Privacy Policy

1. Introduction

Barrett-Smith & Doulton (“we”, “us”, or “our”) is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our estate planning services.

2. Information We Collect

We may collect the following types of personal information:

• Contact Information: Name, email address, telephone number, and postal address.
• Service Information: Details about the estate planning services you are interested in or that we provide to you.
• Financial Information: Details about your assets, property, and financial circumstances as necessary for providing estate planning advice.
• Website Usage: Information about how you use our website, including IP address, browser type, and pages visited.

3. How We Use Your Information

We use your personal information to:

• Provide and manage our estate planning services
• Respond to your enquiries and consultation requests
• Draft Wills, LPAs, Trusts, and other legal documents
• Communicate with you about your estate plan
• Comply with legal and regulatory obligations
• Improve our website and services

4. Legal Basis for Processing

We process your personal information on the following legal bases: your consent, performance of a contract with you, compliance with legal obligations, and our legitimate interests in operating and improving our business.

5. Data Sharing

We do not sell your personal information. We may share your information with: the Office of the Public Guardian (for LPA registration), HM Land Registry (for severance of tenancy), professional partners involved in delivering your estate plan, and regulatory bodies as required by law.

6. Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. Your estate planning documents are stored securely with restricted access.

7. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Estate planning documents are retained in accordance with professional standards and regulatory requirements.

8. Your Rights

Under data protection law, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal requirements)
• Object to processing of your information
• Request restriction of processing
• Data portability
• Withdraw consent at any time

9. Cookies

Our website uses essential cookies to ensure proper functionality. We may also use analytics cookies to understand how visitors use our site. You can manage cookie preferences through your browser settings.

10. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your data protection rights, please contact us:

• Email: hello@barrettsmithanddoulton.co.uk
• Phone: 07508 723084

11. 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.