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Privacy Notice

This Privacy Notice explains how The Taylor Lucas Partnership Limited uses personal information and the rights available to you under UK data protection law. It applies to clients, prospective clients, website visitors and other people who interact with us, including those accessing our services through an employer or partner organisation. ​

 

Who We Are ​

The Taylor Lucas Partnership Limited is registered in England and Wales under company number 13283455. We are normally the data controller for the personal information described in this Notice, which means we decide why and how it is used.

You can contact us about this Notice or the way we use personal information at:​

  • The Taylor Lucas Partnership Limited, Unit 7, Morston Court, Cannock, Staffordshire, WS11 8JB

  • Email: info@taylorlucas.co.uk

  • Telephone: 01543 220969

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Personal Information We Collect and Where It Comes From  

The information we collect depends on your relationship with us and the services you use. It may include:​

  • identity and contact details, including information used to verify your identity;

  • family, relationship and personal circumstances relevant to your instructions;

  • financial, property, estate, asset and liability information;

  • information about beneficiaries, executors, trustees, attorneys, guardians and other people connected with your legal documents;

  • questionnaire responses, instructions, correspondence, appointment notes, call or meeting recordings, and copies or drafts of legal documents;

  • payment, transaction and accounting information; and

  • website, device, cookie and marketing-preference information.

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We usually obtain information directly from you. We may also receive relevant information from a person authorised to act for you, a spouse or partner, an employer or partner organisation, professional advisers, identity or fraud-prevention services, and public sources such as Companies House or HM Land Registry.

If you give us information about another person, for example a beneficiary, executor or attorney, you should only provide information that is relevant and that you are reasonably entitled to provide. Where required by law, we will provide that person with appropriate privacy information.

Our services are intended for adults and we do not knowingly collect personal information directly from children.

 

Why We Use Personal Information and Our Lawful Bases ​​

We use personal information to respond to enquiries, arrange appointments, provide Will writing, Estate Planning and related services, prepare and administer legal documents, verify identity, process payments, maintain records, handle complaints, protect clients and our business, comply with legal and professional requirements, operate our website and systems, and communicate with you about our services.

Where our services are made available through an employer or partner organisation, we may also use limited information to confirm eligibility, administer the benefit and produce aggregated or anonymised information about its use.

We only use personal information where we have a lawful basis. Depending on the circumstances, we may rely on:

  • Contract - where processing is necessary to take steps at your request or to provide services under our agreement with you;

  • Legal obligation - where we need to comply with applicable legal, regulatory, tax, accounting or other statutory requirements;

  • Legitimate interests - where necessary to operate and administer our business and services, protect clients and our organisation, prevent fraud or misuse, administer partner arrangements, maintain records, handle complaints and keep our systems secure, provided those interests are not overridden by your rights and interests; and

  • Consent - where we specifically ask for your consent, including where consent is required for certain marketing activities, non-essential cookies or particular uses of sensitive information.

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Where information is necessary for us to enter into or perform a contract with you, or to meet a legal requirement, we may be unable to provide the relevant service if you do not provide it. If we rely on consent, you may withdraw that consent at any time.

 

Special Category Personal Information ​ ​

Because Will writing and Estate Planning can involve sensitive personal circumstances, we may sometimes process special category information, such as information about health, disability, capacity, vulnerability, religious or philosophical beliefs or sexual orientation, where it is relevant to your instructions or the service being provided. We only process this information where necessary and where we have both an Article 6 lawful basis and an appropriate condition under Article 9 of the UK GDPR, such as explicit consent or where processing is necessary for the establishment, exercise or defence of legal claims, where applicable.  

 

Who We Share Personal Information With ​

We do not sell personal information. Where necessary for the purposes described in this Notice, we may share information with:

  • service providers supporting our legal drafting, client administration, website, cloud services, communications, IT, payments, accounting, printing, postage and other business systems;

  • professional advisers, insurers, auditors, professional or regulatory bodies;

  • banks, payment providers, public authorities, courts, law-enforcement agencies or regulators where required or permitted by law;

  • people or organisations you authorise us to deal with; and

  • other organisations where sharing is necessary and lawful for the provision of our services.

