Legal Information

Privacy Policy

This page explains how Palmer & Co Legal collects, uses and protects your personal data when you contact us or use this website. We aim to keep everything clear, transparent and easy to understand.

All regulated legal work is carried out through Taylor Rose once a client formally engages their services. Personal data submitted through this website prior to formal instruction is handled by Palmer & Co Legal.

This policy applies only to Palmer & Co Legal. Once a client formally instructs Taylor Rose through a fee estimate or engagement process, their separate privacy policy will apply.

Last updated: 15/12/2025

1. Who We Are

Palmer & Co Legal
Private Client Legal Consultancy
2 Aspley Woods View, Bow Brickhill, Milton Keynes, MK17 9FZ

Email: michael.palmer@taylor-rose.co.uk
Telephone: 01908 020564

Palmer & Co Legal is operated by Michael Palmer, Consultant Solicitor.

All regulated legal work is carried out through Taylor Rose, a firm authorised and regulated by the Solicitors Regulation Authority (SRA). This Privacy Policy covers only personal data collected directly by Palmer & Co Legal through this website or via direct email communication prior to formal instruction.

2. What Information We Collect

We may collect and process the following information when you use this website or contact us:

Contact Information

  • Name

  • Email address

  • Telephone number

  • Postal address

Information relating to your enquiry

  • Details relating to Wills, LPAs, probate or estate planning

  • Relevant background information

  • Third-party details where necessary to assess your enquiry

Website Interaction

  • Information submitted via contact or enquiry forms

  • Technical information such as IP address, browser type and server logs

This website is not intended to collect special category or sensitive personal data.

3. How We Use Personal Information

We use personal information to:

  • Respond to enquiries submitted through the website

  • Provide information about our services

  • Offer initial guidance and explanations

  • Prepare fee estimates

  • Communicate with potential clients prior to referral to Taylor Rose

  • Maintain basic administrative and enquiry records

  • Ensure the website functions effectively

We do not use personal information for automated decision-making or profiling.

4. Lawful Basis for Processing

We rely on the following lawful bases under the UK GDPR:

Legitimate Interests
To respond to enquiries and provide requested information prior to formal legal instruction.

Consent
Where you actively contact us or request information.

Legal Obligation
Where we are required to retain or disclose information by law.

Once a client formally instructs Taylor Rose, that firm’s lawful bases for processing will apply going forward.

5. How We Receive Enquiry Data

Website enquiries and direct emails are sent to:

michael.palmer@taylor-rose.co.uk

This inbox is securely accessed by Michael Palmer and may forward enquiries to his professional email account at Taylor Rose to allow efficient response and continuity of service. Until formal instruction takes place, personal data remains the responsibility of Palmer & Co Legal.

6. How Long We Keep Information

We retain initial enquiry information for up to 12 months, after which it is securely deleted unless:

  • you proceed to formally instruct Taylor Rose, or

  • there is a legal or regulatory requirement to retain the information for longer.

Once a client formally instructs Taylor Rose, their data retention policies apply.

7. Who We Share Information With

We only share personal information where necessary or legally required. This may include:

  • Professional or legal advisers

  • Taylor Rose, where a client proceeds to formal instruction

We do not sell, trade or transfer personal data to third parties for marketing purposes.

8. Security

We take appropriate technical and organisational measures to safeguard personal information, including:

  • Secure email systems

  • Restricted access to personal data

  • Regular monitoring of systems

While we take reasonable steps to protect your data, no method of electronic communication is entirely secure. Users are encouraged to take care when submitting personal information online.

9. Your Rights

Under UK data protection law, you have the right to:

  • Request access to your personal data

  • Request correction of inaccurate information

  • Request deletion of personal data

  • Request restriction of processing

  • Object to certain types of processing

  • Withdraw consent where consent is relied upon

To exercise any of these rights, please contact:
michael.palmer@taylor-rose.co.uk

We will respond within one month.

10. How to Complain

If you have concerns about how your data is handled, please contact us in the first instance at:

michael.palmer@taylor-rose.co.uk

If you remain dissatisfied, you may contact the Information Commissioner’s Office (ICO):

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline: 0303 123 1113
www.ico.org.uk

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be published on this page with an updated revision date.