How we use your personal data » Sharing Your Data » Probate Team
Please read the information below for details of how our team will use your personal data and who we will or may share it with. This information should be read together with that provided in the Privacy Notice and details about how and why this firm processes your personal data, and who Taylor Emmet will share your data with.
| How our department uses your personal data |
Who we will/may share your personal data with |
| We use your personal data primarily to provide the legal services that you have asked us to deliver, to progress your matter generally and for related purposes as detailed below (lawful bases for processing: contractual obligation and legitimate interests): |
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| Family research, completing family trees, obtaining research reports, tracing missing beneficiaries and identification of overseas assets |
Taylor Emmet genealogists: Estate Research and Grafton UK Limited and Grafton Asset Research Limited (member of Association of Professional Genealogists) and such other genealogists as may be used from time to time |
| Instruction of IFAs and accountants to advise on tax and other financial issues arising out of probate work undertaken on behalf of clients. All individuals instructed are FCA regulated. Accountants used are also regulated by the Institute of Chartered Accountants of England and Wales |
- Russell Ulyatt Financial Services Limited;
- Hill Financial Services Limited;
- Reeve Sims Limited;
- Hamnett Wealth Management;
- Future Life Wealth Management;
- Thomas Heald;
- Purple Wealth IFA;
- Hoyland Wealth Management;
- Five Wealth Management;
- B3 Wealth Management Limited;
- Gibbs & Co;
- Succession Group;
- Belmayne; and such other financial advisers as may be used from time to time
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| Estate Agents instructed in the sale of the property of the deceased when acting in the administration of an Estate as required |
Instructions will be sent to Blundells Estate Agents, Saxton Mee or Staves and such other estate agents as may be used from time to time |
| Obtaining valuations in respect of contents of the deceased’s home and other chattels owned by the deceased when acting in the administration of an Estate, and instructing on the disposal of those assets as required |
Instructions will be sent to Sheffield Auction Gallery or such other valuers as may be used from time to time |
| Liaising with other individuals and organisations in order to ascertain the extent of the assets and liabilities of the deceased, date of death valuations and realise the deceased’s assets and distribute the Estate in accordance with the provisions of the Will or rules applicable on intestacy |
In the normal course of the administration of an Estate the Probate Team will routinely communicate with many of the organisations listed below:
- Banks and building societies;
- Utility companies;
- DWP;
- Probate Registry;
- HMRC;
- Deceased’s accountant;
- Those beneficially entitled under the Will;
- HM Land Registry;
- Funeral Directors;
- DVLA
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