Versatile Wills Limited ("we", "us", "our") is committed to protecting and respecting your privacy. This policy explains what personal data we collect, why we collect it, how we use it, who we share it with, and what rights you have.
1. Who we are
Versatile Wills Limited is a company registered in England and Wales (company number 15577368), with our registered office at AFE Accountants Ltd, Building 3 North London Business Park, Oakleigh Road South, London N11 1GN, and our trading office at 77 Marsh Wall, London E14 9SH.
We are registered with the Information Commissioner's Office (ICO) as a data controller under registration reference ZB772823. You can verify our registration at ico.org.uk.
For any questions about this policy or your personal data, contact us at info@versatilewills.co.uk or call 020 3930 3430.
2. What personal data we collect
When you contact us through our website, by phone, by WhatsApp, or in person, we collect:
- Your name
- Your phone number
- Your email address (if provided)
- Any information you choose to share about your circumstances or requirements
- Preferred times to call you back
If you go on to instruct us, we will collect further information necessary to draft your will, LPA, trust, or other estate planning document. This typically includes:
- Your date of birth, marital status, and family circumstances
- Details of your assets, property, and beneficiaries
- Identification documents for verification
- Any other information relevant to your instructions
3. How we use your personal data
We use your personal data only for the following purposes:
- To respond to your enquiry and arrange your free consultation
- To provide the will writing, LPA, trust, or estate planning services you have instructed us to carry out
- To verify your identity in accordance with anti-money laundering regulations
- To communicate with you about your matter
- To keep records of our work as required by professional standards and law
- To comply with our legal and regulatory obligations
We will never sell your personal data, and we will not use it for marketing without your explicit consent.
4. Legal basis for processing
Under UK GDPR, we rely on the following lawful bases:
- Consent, when you submit an enquiry form, you consent to us contacting you about that enquiry
- Contract, when you instruct us to provide services, we process data necessary to perform that contract
- Legal obligation, for anti-money laundering checks and record-keeping requirements
- Legitimate interests, to maintain the integrity of our records and respond appropriately to any complaint or claim
5. Who we share your data with
We share personal data only with parties who need it to deliver our services to you. These may include:
- Qualified will writers and estate planning specialists who draft documents on your matter
- The Office of the Public Guardian (for LPA registration)
- HM Land Registry, banks, or other third parties where necessary to fulfil your instructions
- Our accountants, IT providers, and document storage providers (under written confidentiality terms)
- Regulators, law enforcement, or courts where we are legally required to do so
We do not transfer your personal data outside the UK unless adequate safeguards are in place under UK GDPR.
6. How long we keep your data
We retain personal data only for as long as necessary:
- Enquiry-only contacts (you contacted us but did not instruct us): up to 12 months, then deleted
- Client files: minimum of 7 years from completion of the matter, in line with professional standards and limitation periods, and where required for the lifetime of the will or LPA
- Financial and accounting records: 6 years, in line with HMRC requirements
7. Your rights under UK GDPR
You have the right to:
- Access, request a copy of the personal data we hold about you
- Rectification, ask us to correct inaccurate or incomplete data
- Erasure, ask us to delete your data (subject to legal retention obligations)
- Restriction, ask us to limit how we use your data
- Objection, object to certain processing, including direct marketing
- Portability, receive your data in a portable, machine-readable format
- Withdraw consent, where processing is based on consent, you can withdraw it at any time
To exercise any of these rights, email info@versatilewills.co.uk. We will respond within one month.
8. Cookies and website analytics
Our website uses only essential cookies necessary for the site to function. We do not use tracking or advertising cookies without your explicit consent via our cookie banner. If you accept analytics cookies, we use them to understand how visitors use our site so we can improve it, never to identify you personally.
You can change your cookie preferences at any time by clearing your browser data or contacting us.
9. Security
We take appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. This includes encrypted communications, secure storage, and limited internal access on a need-to-know basis.
10. Changes to this policy
We may update this policy from time to time. The "last updated" date at the top reflects the latest version. Significant changes will be communicated to clients directly where appropriate.
11. Complaints
If you have a complaint about our service generally, please see our complaints procedure. If you are unhappy specifically about how we have handled your personal data, please contact us first so we can put it right. If you remain dissatisfied, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):
Information Commissioner's Office
Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF
Telephone: 0303 123 1113
Website: ico.org.uk