The Probate Partnership

1. Who we are

The Probate Partnership is a trading name of Palace Property Group Ltd, a company registered in England and Wales (Company No. 16335863), with a registered office at 90 Elmers End Road, Beckenham, BR3 4TA.

Palace Property Group Ltd is the data controller for the personal data collected through this website. If you have any questions about how we handle your personal data, please contact us at [email protected].

2. What personal data we collect

We collect personal data in the following circumstances:

RICS Valuation Bookings

When you book a RICS probate valuation, we collect: your full name, email address, telephone number, the property address, and payment information. Payment data (card details) is processed directly by Stripe and is never stored on our servers.

Solicitor Referral Form

When a solicitor submits a client referral, we collect: the solicitor's name, firm name, email address, telephone number, the client's name and contact details, the property address, and any notes provided.

Website Analytics

We collect anonymised data about how visitors use this website, including pages visited, time spent on pages, and general geographic region. This data does not identify you personally. Analytics are only collected with your consent (see Section 6).

Communications

If you contact us by email, telephone, or WhatsApp, we will retain records of that communication for the purpose of responding to your enquiry and managing our relationship with you.

3. How we use your personal data

Purpose	Lawful basis
Booking and delivering your RICS valuation	Performance of a contract
Processing your payment via Stripe	Performance of a contract
Responding to your enquiry	Legitimate interest
Managing a solicitor referral	Legitimate interest
Sending you updates about your instruction or valuation	Performance of a contract / Legitimate interest
Improving our services through anonymised analytics	Consent
Complying with legal obligations (e.g. anti-money laundering)	Legal obligation

We do not use your personal data for automated decision-making or profiling. We do not sell your personal data to third parties. We do not use your data for direct marketing without your explicit consent.

4. Who we share your data with

We share your personal data only where necessary:

Stripe Inc. — payment processing. Stripe is PCI-DSS compliant and processes card data under its own privacy policy.
RICS-accredited surveyors — we share property address and contact details with the appointed surveyor to arrange and deliver your valuation.
Our solicitors and legal advisors — where legally required or in connection with a transaction.
Analytics providers — anonymised, aggregated data only, and only with your consent.

All third parties we work with are required to handle your data securely and in accordance with UK GDPR.

5. How long we keep your data

Purpose	Lawful basis
Valuation booking records	7 years (HMRC / IHT compliance)
Payment transaction records	7 years (financial records obligation)
Solicitor referral records	7 years from completion of the transaction
General enquiry correspondence	3 years from last contact
Analytics data	26 months (anonymised)

6. Cookies

We use cookies on this website. Strictly necessary cookies (required for Stripe payment processing and session management) are set automatically. Analytics cookies are only set with your consent. You can manage your cookie preferences at any time using the cookie banner or by visiting our Cookie Policy.

7. Your rights under UK GDPR

You have the following rights in relation to your personal data:

Right of access — you can request a copy of the personal data we hold about you.
Right to rectification — you can ask us to correct inaccurate data.
Right to erasure — you can ask us to delete your data, subject to legal retention obligations.
Right to restrict processing — you can ask us to pause processing of your data in certain circumstances.
Right to data portability — you can ask for your data in a structured, machine-readable format.
Right to object — you can object to processing based on legitimate interests.
Right to withdraw consent — where processing is based on consent, you can withdraw it at any time.

To exercise any of these rights, please contact us at [email protected]. We will respond within 30 days.

If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.

8. Data security

We take the security of your personal data seriously. Our website uses HTTPS encryption for all data in transit. Payment data is processed exclusively by Stripe and never touches our servers. Access to personal data within our business is restricted to those who need it to perform their role.

In the event of a personal data breach that is likely to result in a risk to your rights and freedoms, we will notify the ICO within 72 hours and you directly where required.

9. International transfers

Your personal data is stored and processed within the UK and European Economic Area (EEA). Where any third-party service provider processes data outside the UK/EEA (for example, Stripe's global infrastructure), appropriate safeguards are in place under UK GDPR Article 46.

10. Changes to this policy

We may update this Privacy Policy from time to time. The date at the top of this page will reflect the most recent revision. We encourage you to review this policy periodically. Continued use of this website following any changes constitutes your acceptance of the updated policy.

11. Contact us

Palace Property Group Ltd (trading as The Probate Partnership)
90 Elmers End Road, Beckenham, BR3 4TA
Email: [email protected]