Clarke Willmott is committed to protecting your privacy

We are committed to protecting your privacy and security. This privacy notice explains how and why we use your personal information, when we may reveal it to others and how we keep it secure.

This privacy notice covers the following.

Who we are
Information we collect, how we use it, and how long we keep it for
Who has access to your information
Recruitment
Call recording
CCTV
Security precautions
Cross-border transfers
Artificial intelligence
Cookies and online analysis
Your rights
Getting in touch about your rights
Complaints about how we handle your information
Our information and how to contact us
Changes to this privacy notice

1. Who we are

We, Clarke Willmott LLP, are a firm of solicitors trading under the name Clarke Willmott.

We are registered with the Information Commissioner’s Office, which is the UK regulator for data protection. Our registration number is Z5593200.

You can contact our Data Protection Officer by emailing dataprotection@clarkewillmott.com or writing to the Data Protection Officer, Clarke Willmott LLP, at Blackbrook Gate, Blackbrook Park Avenue, Taunton TA1 2PG (please mark your envelope ‘Data protection’).

2. Information we collect, how we use it, and how long we keep it for

We will only collect information about you if we have a lawful reason to do so. Lawful reasons include performing our contract (where you are our client), where we have a ‘legitimate interest’ (for example, if you are referred to in a matter on which we are advising), and where you have given your permission for us to use your personal information in a particular way (for example, marketing or training updates).

If we collect your personal information, we will only keep it for as long as is necessary. How long we hold information for varies depending on legal and regulatory requirements and the purpose we collected it for. If you need any further details, please contact us using the details at the end of this notice.

We may collect personal information about you for the following reasons.

2.1 Providing legal services

We use information about you to provide legal services to our client (this, of course, may also be you). You may have given us this information, it may have been provided by someone else as part of their involvement in the matter, or it may come from an external source or database such as HM Land Registry or Companies House.

The information that we hold and process about you will depend on the type of matter we are dealing with. It might simply be your name, address and email address, or may include other personal information such as your date of birth, sensitive personal information such as medical information (for example, if we are dealing with a personal-injury case) or financial details (for example, if we are dealing with a trust or will).

We may also have to ask for information about your personal and financial circumstances to assess your ability to pay amounts due which we are instructed to collect or unpaid bills owed to us. This may be necessary to meet our responsibilities under court rules, other regulations and legislation and best-practice guidance issued by industry or professional organisations, or to follow our clients’ policies or processes.

2.2 How long we keep information for

How long we keep your information for (the retention period) depends on what we collected and used it for and any relevant laws and regulations we need to keep to. Most information is kept in records we store electronically.

The table below sets out the retention periods for the main legal matters and enquiries. There may be exceptions to this if allowed by law. If you have any questions about how long we keep your information for, please contact us.

Legal matter or enquiry	Retention period
Wills, trusts, probate, estates, power of attorneys	21 years
Matters on behalf of a child	15 years (or 7 years from the date the child turns 18 if later)
Pre- and post-nuptial agreements	102 years
Court of Protection	102 years or 15 years after the deputyship ends, whichever is earlier
Construction work	15 years
New client enquiries	6 months for simple enquiries, 6 years for complex enquiries
All other electronic records	15 years
All other paper records	7 years

If we hold original documents for you, our retention periods are as follows.

Type of document	Retention period
Wills	102 years
Probate documents	30 years
Trusts	125 years after the trust is created
Property deeds and insurance indemnities	20 years After this period we will ask you if you want to hold the document yourself. If you do not respond, the documents will be destroyed.
Leases	2 years from the date the lease ends (expires) After this period we will ask you if you want to hold the document yourself. We will not keep hold of expired leases for more than four years.
Signed agreements	As agreed with you

2.3 Conflicts of interest

We will use your information to check whether there is a conflict of interest (that is, if acting in our best interests would work against yours, or vice versa). If there is a conflict of interest, we cannot act for you or the other party.

