1. Who We Are

We are LCS Legal Services Group Ltd, a company based in the United Kingdom, specialising in Wills, Estate Planning, Probate and Estate Administration. We act as a Data Controller for the personal information we collect and process.

If you have any questions about this notice or how we handle your data, you can contact us at:

Email: office@lcslegal.co.uk
Address: 1A Millennium Building, Dawlish Business Park, Dawlish,Devon, EX7 0NH.
Telephone: 0345 017 8250

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2. What Personal Data We Collect

We collect and process different types of personal data depending on our relationship with you. This may include:

• Identification and contact details: name, address, telephone number, email, date of birth, and proof of identity.

• Financial and payment details: bank information, asset details, income, and liabilities where relevant to our services.

• Family, Executor and Beneficiary information: names, relationships, contact details and personal circumstances of individuals involved in your Estate Planning or Administration.

• Special category data: such as health information or other sensitive data relevant to the preparation of Wills or Estate matters, only where necessary and with your consent.

• Communications: correspondence, meeting notes, and any information shared during our engagement.

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3. How We Use Your Personal Data

We use your data to:

• Provide you with advice and services in connection with Wills, Probate, Estate Planning, and related matters.

• Verify your identity to comply with legal and regulatory obligations.

• Manage our relationship with you, including billing, payments, and correspondence.

• Maintain our client records and improve our services.

• Meet our legal and professional obligations, including anti-money laundering and regulatory compliance.

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4. Our Lawful Bases for Processing

We process your personal data under one or more of the following lawful bases as set out in Article 6 of the UK GDPR:

• Contractual necessity: To provide you with the legal services you have requested.

• Legal obligation: To comply with laws and regulations, including anti-money laundering and tax requirements.

• Legitimate interests: To manage our business operations, maintain records, and improve our services.

• Consent: For processing special category data (e.g., health information) where this is necessary and consent is freely given.

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5. Who We Share Your Data With

We may share your information with:

• Professional advisers, such as accountants or financial planners, where necessary to carry out your instructions.

• Government bodies, courts, or regulatory authorities when required by law.

• External suppliers and service providers (such as IT, secure document storage, and email hosting) who support our business operations under strict confidentiality agreements.

We will never sell your data or share it for marketing purposes outside our firm without your consent.

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6. Data Retention

We keep your personal data only as long as necessary to fulfil the purposes we collected it for, including for satisfying legal, accounting, or reporting requirements.

• Client files and related documents are typically retained for a minimum of six (6) years after the matter has closed, unless a longer period is required by law or professional rules.

• Wills, trust deeds, and other key estate documents may be stored securely for longer periods, sometimes indefinitely, for your ongoing benefit.

After these periods, data will be securely deleted or anonymised.

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7. Your Rights Under the UK GDPR

You have several rights regarding your personal data:

• Access: You can request a copy of the data we hold about you.

• Rectification: You can ask us to correct any inaccurate or incomplete information.

• Erasure: You can ask us to delete your data where it is no longer necessary for the purpose it was collected.

• Restriction: You can ask us to limit how we process your data in certain circumstances.

• Portability: You can request that we transfer your data to another organisation.

• Objection: You can object to processing carried out under legitimate interests.

• Withdraw consent: Where processing is based on consent, you can withdraw this at any time.

To exercise any of these rights, please contact us using the details above.

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8. Complaints

If you are concerned about how we handle your personal data, please contact us first so we can resolve the issue.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK’s data protection authority:

ICO website: https://www.ico.org.uk
Helpline: 0303 123 1113
Address: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.

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9. Updates to This Notice

We may update this Privacy Notice from time to time to reflect changes in law, regulation, or our internal practices. The most recent version will always be available on our website, and the date of the latest update will appear at the top of this page.