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Where you choose secure storage for original hard-copy legal documents, that separate storage service is provided by Taylor Lucas Storage Limited. We may share personal information with Taylor Lucas Storage Limited where necessary to establish and administer your storage arrangement, process relevant payments and manage the release or return of documents.

Where our services are provided through an employer or partner organisation, routine reporting about use of the benefit is normally aggregated or anonymised and does not identify individual clients. We only share identifiable information with a partner organisation where there is a lawful reason to do so, for example where you have authorised it or the disclosure is required by law.

Where an organisation processes personal information on our behalf, we require appropriate contractual and data-protection safeguards. Some recipients may act as independent controllers and will be responsible for their own use of the information.

We maintain appropriate technical and organisational measures designed to protect personal information against unauthorised access, loss, misuse or disclosure.

 

International Transfers ​

Some of our technology providers, including cloud, website hosting and IT support providers, may store personal information or permit authorised access to it from locations outside the United Kingdom. This may occur, for example, where technical support, security monitoring, backup services or system maintenance are provided internationally.

Whenever personal information is transferred outside the United Kingdom, we take reasonable steps to ensure that appropriate safeguards are in place to protect it. These safeguards may include adequacy regulations, the UK International Data Transfer Agreement, the UK Addendum to Standard Contractual Clauses, or another lawful transfer mechanism recognised under UK data protection law. You can contact us for further information about the safeguards that apply.

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How Long We Keep Personal Information

We keep personal information only for as long as necessary for the purposes for which it was collected and to meet applicable legal, regulatory, tax, accounting, professional and record-keeping requirements.

Client files, Will writing and Estate Planning records and related correspondence are normally retained until six years after your death. This enables us to maintain an appropriate record where claims, challenges or other legal matters may arise following death. Information may be retained for longer where necessary to comply with a legal or regulatory requirement or to establish, exercise or defend a legal claim.

Telephone and online meeting recordings are normally retained for up to 90 days, unless there is a lawful reason to keep a particular recording for longer, for example in connection with a complaint, dispute, legal claim or regulatory matter.

Secure storage of original hard-copy legal documents is separate from our normal client-file retention. Where you choose that service, the documents are held by Taylor Lucas Storage Limited for the duration of the storage arrangement. Administrative records relating to that arrangement may be retained after documents are released or returned where necessary for appropriate legal, accounting or record-keeping purposes.

For other information, we determine an appropriate retention period by considering the purpose for which it is held, its nature and sensitivity, applicable legal requirements and whether it can be deleted or anonymised when no longer required.

Marketing and Cookies

We may send you information about relevant services where you have consented or where the law otherwise permits us to do so. You can opt out of marketing at any time using an unsubscribe option or by contacting us. This does not affect service or administrative communications that we need to send you.

Our website uses cookies and similar technologies. Non-essential cookies are used only where the required consent has been obtained. You can manage your choices through the cookie controls on our website and your browser settings.

We may use website analytics services to help us understand how visitors use our website and improve its performance.

Your Data Protection Rights

Depending on the circumstances, data protection law may give you the right to:

  • request access to the personal information we hold about you;

  • ask us to correct inaccurate or incomplete information;

  • ask us to erase or restrict the use of information in certain circumstances;

  • object to processing based on legitimate interests and object at any time to direct marketing;

  • receive certain information you provided to us in a portable format where the right applies; and

  • withdraw consent at any time where we rely on consent.

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These rights are subject to conditions and exemptions under data protection law. You can exercise your rights using the contact details in Section 1. We may need to verify your identity before acting on a request.

We do not ordinarily use solely automated decision-making that produces legal or similarly significant effects on clients.

Complaints

If you have concerns about how we use your personal information, please contact us using the details in Section 1 so that we can investigate.

You also have the right to complain to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection. Information about how to make a complaint is available at ico.org.uk, or you can telephone the ICO on 0303 123 1113.

Changes to this Privacy Notice
We may update this Privacy Notice from time to time. The current version will be published on our website and significant changes will be brought to the attention of affected individuals where appropriate.

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Last Reviewed; September 2026

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