Effective Date: 20/08/2025
Data Controller: Fauzia Abrahams of ABRAHAMS WILLS AND LEGAL SERVICES
Contact: fabrahams@abrahamswills.co.uk 07974 160235
1. Introduction
I take your privacy very seriously. This Privacy Policy explains how I collect, use, store, and protect your personal data when you use my services, including will writing, Lasting Powers of Attorney (LPAs), and other estate planning services.
This policy complies with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. What Data I Collect
In order to provide professional services, I may collect the following personal information:
• Name, address, contact details (phone, email)
• Date of birth, marital status, and family details
• Identification documents (e.g. passport, driving licence, utility bill)
• Financial details necessary for will or LPA preparation
• Medical or health-related information relevant to capacity assessments
• Notes from consultations or meetings
3. How I Collect Your Data
I may collect personal data:
• Directly from you, in person, by phone, email, or through my website
• From publicly available sources (e.g. electoral register)
• From third parties, but only with your consent
4. Why I Use Your Data
Your data will only be used for:
• Preparing wills, LPAs, and related legal documents
• Providing legal and estate planning services
• Meeting regulatory, professional, and insurance requirements
• Communicating with you about your matter
• Preventing fraud and verifying identity
I will not use your data for marketing purposes without your explicit consent.
5. Legal Basis for Processing
I process your personal data on the following bases:
• Contractual necessity – to provide the services you request
• Legal obligation – to comply with laws, tax, and regulatory requirements
• Legitimate interests – to run my business efficiently and securely
• Consent – where required (e.g. for special category data such as health information)
6. Sharing Your Data
I will not sell or share your personal data with third parties for marketing purposes.
I may share your data with:
• Professional bodies (e.g. The Society of Will Writers)
• Insurers and auditors (for compliance purposes)
• HM Land Registry, the Office of the Public Guardian, or other official bodies (where relevant)
• IT and administrative service providers who assist with secure data handling
7. Data Retention
I will retain your data for as long as necessary to fulfil the purpose for which it was collected and to meet my legal, insurance, and regulatory obligations. Typically, this will be a minimum of 7 years after the conclusion of your matter.
8. Your Rights
You have the following rights under UK GDPR:
• Right of access – to request a copy of your data
• Right of rectification – to correct inaccurate or incomplete data
• Right of erasure – to request deletion of your data (where legally permitted)
• Right to restrict processing – to limit how your data is used
• Right to data portability – to receive your data in a machine-readable format
• Right to object – to object to processing based on legitimate interests
To exercise your rights, please contact me at [your email address].
9. Data Security
I use secure systems and take all reasonable steps to protect your personal data against loss, unauthorised access, or misuse. Emails are not always secure, so please do not send sensitive information without prior agreement.
10. Complaints
If you are unhappy with how your data has been handled, please contact me first.
You also have the right to complain to the Information Commissioner’s Office (ICO):
www.ico.org.uk | Tel: 0303 123 1113
11. Updates
This Privacy Policy may be updated from time to time. The latest version will always be available on my website or on request.