Privacy Notice

Sharing Your Data

We may share your personal data with third parties where this is necessary to provide our services, administer our business, comply with legal or regulatory obligations, or otherwise fulfil the purposes described in this Privacy Notice. Depending on the circumstances, the categories of organisations we may share personal data with include:

  • Service providers and business partners, including organisations that assist us in delivering Wills, Trusts, Probate, Lasting Powers of Attorney and related services; The Office of the Public Guardian, HMRC Probate Services, Land Registry 
  • Professional advisers, such as solicitors, accountants, tax advisers and other professional advisers where their involvement is necessary or appropriate
  • Probate and estate administration providers, where required to deliver services requested by you;
  • Technology and IT providers, including website hosting providers, software providers, cloud storage providers, email providers and other technology suppliers that process information on our behalf.
  • Payment and financial service providers, where necessary to process payments or administer financial transactions
  • Regulators, government bodies and law enforcement authorities, where we are legally required or permitted to disclose information
  • Courts, legal advisers and other third parties, where necessary to establish, exercise or defend our legal rights or claims
  • Other parties where you have specifically asked or authorised us to share your information.

Where we appoint a third party to process personal data on our behalf, we will take reasonable steps to ensure that appropriate contractual and technical safeguards are in place and that the third party processes personal data only for authorised purposes and in accordance with applicable data protection legislation.

We will not sell your personal data to third parties.

Where appropriate, we may also share information within our corporate group or with a prospective purchaser or successor organisation in connection with a business sale, merger, restructuring or transfer of assets, subject to applicable data protection requirements.

International Transfers

Some of our service providers may process personal data outside the United Kingdom. Where this occurs, we will ensure that appropriate safeguards are in place in accordance with applicable data protection legislation, such as an applicable adequacy regulation or appropriate contractual safeguards.

ICO complaints

We take the protection of your personal data seriously. If you have any concerns about how we have collected, used or otherwise processed your personal data, we encourage you to contact us first using the details provided in this Privacy Notice so that we can investigate and seek to resolve your concerns.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK’s independent supervisory authority for data protection.

You can contact the ICO using the following details:

Information Commissioner’s Office (ICO)
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone: 0303 123 1113

Contact us:

If you have any questions or concerns about this Privacy Notice or how we process your personal data please contact us at:

Maple Wills Limited

25a High Street South

Olney

Buckinghamshire

MK46 4AA

Email: info@maplewills.co.uk

Tel: 01908 478988

Privacy Notice

At Maple Wills, we are committed to protecting your privacy and handling your personal data fairly, lawfully and with transparency. This Privacy Notice explains how we collect, use, store and protect your personal information in accordance with the UK General Data Protection (UK GDPR) the Data Protection Act 2018, and other applicable laws.

Who We Are

Maple Wills is a UK-based company offering services including Wills, Lasting Powers of Attorney (LPAs), Trusts, and Probate. Our registered office is at 25 High Street South, Olney, Buckinghamshire, MK46 4AA. We are registered with the Information Commissioner’s Office (ICO) under registration number ZA766443. Email us on info@maplewills.co.uk. 

Lawful Basis for Processing

We process your personal data under the following lawful bases:
– Consent: When you give us permission to contact you or use your data.
– Contract: When processing is necessary for the performance of a contract.
– Legal Obligation: When we are required to comply with legal requirements.
– Legitimate Interests: When processing is necessary for our business operations and does
not override your rights.

What Data We Collect

We may collect your name, postal address, contact details, date of birth, identification documents and verification, family and beneficiary information, financial information relevant to estate planning or probate matters, information relating to your Will, LPA, Trust, Probate , or other legal instructions, and any other relevant information to provide our services effectively. Additionally website usage information through cookies and analytics technologies. 

Your Rights

Under UK GDPR, you have the following rights:
– Right to access your data, and request correction of any inaccurate data
– Right to rectification
– Right to erasure
– Right to restrict processing
– Right to data portability
– Right to object
To exercise any of these rights, please contact us at info@maplewills.co.uk.

Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including legal, accounting, or reporting requirements. Specific retention periods vary depending on the nature of the data.

Sharing Your Data

We may share your data with trusted third parties where necessary to provide our services, such as professional advisers, identity verification providers, IT and software providers, regulatory bodies, courts and government authorities where required by law .We ensure that these parties comply with data protection laws and use your data only for specified purposes.

International Data Transfers

If your data is transferred outside the UK, we ensure appropriate safeguards are in place, such as adequacy regulations or approved contractual safeguards, in accordance with UK GDPR requirements.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve functionality, analyse website performance and to enhance your user experience. We are committed to ensuring our website is accessible to all users, including those with disabilities. We follow the Equality Act 2010 and strive to meet accessibility standards such as screen reader compatibility and keyboard navigation. You can accept or reject cookies via our cookie banner and update your preferences at any time. Please refer to our Cookie Notice for more details.

Children’s Data

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from children.

Data Retention

We will only retain your personal data for as long as is reasonably necessary to fulfil the purposes for which it was collected, including for the provision and administration of our services, the management of our relationship with you, and to comply with our legal, regulatory, accounting and reporting obligations. The length of time we retain your personal data will depend on the nature of the information and the purpose for which it is processed. As a general guide: 

– Client and Service records: we will normally retain information relating to the provision of our services for indefinitely whilst the client subscribe to a membership, otherwise all data will be destroyed within twelve months after the completion of the relevant service or the end of our relationship with you.

– Financial and Accounting records: we will normally retain relevant financial records for indefinitely whilst the client subscribe to a membership, otherwise all data will be destroyed within twelve months, where required for accounting, tax or other legal purposes. 

– Identification and Verification Information: we will retain identification and verification information indefinitely whilst the client subscribes to a membership, otherwise all date will be destroyed within twelve months, or for a longer period as may be required to meet applicable legal or regulatory obligations. 

-Marketing Information: where you have consented to receive marketing communications, we will retain your contact details for marketing purposes until you withdraw your consent, or we determine that the information is no longer required for this purpose. 

-Website enquiries and Correspondence: we will normally retain correspondence and enquiry records for six months after the enquiry or correspondence has been concluded. 

Where a specific retention period cannot be determined in advance, we will apply appropriate criteria to determine how long the information should be retained, including the nature and sensitivity of the information, the purpose for which it is being processed, our legal and regulatory obligations, and whether we may need the information to establish, exercise or defend legal claims. Once personal data is no longer required, we will securely delete, destroy or anonymise it in accordance with our data retention procedures. 

Contact Us

Open

We are open with each other, our clients, suppliers, and stakeholders. We operate transparently.

Integrity

We uphold honesty, ethics, and transparency in all actions and decisions, fostering trust and a culture of authenticity and accountability.

Respect

Respect guides our interactions, embodying the appreciation and consideration we show for diverse perspectives, nurturing an inclusive environment where every individual is valued and heard.

We Care

This underscores our deep commitment, driving us to empathetically prioritise the well-being of our team, clients, and community, manifesting through responsive support and meaningful engagement.

Trust

Trust is at our core, binding us closely with employees, clients, and stakeholders through transparent and dependable actions, fostering enduring partnerships.

About Wills: