Who We Are
Plan 4 Estate Ltd gather and process your personal information in accordance with this privacy notice and in compliance with the relevant data protection regulation and law. This notice provides you with the necessary information regarding your rights and obligations, and explains how, why and when we collect and process your personal data.
Plan 4 Estate Ltd is based and registered at Devonshire House, 582 Honeypot Lane, Stanmore Middlesex HA7 1JS. We are registered on the Information Commissioner’s Office Register of Data Controllers under registration reference number ZA785547, and act as the data controller and data processor. Our designated Data Protection Officer/Appointed Person for the organisation is Samir Shah and can be contacted at the above address or samir@plan4estate.com.
Personal Data
In the EU’s General Data Protection Regulation (GDPR), Personal Data is defined as “…any information relating to an identified or identifiable natural person (“data subject”); an identifiable person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that person.”
Information That we Collect
We process your personal information to meet our legal, statutory and contractual obligations and to provide you with our products and services. We will never collect any unnecessary personal data from you and do not process your information in any way, other than already specified in this notice.
The personal data that we may collect from you is:
- Name
- Date of Birth
- Home Address
- Personal Email
- Business Email
- Home Telephone Number
- Work Telephone Number
- Mobile Telephone Number
- Skype Address
- National Insurance Number
- NHS Number
- Passport Number / Copy
- Driver’s License Number / Copy
- Special Category Data (i.e. health/medical information, details about religion, sexuality, gender etc)
We collect information in the below ways: –
Information is collected by email or uploaded via internet on secure websites, or information supplied at a face to face meeting or given verbally over the telephone.
How we use your information
The following privacy policy will outline how Plan 4 Estate Ltd will collect and use your data. This is done so that we can:
Plan 4 Estate Ltd takes your privacy very seriously and will never disclose, share or sell your data without your consent, unless required to do so by law. We only retain your data for as long as is necessary and for the purposes specified in this notice. Where you have consented to us providing you with promotional offers and marketing, you are free to withdraw consent at any time. The purposes and reasons for processing your personal data are detailed below: –
- We collect your personal data in the performance of a contract to provide a service to ensure that we can undertake to write your Will and/or Power of Attorney.
- We collect and store your personal data as part of our legal obligation for the purposes of storing your Wills and /or Lasting Powers of Attorney
- We could use the data about you in the event of legal proceedings after your death or in the event of a dispute.
Why do we need to collect and store personal data?
In order for us to do any of the above, we must collect and store your data firstly for correspondence purposes. We will ensure that the information collected will only be used for its intended purpose and does not constitute an invasion of your privacy.
Plan 4 Estate Ltd may wish to contact you for marketing purposes, however we would contact you for additional consent for that purpose if not already given.
Will we share your personal data with anyone else?
We may need to pass your details onto third parties who are either contracted to, or part of the Plan 4 Estate Ltd group of companies. Any third parties who we do pass your details onto are obliged to store your details securely and only process them if responding to your instructions on our behalf. When the time comes that they no longer require your personal data, they will dispose of this accordingly and in line with our company policy. If we wish to pass your personal data to a third party, we will only do so with your explicit consent, unless we are legally obliged to do so otherwise.
How will we use the personal data we collect about you?
Processing data constitutes as collecting, storing and using. We will process this data in accordance with the GDPR. We will do our utmost to keep your information accurate and up to date and not keep it longer than is necessary. Plan 4 Estate Ltd may issue occasional reminders to all customers to keep their contact details up to date and will update them accordingly.
Please be advised that there is information that we are required to keep in accordance with the law, such as information needed for tax and audit purposes. Personal data may be held for longer than these periods, however this will depend on the individual needs of the company.
Under what circumstances will we contact you?
We will only ever contact you when necessary, or when you have requested that we do so. We do not mean at any point to be intrusive or ask for unnecessary information. We will do our best to ensure that the information we hold is as secure as possible to minimise the risk of unauthorised access or disclosure.
Can you find out about the personal data that we hold about you?
If you want to see what personal data we hold on you and how it is processed, you may contact us to request this. This is known as a Data Subject Access Request (DSAR) and you must request this in writing (either by post or email), providing the necessary identification before any information is released. If Plan 4 Estate Ltd do store any of your personal data, you may request information on the following:
- Identity and the contact details of the person or organisation that has determined how and why to process your data. In some cases, this will be a representative in the EU.
- Contact details of the GDPR owner, where applicable.
- The purpose of the processing as well as the legal basis for processing.
- If the processing is based on the legitimate interests of Plan 4 Estate Ltd or a third party, information about those interests.