2.4 Anti-money laundering and sanctions

Regulations on money laundering and sanctions say that we have to collect proof of identity for you and certain other people related to you, and to check whether any sanctions mean we cannot work for you.

We may also have to check where funds you are using come from.

We use Smartsearch to carry out these checks. Smartsearch and their contractor, partner Daon (UK) Ltd, will process your personal information in order to carry out the checks.

Smartsearch’s checks use artificial intelligence (AI) to perform likeness checks (checks to make sure you are real and not AI-generated) and detect potentially fraudulent identities or documents. Smartsearch and Daon (UK) Ltd will not use your information for any purpose other than those checks, and will only keep your information for 30 days.

You can find more about how Smartsearch use your information in the privacy notice on their website at www.smartsearch.com. Or you can contact our Data Protection Officer at dataprotection@clarkewillmott.com

We will only use the proof of identity and other personal information you give us as part of these checks to prevent money laundering, to prevent financing terrorism, and to check your identity and address for VAT purposes, if you have told us that you have your main or only home overseas, unless you later agree to us using it in a different way.

We will normally hold this information for five years after your business relationship with us ends. However, we may hold the information for seven complete financial years after the date of our last invoice to you if you are not charged VAT because you have told us that you have your main or only home overseas.

2.5 Politically exposed persons (PEP) checks

Under regulations on money laundering we have to carry out ‘politically exposed persons checks’ to make sure that people with influence do not use their positions for private gain. The checks, carried out by Smartsearch on behalf, scan global databases and watch lists for links to money laundering, fraud and terrorism.

We will only use the information we collect for these checks to prevent money laundering or financing terrorism, unless you later agree to us using it in a different way.

We will hold this information for five years after your business relationship with us ends.

2.6 Credit reference agencies

As part of our anti-money laundering checks we have to carry out credit checks through credit reference agencies. You can find more information about credit reference agencies and the information they keep in the Credit Reference Agency Information Notice on the website at www.equifax.co.uk.

2.7 Client support

As part of our ongoing support to clients, if we have provided legal services to you we may use your information to update you on changes to the law that relate to the specific matter on which we advised you.

If you do not want to receive this information, please contact info@clarkewillmott.com or write to the Business Development Team at Blackbrook Gate, Blackbrook Park Avenue, Taunton, TA1 2PG.

2.8 Marketing

If you have given us permission or if we have a legitimate interest, we will send you information promoting us and our services. This includes keeping you up to date with news on topics.

We will not share your information for marketing purposes outside Clarke Willmott.

You can decide not to receive marketing communications or change how we contact you at any time. If you want to do so, please contact info@clarkewillmott.com or write to our Business Development Team at Blackbrook Gate, Blackbrook Park Avenue, Taunton, TA1 2PG.

If you ask us to not send you marketing emails, we will continue to hold enough information about you to maintain a record of your preference not to receive emails.

We tell other clients and potential clients, in general terms (without revealing personal information), about the services we provide. Sometimes they ask for more details on specific examples. If we would like to give these people information specifically about you or the work we carry out for you, we will ask for your permission.

If you provided information by filling in the general enquiries form on our website, we will use that information to respond to your enquiry and to record and monitor enquiries.

2.9 Client feedback

We may ask you for feedback on our services from time to time. We may use an external service provider to help us deal with feedback. If we do, your contact details will be passed to them for that purpose. If our service provider contacts you for feedback, you will be provided with their privacy notice.

2.10 Automated decision-making and profiling

Automated decision-making is where a decision is made about you by a computer system without any human involvement. Profiling is the automated processing of personal information to assess certain things about you. We do not use any automated decision-making systems and we do not profile individuals.

2.11 Recruitment

We will hold any information you have provided on a recruitment application form for recruitment purposes only. We will not pass that information to anyone else without your permission. If your application is unsuccessful, we will hold the information you give us for 12 months, after which time we will delete it.

