Lineage Partners
23 Briarwood Terrace
Edinburgh EH3 7SL
United Kingdom
Privacy Policy
Last updated: December 18, 2025
Our Commitment to Your Privacy
At Lineage Partners, we understand that your privacy is paramount, particularly when dealing with sensitive legal matters concerning family and inheritance. This Privacy Policy explains how we collect, use, protect, and share information about you when you use our website and services.
We are committed to protecting your personal data and respecting your privacy rights. This policy complies with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Data Controller
Lineage Partners is the data controller responsible for your personal data. You can contact us regarding any privacy matters:
Address: 23 Briarwood Terrace, Edinburgh EH3 7SL, United Kingdom
Email: info@domain.com
Phone: +44 131 274 8631
Information We Collect
Personal Information You Provide
When you contact us or use our services, we may collect:
- Name and contact details (email address, phone number, postal address)
- Information about your legal matter and circumstances
- Financial information related to estate matters
- Documentation you provide (wills, probate documents, court papers)
- Payment and billing information
Information Collected Automatically
When you visit our website, we automatically collect:
- Technical data (IP address, browser type, operating system)
- Usage data (pages visited, time spent on pages, navigation patterns)
- Cookie data (see our Cookie Policy for details)
How We Use Your Information
Providing Legal Services
We process your personal data to provide you with legal advice and representation. This includes assessing your case, communicating with you, preparing legal documents, and representing your interests. The legal basis for this processing is the performance of our contract with you and our legitimate interests in providing professional legal services.
Communication
We use your contact information to respond to your enquiries, provide updates on your case, send appointment reminders, and share relevant legal information. We may also send you service announcements when necessary.
Website Improvement
We analyze website usage data to understand how visitors interact with our site, identify areas for improvement, and enhance user experience. This processing is based on our legitimate interest in maintaining and improving our online presence.
Legal Compliance
We process personal data to comply with legal obligations, including those related to anti-money laundering, professional conduct rules, court orders, and regulatory requirements. This processing is necessary for compliance with legal obligations.
Marketing Communications
With your consent, we may send you information about our services, legal updates, and resources that may interest you. You can opt out of marketing communications at any time.
Sharing Your Information
We maintain strict confidentiality but may need to share your information in certain circumstances:
- Third-Party Service Providers: We work with trusted service providers for IT support, document management, payment processing, and other operational needs. These providers are contractually bound to protect your data.
- Legal and Regulatory Bodies: We may share information with courts, regulatory authorities, and other parties when required by law or professional obligations.
- Expert Witnesses and Counsel: When necessary for your case, we may share information with barristers, expert witnesses, or other legal professionals.
- Other Parties: With your consent, we may share information with other parties involved in your matter, such as opposing solicitors or estate beneficiaries.
How We Protect Your Data
We implement appropriate technical and organizational measures to protect your personal data:
- Encryption of data in transit and at rest
- Secure document management systems with access controls
- Regular security assessments and updates
- Staff training on data protection and confidentiality
- Incident response and breach notification procedures
- Physical security measures for paper records
Data Retention
We retain your personal data for as long as necessary to fulfill the purposes for which it was collected and to comply with legal and professional obligations:
- Client files are typically retained for a minimum of six years following the conclusion of a matter, in accordance with professional regulations
- Financial records are retained for the period required by tax and accounting regulations
- Website analytics data is retained for up to 26 months
- Marketing preferences are retained until you withdraw consent
Your Rights and Data Management
Under data protection law, you have rights regarding your personal information:
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 or incomplete data.
Right to Erasure
In certain circumstances, you can request deletion of your data, subject to our legal and professional obligations.
Right to Data Portability
You can request your data in a structured, commonly used format.
Right to Object
You can object to processing based on legitimate interests or for direct marketing purposes.
Right to Restrict Processing
In certain situations, you can ask us to limit how we use your data.
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 using the details provided at the top of this policy. We will respond within one month of receiving your request.
Your Rights and Opt-Out Instructions
You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:
- Avoid filling out contact forms, account registrations, or any data-submitting features
- Disable cookies through your browser settings (see our Cookie Policy for more details)
- Contact us directly to request the deletion of any previously shared personal data
We respect your privacy choices. If you would like us to delete your data, please reach out to us at the contact details provided above. We will process your request promptly, subject to our legal and professional obligations.
Making a Complaint
If you have concerns about how we handle your personal data, please contact us first so we can address your concerns. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection:
Information Commissioner's Office
Website: www.ico.org.uk
Phone: 0303 123 1113
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting a notice on our website or contacting you directly. The "Last updated" date at the top of this policy indicates when it was last revised.
Questions About Privacy?
If you have questions about this Privacy Policy or how we handle your personal data, we're here to help.