Privacy Policy

Privacy Policy
This, our Privacy Policy, explains how Trust Inheritance Limited obtains and uses your information. We’re committed to keeping your personal data safe and confidential, both online and offline.

Our Promise
We promise to keep your data safe, private and not to sell your personal information. We will only use it for marketing purposes or profiling where you have consented for us to do so. We will prevent any unauthorised access or disclosure and have put in place suitable physical, electronic and managerial procedures to safeguard and keep secure the information we hold.

We will make it as easy as possible for you to manage and review your contact preferences at any time.

We will make every effort to keep your personal information up to date.

How the law protects you
Your privacy is also protected by Data Protection laws which allows the use of personal information only if we have a proper reason to do so (this can include sharing it outside Trust Inheritance Limited). However, the law says we must have one or more of these reasons to do so:

  • To fulfil a contract we have with you, or
  • When it is our legal duty, or
  • When it is in our legitimate interest, or
  • When you consent to it.

Where we collect your data from
We may collect personal information about you directly; face to face, on the telephone, email, letter, through our website, Government and law enforcement agencies, agents working on your behalf or introductions through one or more of our Partners (a list of our Partners can be found here). At the time your data is collected or submitted, we will ask for or make available, the option to consent to the use of such information.

How we use your information
In order to administer your account, keep our records up to date and to provide the products and services you have requested from us, it is necessary for us to record, store and process personal data relating to you, on computers or in hard copy form. We may collect the following information about you: name; contact information including email address; other demographic information such as postcode; preferences and interests; and any other information relevant to your account, or products and services we provide.

We may wish to contact you periodically about new products, special offers or other information which we think you may find interesting. If at any point you decide that you would rather not hear from us, you can change your contact preferences by unsubscribing here or by contacting us.

On occasion, we may have need to disclose this data to others, including, professional advisers, providers of banking services (such as Visa, MasterCard, Direct Debit scheme), providers of legal, financial and probate services (our Partners), and other authorities, including Government and law enforcement agencies.

Accessing your data
You have the right under the General Data Protection Regulation to question any information we have about you that you think is wrong or incomplete. If you do, we will take reasonable steps to check its accuracy and correct it, as quickly as possible. You can access the data we hold on you, free of charge, by writing to Sophie Timmins, Trust Inheritance Limited, Crown House, 1 Stafford Place, Weston-super-Mare, BS23 2QZ. We will send a document detailing the data we hold on you, no later than 28 days from the date of receipt of your request.

We shall delete, remove, or stop using your personal information if there is no need for us to keep it and where you have instructed us to do so. However, there may be legal, regulatory or other official reasons why we need to keep or use your data. If you withdraw your data, we may not be able to provide certain products or services to you which prevents us from meeting our obligations.

This does not affect your rights or our obligations under the General Data Protection Regulation.

How to make a complaint
Please let us know if you are unhappy with how we have used your personal information. Click here for our complaints process.

Changes to this Policy
We are continually improving and developing services to meet the needs of our customers. We may occasionally update this Privacy Policy to reflect ongoing changes, changes in the law and the changing nature of technology. We would encourage you to review this page periodically.

Click here to view our Terms and Conditions.

Privacy Policy last updated November 2018

Get in Touch

Have a question? Need some help? We are happy to go through any queries you may have. Call, email or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.