Privacy Policy


If you are a visitor to, or a customer of Trust and Protect then this Privacy Policy applies to your use of the Website or Service.

At Trust and Protect, we respect the privacy of our users and recognize the importance of protecting the personal information we collect about you. Our Privacy Policy is designed to help you understand what information we collect and how we use and share that information.

By using the Website and Services you are accepting and consenting to the practices described in this Privacy Policy.


For the purposes of Regulation, the data controller is Iain Smith t/a Trust and Protect.


If you are an individual from the European Economic Area (EEA) or the UK, our legal basis for collecting and using the personal information will depend on the personal information concerned and the specific context in which we collect it. However, we will normally collect personal information from you only where: (a) we have your consent to do so, (b) where we need the personal information to perform a contract with you (e.g. to deliver the Services you have requested), or (c) where the processing is in our or a third party’s legitimate interests (and not overridden by your data protection interests or fundamental rights and freedoms).

In some cases, we may also have an obligation to collect personal information from you, or may otherwise need the personal information to protect your vital interests or those of another person (Will beneficiary).  If you do not provide complete information this may result in your Will being vulnerable to challenge.

Where we rely on your consent to process the personal information, you have the right to withdraw or decline your consent at any time. Please note that this does not affect the lawfulness of the processing based on consent before its withdrawal.

If you have any questions about or need further information concerning the basis on which we collect and use your personal information, please contact us using the contact details provided further below.


We collect and process your Personal Data when you use the Website or Services, when you sign up to receive our content or newsletters and when you engage with us. Our processing operations are mainly necessary to enable us to make contact with you, necessary for the purposes of operating the Services, or based on you having given us consent. We store your Personal Data on servers located within the European Economic Area (the “EEA”).


Customer Data – We collect information about you when you use our Services. This includes a broad range of personal and financial information we require to give guidance on; and the fulfilment of Will and Trust services. We will only use Customer Data to carry out obligations arising from any contracts entered into between you and us.

Subscription: If you subscribe to our Blog or regular Marketing material, we will process your email address. If you choose to subscribe we will also process information about how you interact with the emails and messages you receive from us, such as whether or not you open the communication, the links you click on, whether you purchase anything or whether you opt-out of the communications.

Technical – Usage and Location Information. We automatically collect information on how users interact with our website, such as the IP address from which you access the Offerings, date and time, information about your browser, operating system and computer or device, pages viewed and items clicked. We may also collect location information, including location information automatically provided by your computer or device.

Third-Party Platforms – We may collect information when you interact with our advertisements and other content on third-party sites or platforms, such as social networking sites. This may include information such as “Likes”, profile information gathered from social networking sites or the fact that you viewed or interacted with our content.


We may disclose your personal information to third party business partners, suppliers and sub-contractors:

  • for the performance of any contract, we enter into with you.
  • to send you post or email via third-party communications or delivery service providers.
  • to collect website analytics and optimisation information to improve our Website.
  • to comply with any applicable legal obligation, court order, summons, search warrants, or any other legal or regulatory obligation or request to which Trust and Protect is or may become subject.
  • If we are acquired by a third party, in which case personal data held by us our customers will be one of the transferred assets.


Information you provide to us through the Website is protected by encryption. Once we have received your information, we use strictly maintained physical, electronic and procedural safeguards to prevent unauthorised access.

Unfortunately, the transmission of information via the Internet is not completely secure. Although we will endeavour to protect your personal data, we cannot guarantee the security of your data transmitted to our Website or the Services. Any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.


The Website may contain links to other websites (“Linked Websites”). We are not responsible for the privacy statements or practices on Linked Websites. This Privacy Policy governs only information collected on the Website or in the Services. When accessing Linked Websites, you should read the privacy statement published on the relevant Linked Website. The terms of our Privacy Policy do not apply to Linked Websites. Please check these statements before you submit any Personal Data to Linked Websites.


We will keep your Personal Data no longer than is necessary for the purposes for which the data was provided.


You have the right under Data Protection Law, free of charge, to request:

  • Access to your personal data.
  • Rectification or deletion of your personal data.
  • A restriction on the processing of your personal data.
  • Object to the processing of your personal data.
  • Withdraw your consent to us processing your personal data, at any time.

We will provide you with information without undue delay and at the latest within one month of receiving your request. We may extend this up to 2 months if necessary, however we will inform you if this arises.


Please note that where we process your Personal Data for marketing purposes, if you change your mind about being contacted in the future, you can also “opt out” at any time by clicking the “unsubscribe” link at the bottom of any communication. Once you “opt out”, you will no longer receive any marketing emails from us. We will continue to communicate with you regarding your service billing and support via email.


If you have any complaints about our use of your Personal Data please email


We don’t knowingly collect or solicit personal information from anyone under the age of 16. If you are under 16, you may not attempt to register with us or send any information about yourself to us, including your name, address, telephone number, or email address. In the event that we confirm that we have collected Personal Data from someone under the age of 16 without verification of parental consent, we will delete that information promptly. If you are a parent or legal guardian of a child under 16 and believe that we might have any information from or about such child, please contact us at the email or mailing address provided at the end of this Privacy Policy.


We reserve the right to change our Privacy Policy at any time. If we make changes, we will post them on the Website and will indicate on this page replacement policy’s new effective date. If we make material changes to this Privacy Policy, we will notify you by email or through notices on the Offerings.

This Privacy Policy was last updated in August 2020 and replaces any other Privacy Policy previously applicable from this date.


For any questions about this Privacy Policy, please email us at

Access Our Specialist Expertise



Protect your family’s wealth at death and afterwards, 

with affordable quality products you can trust.