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Privacy Policy

Privacy Policy 

Inheritance Tax 
8 Kean Street,  
Imperial House,  
WC2B 4AS  

Phone Number: 02071830136 
E-mail: [email protected]

Who we are 

Our website address is:

What personal data we collect and why we collect it 

Most of the personal information we process is provided to us directly by you for one of the following reasons: 

 Because you requested for more information on our services. 
We use the information that you have given us in order to contact you in regards to our services.    

Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing this information are: 

(a) Your consent. You are able to remove your consent at any time. You can do this by contacting [email protected] 
(b) We have a contractual obligation. 
(c) We have a legal obligation. 
(d) We have a vital interest. 
(e) We need it to perform a public task. 
(f) We have a legitimate interest. 


When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection. 

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: After approval of your comment, your profile picture is visible to the public in the context of your comment. 


If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website. 

Contact forms 


If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year. 

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser. 

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed. 

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day. 

Embedded content from other websites 

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website. 

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website. 


Who we share your data with 

The purposes of the processing. – data will be processed for marketing purposes

The categories of personal data obtained (if the personal data is not obtained from the individual it relates to).
We collect information for marketing, the details we collect are; name, address and phone number

The recipients or categories of recipients of the personal data.

Data Protection law and the GDPR recognises that certain categories of personal information are more sensitive. This is known as sensitive personal data and covers health information, race, religious beliefs and political opinions. We do not collect ‘sensitive personal data’ about our customers or prospects.

The details of transfers of the personal data to any third countries or international organisations (if applicable).

Not applicable

The retention periods for the personal data.

We keep your personal information only for as long as required to operate the service in accordance with legal requirements, tax and accounting rules. Where your information is no longer required we will ensure it is disposed of or anonymised in a secure manner.

The source of the personal data (if the personal data is not obtained from the individual it relates to).

We collect information for marketing, through a range of sources including online, at events, data sign up cards and other tools
We may also receive information about you from third parties and from the public domain. This may include information such as your name, postal address, email address, phone number, your geographic location, credit/debit card details We, like all companies, are able to confirm what browser you are using, IP address and computer operating systems that are being used and this information may be used to improve the services we offer. We do not sell or swap data with third parties

The details of whether individuals are under a statutory or contractual obligation to provide the personal data (if applicable, and if the personal data is collected from the individual it relates to).

Not applicable

The details of the existence of automated decision-making, including profiling (if applicable

Not applicable

How long we retain your data 

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue. 

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information. 

How we store your personal information 

Your information is securely stored at 8 Kean Street, Imperial House, WC2B 4AS.  We keep personal information and legal documents for 12 months  We will then dispose your information by shredding any paper work and deactivating any personal information from our internal systems. 

What rights you have over your data 

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes. 

Where we send your data 

Visitor comments may be checked through an automated spam detection service. 

Your contact information 

Additional information 

How we protect your data 

Under data protection law, you have rights including: 
Your right of access – You have the right to ask us for copies of your personal information.   

Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.   

Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.   

Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances.   

Your right to object to processing – You have the the right to object to the processing of your personal information in certain circumstances. 

Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances. 

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you. 

Please contact us at [email protected],02071830136 if you wish to make a request. 

What data breach procedures we have in place 

What third parties we receive data from

What automated decision making and/or profiling we do with user data 

Industry regulatory disclosure requirements

How to complain 

If you have any concerns about our use of your personal information, you can make a complaint to us at [email protected]

You can also complain to the ICO if you are unhappy with how we have used your data. 
The ICO’s address:             
Information Commissioner’s Office 
Wycliffe House 
Water Lane