have any questions about this privacy policy or how we handle your personal data, please contact us:
- Email: nick@holmevalleyestateplanning.co.uk
- Phone: 07930 924688
- Address: Holmfirth, West Yorkshire