2.12 Administration

We also use the information you give us for related purposes, such as:

meeting our legal and regulatory obligations;
keeping records;
analysing operational and financial systems; and
training and quality control

3. Who has access to your information

3.1 Our client

Our professional obligations mean that we have to share your information with our client if we collect it during the course of a matter we are advising them on.

If we are working with you and another person or organisation on the same matter (for example, we are acting for your mortgage lender as well as you), or with you on behalf of another person or organisation (for example, processing an insurance claim on behalf of an insurer), we may share information you give us with the other parties involved in the matter.

3.2 Third-party experts and suppliers

When providing our legal services we may need to share your information with:

other professional advisers, such as barristers or experts, who we may instruct to advise on our clients’ behalf or who are representing the other side in the case or transaction;
the court, in matters relating to legal action; or
companies or people who carry out typing, photocopying, archiving or other non-legal tasks on our files, or who provide support such as finding missing people or serving court proceedings. All of our suppliers have entered into contracts with us that include terms which protect the information that they hold or process on our behalf.

3.3 Regulatory purposes, law enforcement, safeguarding and outsourcing

We may need to reveal information about you in other situations to other people, such as:

our auditors, the Solicitors Regulation Authority and other professional organisations, for audit, quality-control and other purposes;
our insurers, whether or not you have made a claim against us;
credit reference agencies and other organisations carrying out checks on our behalf;
our legal advisers;
the National Crime Agency, in connection with anti-money laundering law;
law enforcement agencies, local authorities or other organisations we have to provide information to by law to prevent, detect and prosecute a crime or to prevent risk of harm to your or another; and
regulatory or tax authorities

Like many businesses, we also outsource some of our computer systems and other services to specialist providers. All of our specialist providers have entered into contracts with us that include terms which protect the information that they hold or process on our behalf.

4. Recruitment

We have a separate privacy notice that describes how we collect and use personal information about candidates during the recruitment process.

5. Call recording

Our debt recovery team may record phone calls for the following purposes.

To monitor data protection and caller identification.
To help with handling complaints.
To make sure legal processes are followed.
To improve our service.
To be used as evidence in legal proceedings.
To enable our clients to review our performance and customer service (if our contract with the client requires us to enable such reviews).

Recordings are kept for one year. We do not keep details of credit or debit cards.

You can ask us not to record your call. We keep notes of phone calls in line with the timescales set out in section 2.1 above.

6. CCTV

We have closed-circuit television (CCTV) at our office locations. We operate CCTV only for the purpose of the security of our staff, visitors and premises and we have signs which clearly show it is in operation. We keep the images for one month, after which we wipe them.

In our London and Manchester offices, CCTV systems are managed and maintained by the building managing agents. In these offices it is accessed by staff the managing agent has a contract with.

In our Taunton, Bristol, Cardiff and Birmingham offices the CCTV system is managed, maintained and operated by us. The system is operated by designated members of staff we have chosen for this role.

All operators who have access to any images that cover our offices have the relevant licences to view CCTV images.

7. Security precautions

We use a variety of physical measures (such as locks), technical measures (such as passwords and encryption) and organisational measures (such as policies and procedures) to keep your information available, safe from loss and accurate, and to prevent unauthorised access to it.

We store electronic data and databases on secure computer systems and control who has access to information (using both physical and electronic means). We use ‘the cloud’, which means that we store client information on servers which we do not own and which are not kept in our offices. We access these servers through secure connections. All of our cloud computing suppliers meet strict requirements for security and confidentiality.

Our staff receive data protection training and we have a set of detailed data protection policies which they must follow when handling personal information.

8. Cross-border transfers

Some of our transcription services are provided by a company based outside the UK and EEA. The service is provided through secure access to our systems in the UK, and safeguards such as standard contract clauses are in place to protect your information.

