TP Wills & Probate – Privacy Policy (Updated 2026)

Last updated: 21 July 2026 Data Controller: TP Wills & Probate, Chy‑an‑Pol, 4 Carnsew Meadows, Hayle, Cornwall, TR27 4JW Contact: vickismith@tpwills.co.uk

1. Introduction

TP Wills & Probate is committed to protecting your personal information and respecting your privacy. This Privacy Policy explains what data we collect, how we use it, how long we keep it, and your rights under the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and the Privacy and Electronic Communications Regulations (PECR).

2. The Data We Collect

2.1 Personal Identification Data

  • Full name
  • Address
  • Date of birth
  • Contact details (email, phone)
  • Proof of identity (passport, driving licence, utility bills)

2.2 Special Category Data (with explicit consent)

  • Health information relevant to estate planning
  • Information relating to mental capacity
  • Family circumstances
  • Religious or philosophical beliefs where relevant to will instructions

2.3 Service‑Related Data

  • Details required to prepare wills, trusts, LPAs, and probate applications
  • Beneficiary information
  • Executor details
  • Property and asset information

2.4 Website & Technical Data

  • IP address
  • Browser type
  • Pages visited
  • Cookie preferences
  • Form submissions

3. How We Use Your Data (Lawful Basis)

PurposeData UsedLawful BasisRetention
Preparing wills, LPAs, trusts, probateIdentification, contact, family, asset dataContract7 years after service completion
Verifying identityID documentsLegal obligation7 years
Providing legal guidanceSpecial category dataExplicit consent7 years
Responding to enquiriesContact detailsLegitimate interest12 months
Website analyticsIP, cookiesConsent (PECR)26 months
Marketing emailsName, emailConsentUntil withdrawn

4. How We Obtain Your Data

  • Directly from you (in person, email, phone, website forms)
  • Through documents you provide (ID, property information)
  • Through our website (cookies, analytics)
  • From publicly available sources where relevant (Land Registry)

5. Sharing Your Data

5.1 Professional Services

We may share your data with:

  • Probate Registry
  • Office of the Public Guardian
  • HM Courts & Tribunals Service
  • Land Registry
  • Accountants assisting with estate valuations

5.2 Technology Providers

  • Website hosting provider (IONOS)
  • Email provider
  • Secure document storage systems
  • WordPress security and backup services

All third parties are required to comply with UK GDPR.

6. International Transfers

Some technology providers may store data outside the UK (e.g., EU or USA). Where this occurs, we ensure appropriate safeguards such as:

  • UK GDPR adequacy decisions
  • Standard Contractual Clauses (SCCs)
  • Additional security measures (encryption, access controls)

7. Cookies & Website Tracking (PECR Compliance)

We use cookies to improve website performance and understand visitor behaviour.

7.1 Types of Cookies

  • Strictly Necessary Cookies – required for site functionality
  • Analytics Cookies – measure website usage (only with consent)
  • Functional Cookies – remember preferences

You can manage or withdraw cookie consent at any time using our cookie banner.

We use cookies and similar technologies on our website to ensure it functions correctly, improve performance, and understand how visitors use the site. Some cookies are essential, while others require your consent under the Privacy and Electronic Communications Regulations (PECR).

You can manage or withdraw your cookie preferences at any time using our cookie banner or your browser settings.

For full details of the cookies we use, please see our Cookie Policy.

8. How We Protect Your Data

We use a combination of technical and organisational measures:

  • Encrypted storage
  • Secure hosting
  • Access controls
  • Two‑factor authentication
  • Regular malware scanning
  • Staff confidentiality obligations
  • Secure destruction of documents

9. Your Rights

Under UK GDPR, you have the right to:

  • Access your data
  • Correct inaccurate data
  • Request deletion
  • Restrict processing
  • Object to processing
  • Withdraw consent
  • Data portability
  • Lodge a complaint with the ICO

10. Data Retention

We retain data only as long as necessary:

  • Client records: 7 years
  • Probate documentation: 7 years
  • ID verification: 7 years
  • Enquiry emails: 12 months
  • Marketing consent: until withdrawn
  • Website analytics: 26 months

11. How to Contact Us

TP Wills & Probate Chy‑an‑Pol 4 Carnsew Meadows Hayle Cornwall TR27 4JW Email: vickismith@tpwills.co.uk

12. Complaints

If you are unhappy with how we handle your data, you can contact:

Information Commissioner’s Office (ICO) www.ico.org.uk Telephone: 0303 123 1113

13. Changes to This Policy

We may update this Privacy Policy periodically. The latest version will always be available on our website.