DEBORAH BOWERS WILL WRITING SERVICES
2. WHO WE ARE
This service is provided as a Sole Trader. The aim of the service is to ensure the creation of a valid Will within the jurisdiction of the United Kingdom, whilst alerting clients to inheritance tax considerations. This is achieved by providing easily digestible Will Writing books such as “How to Write a Tax Efficient Will” by Deborah Bowers, which is readily available on Amazon.co.uk and Amazon .com and which has received in general 5-star reviews. Through the books and the website, you are invited to take the Will Writing Challenge or seek the services of Deborah Bowers to help you draft your Will. This will include taking personal details from you, whilst providing clear indication where the inheritance tax provisions need to be considered. A relationship is formed with the client as instructions are taken, verified, and confirmed.
The client is then instructed as to signing and attestation to ensure the validity of the document. The use of this service enables client to achieve their objectives at a fraction of the price. All clients are encouraged to send a photograph of the signed document or a can of the send document back to the drafter to demonstrate execution and keep on file. The Client is advised to keep the Will in a safe place or to register the existence of the Will. registration service.
3. WHAT DATA IS COLLECTED
The data collected from clients includes only such data as is necessary to provide the service and which is sufficient to identify the client.
Contact information, including name, address, telephone number and e-mail address. The same information is also collected about the persons you wish to appoint in your Will.
Identity data, in some circumstances it may be necessary to collect information such as your passport number or drivers licence, particularly when dealing with foreign nationals, but initially such information is considered mainly to ensure the proper spelling of your name and to verify your identity, gender and date of birth.
Communication data between you and us, including e-mail communication, online chats, comments and reviews, as we verify your instructions. This also included any documents you send us to review to enable us to advice you and proved you with the service which is most appropriate for you needs.
4. WHERE DO WE GET YOUR DATA?
The data we have about you is provided by you. It is obtained from the information you complete on our forms and template, which we send to you in order to provide the service and from what you have told us.
To Communicate: We use your data to ensure that we can supply the goods or services you have requested. We may provide such information by electronic or other means.
Legal basis: We use such data as part of our business relationship. To enter into a contract with you to provide the service which you have requested. Further, we use such data to provide you with other information necessary to fulfil our legitimate interests, including to ensure that we process invoices and to contact you, where necessary, concerning any service you may have requested from Deborah Bowers Will Writing Services.
Disclosure: We may disclose your data should we be required to do so in compliance with any laws or regulation or to law enforcement for the prevention of crime.
Direct Marketing: We use your data to provide you with updates from us about our products and services.
Legal basis: Our use of such data is based on our legitimate interests in providing you with relevant information to promote our products and services. You may at any time opt out of receiving such information, by sending an email to: email@example.com.
6. HOW LONG WILL WE STORE YOUR DATA?
We will only store your data for as long as it is necessary to fulfil the purpose of the processing of your data. We will store your data for the duration of our contractual relationship. We may store your data longer if you wish for us to keep your data and you have consented to this. We may also store your data where there is a pending complaint or claim, in defence of our legal rights. We will store other data as required by applicable law. We will store your data for as long as you wish to receive information and marketing communications from us.
7. INTERNATIONAL TRANSFER
Deborah Bowers Will Writing Services, provides services in the United Kingdom and the Commonwealth. We do share your data with any other partners or sell your data to anyone. We do, however, store your data in a cloud provided by Google.
8. DISCLOSURE OF YOUR INFORMATION
It is your right to opt-in or out of our services as you see fit. If we pass your information to non-EEA/International organisations for processing on our behalf, only for the purpose of storage in the Cloud. We will ensure the appropriate level of protection is offered to your information, to ensure its protection as per the Data Protection Laws, while taking into account that the non-EEA country may not have equivalent data protection and privacy laws to the EEA.
Finally, if our business or part of it enters into a joint venture with or is sold to or merged with another business entity, your information may be disclosed to our new business partners or owners. Unless required to do so by law, we will not otherwise share, sell or distribute any of the information you provide to us without your consent.
We take appropriate measures to ensure that any personal data is kept secure, including security measures to prevent personal data from being accidentally lost, or used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
10. ACCESS TO YOUR DATA
Under the General Data Protection Regulation, you have a number of important rights. In summary, those include rights to:
- (b) require us to correct any mistakes in your information which we hold;
- (c) require the erasure of personal data concerning you in certain situations;
- (d) receive the personal data concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit the data to third parties in certain situations;
- (e) object at any time to processing of personal data concerning you for direct marketing;
- (f) object in certain other situations to our continued processing of your personal data;
- (g) otherwise restrict our processing of your personal data in certain circumstances;
- (h) claim compensation for damages caused by our breach of any data protection laws.
For further information on each of those rights, including the circumstances in which they apply, see the Guidance from the UK Information Commissioner’s Office (ICO) on individual’s rights under the General Data Protection Regulation. If you would like to exercise any of those rights, please contact us via the details below.
If you wish to make a complaint about how your personal data is being processed by Deborah Bowers Will Writing Services (or third parties), or how your complaint has been handled, you have the right to lodge a complaint directly with the supervisory authority, which is the Information Commission Office, here in the United Kingdom. We would advise you to first notify us about your concern and we will do our best to work with you to resolve the matter. You may contact us with your complaint by sending your complaint to Deborah Bowers who is the data protection representative. Contact us on Deborahbowerswillwriting@gmail.com.
13. CONTACT DETALS FOR COMPLAINTS
You may write to: DEBORAH BOWERS WILL WRITING SERVICES, 61 Bridge Street, Kington, HR5 3DJ
Contact the Data protection Supervisory authority at: The Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, SK9 5AF, United Kingdom.
Tel: +44 (0) 303 123 1113
14. CHANGES TO THIS POLICY