There may be times when we need to use services, experts or lawyers in other countries. In this case, we make sure that appropriate protection is in place to transfer your information securely, in line with data protection law.

You can get more information by contacting us (see our contact details in clause 13).

9. Artificial intelligence

We may use artificial intelligence (AI) software to perform some tasks, such as checking documents for mistakes. When we use AI, we carry out risk assessments to assess whether the software is secure, your information is kept confidential and the use of AI is appropriate. The outcomes of the tasks we perform are reviewed by a member of staff at an appropriate level to make sure they are accurate.

10. Cookies and online analysis

Cookies are small text files that websites put on your computer so the site can remember who you are. They contain a unique, anonymous identifier, which is usually a string of letters or numbers.

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website, and also allows us to improve our site.

We use analytical cookies in the form of Google Analytics and Google Tag Manager. They allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by making sure that users are finding what they are looking for easily.

These non-essential cookies do not identify any person and are used only to track user experience so we can make improvements. If you are using our website, you can click ‘accept’ to agree to us using cookies.

You can find more information about allowing and disabling cookies at www.allaboutcookies.org.

For more details on the cookies we use, please see the cookies information on our website at www.clarkewillmott.com.

11. Your rights

You have the following legal rights.

The right to ask us to confirm whether we hold your personal information and, if we do, to get a copy of the information we hold. This is known as a ‘subject access request’. Exemptions, including legal privilege (a legal right that protects certain communications and documents from being used in legal proceedings), could mean you may not be entitled to receive all the information we hold on you. We will tell you if there is any information we have not provided and the reason for this.
The right to have your information erased, although this may not apply if we need to continue to hold or use it for a lawful
The right to move your information to another organisation in an electronically readable form.
The right to have inaccurate information corrected.
The right to object to your information being used for marketing.

Please keep in mind that there are exceptions to the rights above and, although we will always try to respond to your satisfaction, there may be situations where we are unable to do so.

12. Getting in touch about your rights

If you would like more information on your rights or want to enforce them, please contact our Data Protection Officer (Kat Quinton) by email at dataprotection@clarkewillmott.com or write to them at

Blackbrook Gate, Blackbrook Park Avenue, Taunton TA1 2PG.

13. Complaints about how we handle your information

If you believe that we have broken your data protection or privacy rights, you can complain to us direct by contacting our Data Protection Officer using the details set out above. We aim to respond to you quickly, and will acknowledge your complaint within 30 days.

If you are not happy with our response, or you want to contact the UK Information Commissioner’s Office, which regulates and enforces data protection law in the UK, you can find details about how to do this at www.ico.org.uk.

If you are unhappy about any other aspect of our service, you should follow our complaints procedure.

14. Our information and how to contact us

We are a limited liability partnership incorporated in England and Wales. Our registered number is OC344818 and our registered office is at Clarke Willmott LLP, Burlington House, Botleigh Grange Business Park, Hedge End, Southampton SO30 2AF.

For the purposes of anything within this privacy notice, please write to us at Clarke Willmott LLP, Blackbrook Gate, Blackbrook Park Avenue, Taunton TA1 2PG. Please address your envelope to the appropriate person or team.

15. Changes to this privacy notice

We’ll amend this privacy notice from time to time to make sure it is up to date and accurately reflects how and why we use your personal information. The current version of our privacy notice will always be posted on our website.

Privacy Notice
Last revised: July 2025

Clarke Willmott LLP is a limited liability partnership registered in England and Wales with registration number OC344818. Authorised and regulated by the Solicitors Regulation Authority (SRA Number: 510689), whose rules can be found at http://www.sra.org.uk/handbook/. Registered office: Clarke Willmott LLP, Blackbrook Gate, Blackbrook Park Avenue, Taunton, TA1 2PG. Any reference to a ‘partner’ is to a member of Clarke Willmott LLP or an employee or consultant who is a lawyer with equivalent standing and qualifications and is not a reference to a partner in a partnership.

Privacy notice