Data Protection Notice

1. Appleby, Hope & Matthews (“we” or “us”) is a data controller for the purposes of
General Data Protection Regulations and the Data Protection Act 2018 (“the
legislation”) and is registered with the Information Commissioners Office (“ICO”).

2. We will hold personal information about you in connection with the legal work we are
carrying out on your behalf. That might include sensitive information, financial
information, medical information and information about your family and relationships.

3. We will only use your information in connection with the matter with which you have
instructed us and for no other purpose.

4. When you instruct us to act for you, you give us consent to hold and process your
information. Any information that we hold about you will only be shared with third
parties insofar as is necessary for us to comply with your instructions. This will not
involve transferring your data outside the European Economic Area (EEA). 

We may be required to share your information where we are permitted to do so in order
to comply with rules imposed by the Solicitors Regulation Authority, HM Revenue &
Customs, or other relevant public bodies.

5. The General Data Protection Regulations provide you with a number of rights as follows:

  • the right to access personal data and supplementary information
  • the right to have inaccurate personal data rectified or completed if incomplete
  • the right to erasure (to be forgotten) in certain circumstances
  • the right to restrict processing in certain circumstances
  • the right to data portability
  • the right to object to processing in certain circumstances

We retain all files and personal data for a minimum of 6 years.

In the case of instructions relating to Wills, we keep all files for a period of 80 years.
In respect of instructions relating to children, we keep files until the child is 18 years old.

After that period, you may instruct us that you wish to exercise your right to be forgotten
and for us to delete your data.  You should make such a request to our Data Protection Officer,                         Julianne Askins.

6. You have the right to raise a subject access request. Subject access requests will be
dealt with by our Data Protection Officer but are subject to legal professional privilege
and each case will be dealt with individually.