- The categories of personal data collected, stored and processed.
- Recipient(s) or categories of recipients that the data is/will be disclosed to.
- If we intend to transfer the personal data to a third country or international organisation, information about how we ensure this is done securely. The EU has approved sending personal data to some countries because they meet a minimum standard of data protection. In other cases, we will ensure there are specific measures in place to secure your information.
- How long the data will be stored.
- Details of your rights to correct, erase, restrict or object to such processing.
- Information about your right to withdraw consent at any time.
- How to lodge a complaint with the supervisory authority.
- Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.
- The source of personal data if it wasn’t collected directly from you.
- Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.
How Long we Keep Your Data
Plan 4 Estate Ltd retains personal information for as long as is necessary but that could be for the lifetime of a client and beyond due to the nature of our business.
Where you have consented to us using your details for direct marketing, we will keep such data until you notify us otherwise and/or withdraw your consent.
Special Categories Data (if applicable)
Owing to the services that we offer, Plan 4 Estate sometimes need to request sensitive personal information from you to allow us to draft and prepare accurate Wills and /or Lasting Power of Attorney. You can modify or remove consent at any time, which we will act on immediately, unless there is a legitimate interest or legal reason for not doing so.
Promotions & Offers (if applicable)
Occasionally, Plan 4 Estate would like to contact you by newsletter with details of the services we provide. If you consent to us using your contact details for these purposes, you have the right to modify or withdraw your consent at any time by using the opt-out/unsubscribe options or by contacting Plan 4 Estate Ltd directly.
If you consent to us contacting you with the above-mentioned marketing and offers, please tick to say how you would like us to contact you: –
What forms of ID will you need to provide in order to access this?
Plan 4 Estate Ltd will accept the following forms of ID when information on your personal data is requested:
Passport; Photo Driving Licence; Utility Bill or Council Tax Bill or Bank Statement (from the last three months); Notarised or Certified True Copies ID Documents.
Contact details of the GDPR Owner
If you wish to submit a DSAR, or have any questions regarding this privacy statement, you must do so in writing using the following information.
Name: Samir Shah
Address: Plan 4 Estate Ltd, Devonshire House, 582 Honeypot Lane, Stanmore, HA7 1JS
Email: samir@plan4estate.com
Telephone: 00 44 203 475 7727
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Our cookies aren’t used to identify you personally. They’re just here to make the site work better for you. Indeed, you can manage and/or delete these small files as you wish.
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- i) First Party Cookies
These are cookies that are set by this website directly.
We use Google Analytics to collect information about how people use this site. We do this to make sure it’s meeting its users’ needs and to understand how we could do it better. Google Analytics stores information about what pages you visit, how long you are on the site, how you got here and what you click on. We do not use cookies to collect or store your personal information (e.g. your name or address) so this information cannot be used to identify who you are.
There are also cookies that store basic data on your interactions with WordPress, the CMS running this website
- ii) Third Party Cookies
These are cookies set on your machine by external websites whose services are used on this site. Cookies of this type are the sharing buttons across the site allow visitors to share content onto social networks. Cookies are currently set by Twitter, Facebook and Google+. If you want to prevent sites setting third party cookies, instructions to do so are here. - iii) Log Files
Log files allow us to record visitors’ use of the site. These logs are automatically generated from all our visitors, which we use to make improvements to the layout of the site and to the information in it, based on the way that visitors move around it. Log files do not contain any personal information about you.
Links to other websites
Our website contains links to our partners, as well as other external sites. You should note, that if you click through to any of these external sites, we do not have control over that site (unless it is a website which forms part of the Plan 4 Estate Group of companies or associated companies). We cannot be responsible for the protection of any information that you provide to these other websites as they are not governed by this privacy statement. You should always exercise caution and look at the privacy statement of whichever website it is that you are visiting.
Policy Changes
Plan 4 Estate Ltd reserves the right to change this privacy policy and will post any revisions on this web site. Your continued use of this web site will be subject to the then-current privacy policy.
Lodging A Complaint
Plan 4 Estate Ltd only processes your personal information in compliance with this privacy notice and in accordance with the relevant data protection laws. If, however you wish to raise a complaint regarding the processing of your personal data or are unsatisfied with how we have handled your information, you have the right to lodge a complaint with the supervisory authority.
Plan 4 Estate Ltd
Samir Shah
Devonshire House, 582 Honeypot Lane, Stanmore. Middlesex. HA7 1JS
0203 475 7727
The Society of Will Writers
Chancery House, Whisby Way, Lincoln, LN6 3TQ
01552 687888 or Email info@willwriters.com