Privacy Policy
At The Probate Practice, we are committed to protecting and respecting your privacy. This policy explains when and why we collect personal information about people who visit our website, how we use it, the conditions under which we may disclose it to others and how we keep it secure.
1. Who are we?
We are The Probate Practice, a UK-based accountancy firm regulated by The Institute of Chartered Accountants in England & Wales providing accounting, tax, probate and estate administration services. We are the 'data controller' for the purposes of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. How do we collect information?
We obtain information about you when you use our website, for example, when you contact us about our services, or use our secure client portal. We may also receive information about you from third parties or public sources as part of our professional duties.
3. What type of information is collected?
The personal information we collect might include your name, address, email address, telephone number, IP address, and information regarding what pages are accessed and when. If you engage our services, we will collect data necessary for tax returns and accounting, including National Insurance numbers and financial statements.
4. Your Rights
You have a right to access the personal information we hold about you. You also have the right to ask us to correct or remove information you think is inaccurate. For any questions regarding your data, please reach out to us at assist@probateaccountants.co.uk