Data Protection

Last month, I wrote an article about What Changed on the 19th June 2026 - and What Owners of Estate Planning Businesses Need To Do . Very quickly, it became the most read post on this site - but I still haven't found a single will writing or estate planning firm website with a privacy policy that reflects the changes. That's not a criticism - it's the reality of running a business where it feels like there is always a fire to put out. Knowing you need to update a policy and f

If you're a will writer or estate planner, you're already dealing with some of the most sensitive personal data there is. Client financial details, family circumstances, health information gathered for capacity assessments - the nature of what you do means data protection is central to your practice. So when the law changes how clients can make complaints about the way their data is handled, you need to pay attention. There's a change that came into force on 19 June 2026 that