My Inheritance tax planning (‘we’, ‘our’, ‘us’, ‘the Company’) is a division of My Future Planning Limited, (Company Number 11347980) and is registered with the Information Commissioner's Office (Registration Number ZA452006).
Our registered offices are 123 Wellington Road South, Stockport, England, SK13TH.
For the purposes of the Data Protection Act 1998 we act as the ‘Data Controller’ and will remain so under the General Data Protection Regulation ((EU) 2016/679) (‘GDPR’) until such a time as it is replaced by new legislation.
We are committed to ensuring that your privacy is protected whilst using this website.
We may make amendments to this policy periodically, and at such a time this page will be updated accordingly. The current version of this policy is effective as of 1st January 2020.
We are compliant with all data protection law and principles, ensuring that all information we collect from you will be:
Used lawfully and transparently
Collected only for valid, clearly defined purposes
Processed only for valid, clearly defined purposes
Accurate and updated
Kept only for the time it is required
Stored safely and securely
Information We Collect
We may collect the following types of information:
Personal details such as name, telephone number and email address
Your service requirements for 3rd Party Tax Advisers all of whom are fully qualified, Insured and UK based.
Records of your online service requests, interaction with a service, Internet Protocol (IP) address, browser type, browser language and the date and time of your request.
How Is This Information Collected?
We collect your personal information via the following methods:
Website data entry forms
Collection of Website Cookies
Follow up contact made by phone or email
How Is My Information Used?
We will always use your personal data legally, and largely in the following circumstances:
To register you as a client
To process inquiries and respond to requests
To contact you regarding our services and your service requirements
To manage our relationship with you as a client
To request feedback on our services
To request feedback on the services provided by our affiliates
To administer and protect the business and this website
Sharing Your Personal Information
We share personal information with other companies or individuals in the following circumstances:
Where we have your consent and you have opted-in for the sharing of personal information
To introduce you to a trusted UK Based Tax Adviser, who will contact you as a third party regarding your requirements and their services.
When provided with access to your personal data, our third-party partners are contractually obliged to use that data only to perform pre-agreed purposes and may not use it for any other purpose.
When we collect your email address you will be automatically added to our mailing list. We may periodically send promotional emails about our services and other relevant information, or request feedback on our services or website. You can unsubscribe at any time.
Not Providing Required Information
If you choose not to provide certain personal information when requested either by law or under the terms of contract, we may not be able to deliver those services. In this instance, we will notify you that the service(s) will be canceled unless sufficient information is provided.
Change of Purpose
Your personal information will only be used for the purposes for which it was collected. If we need to use your personal information for any related or unrelated purpose, we will request your permission before any action is taken.
This website collects and may from time to time use, Cookies.
Cookies are pieces of information that a website transfers to your computer’s hard disk for record-keeping purposes and they can make the World Wide Web more useful by storing information about your preferences on a website.
We will always look to ensure that your information is secure. In order to prevent unauthorised access or disclosure we implement physical, electronic and managerial procedures designed to safeguard and secure personal data collected via our website.
If any suspected data security breach should occur, both yourself and the suitable regulatory bodies will be informed as required by law and in line with our internal procedures.
Our website may, on occasion, contain links to other websites.
We will only retain your personal information for as long as is necessary to fulfil the original purpose of collection. This includes any legal, accounting and reporting requirements.
We determine the appropriate retention period for any personal data on a case-by-case basis, taking into consideration the amount, nature, and sensitivity of the information collected and the potential risk of harm from unauthorised use or disclosure of your data.
Controlling Your Data
Because it is important that any personal information we hold about you is accurate and current, please keep us informed if your details change during your business relationship with us.
Under certain circumstances, you have the legal right to:
Request a ‘Data Subject Access Request’, enabling you to receive a copy of the personal information we hold about you and to check that we are processing it lawfully
Request a correction of the personal information that we hold about you and make any corrections to your data that you feel necessary
Request the deletion of your personal information from our records. This allows you to ask us to delete or remove personal information where there is no good reason for us to store it.
Object to the processing of your personal information where we are relying on a legitimate interest (or those of a third party) and you wish to object to processing on such ground. This also applies to your information regarding direct marketing
Request a restriction in the processing of your personal information. This allows you to ask that we suspend the processing of personal information about you
Request the transfer of your personal information to another party
If you wish to review, correct or remove information you have shared with us, object to the processing of your personal data, or request that we transfer your personal information to another party, please contact us: The Data Controller, My Future Planning Limited, 123 Wellington Road South, Stockport, England, SK13TH.
We will not normally charge you to access your personal information or to exercise any of the other rights as listed above. However, we may charge a reasonable fee if your access request is clearly unfounded or excessive. In rare circumstances, we may refuse to comply with a request.
We may need to request specific information from you to help us confirm your identity and ensure your right to access the information. This is an appropriate security measure put in place to make sure that your personal information is not disclosed to any unauthorised person.
Right to Withdraw Consent
In reasonable circumstances you have the right to withdraw your consent for us to process your personal data. In such an event, please contact us: The Data Controller, My Future Planning Limited, 123 Wellington Road South, Stockport, England, SK13TH.
If You Have a Complaint
We take all complaints received about the collection and processing of personal information seriously and would encourage you to bring to our attention any instance where you feel our conduct has been unfair, misleading or inappropriate.
Alternatively, you can make a formal complaint to the Information Commissioner’s Office at the following address: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.