My Inheritance Tax Planning

Privacy Policy

Last updated: 14 October 2026

1. Who we are

MyInheritanceTaxPlanning.co.uk ("we", "us", "our") is a division of My Best Solutions Limited, a company registered in England and Wales (company number 14243668). Our registered office is 167–169 Great Portland Street, 5th Floor, London W1W 5PF. We are registered with the Information Commissioner's Office (registration number ZB623638).

This policy covers people who make an enquiry through this website, and advisers and firms who contact us about, or use, our adviser platform.

We are the data controller for the personal information described in sections 2 to 4. If you have any questions about this policy or your information, email matthew@mybestsolutions.co.uk or write to us at the address above.

2. What information we collect

If you make an enquiry about your own inheritance tax:

  • The details you enter in our consultation form: your name, email address, phone number, postcode, the estimated value band of your estate (optional) and any message you choose to include.
  • Whether you have agreed to receive marketing emails, and when.
  • A scrambled, one-way coded version of your internet (IP) address, used only to stop spam and repeated submissions. We never store your actual IP address.
  • Records of any contact you have with us by phone or email.

If you are an adviser or a firm:

  • The details you enter in our early-access form: your name, firm name, role, regulatory or professional body and number (optional), email address, phone number, number of advisers, whether you currently buy leads, and any message.
  • If you use our adviser platform: your name, email address, firm and role, sign-in and security records, and a record of actions taken in the platform (an audit log), which we keep to protect the security of the platform and the information in it.
  • A scrambled, one-way coded version of your internet (IP) address when you use our forms, used only to stop spam.

3. How we use your information and why we are allowed to

  • To respond to your enquiry and arrange your free consultation. We do this because you have asked us to (taking steps at your request) and because it is in our legitimate interests to respond to enquiries.
  • To pass your enquiry to an independent inheritance tax adviser. We do this with your consent, which you give when you submit the form.
  • To send you occasional emails about inheritance tax planning. We only do this if you tick the marketing box, and you can unsubscribe at any time.
  • To review adviser enquiries, and to provide, manage and support access to our adviser platform. We do this to perform our agreement with your firm, or to take steps at your request before one, and because it is in our legitimate interests.
  • To keep our website and adviser platform secure, including keeping audit logs and preventing spam and misuse. This is in our legitimate interests and helps us meet our legal obligations.
  • To meet our legal and regulatory obligations.

4. Passing your enquiry to an inheritance tax adviser

When you submit the consultation form, we pass your details to an independent inheritance tax adviser firm we work with, who will contact you about your free consultation. Your enquiry is placed in that firm's account on our adviser platform so the adviser can prepare for your consultation. The adviser pays us a fee for the introduction. Once the adviser receives your details, they become a separate data controller and their own privacy notice applies; they will tell you who they are when they contact you. We require advisers to use your details only to deal with your enquiry. We do not pass your details to anyone else for their own marketing.

5. Information advisers record about their own clients

Adviser firms can use our platform to record and work with information about their own clients. For that information, the adviser firm is the data controller, and we process it on the firm's behalf under a written agreement, only on its instructions. Each firm's information is kept separate from every other firm's. If you are a client of an adviser firm and have questions about your information, please contact that firm.

6. Service providers we use

We use trusted service providers to run this website, our adviser platform and our services, including website hosting and database storage (based in the European Union), email delivery, and AI tools that help draft notes, summaries and report wording for advisers. Before any information is sent to an AI tool, names, contact details and dates of birth are removed or replaced with labels. Our service providers may only use your information on our instructions and under contract. Some of these providers are based outside the UK, including in the United States. Where your information is transferred outside the UK, we make sure safeguards recognised under UK data protection law are in place, such as the UK International Data Transfer Addendum or the UK–US data bridge.

7. How long we keep your information

  • Enquiry details: deleted 24 months after our last contact with you, unless we need to keep them longer for legal reasons.
  • Adviser early-access enquiries: deleted 24 months after our last contact with you.
  • The scrambled IP address: deleted after 30 days.
  • Adviser platform accounts and firm information: kept while the firm uses the platform. When a firm's account ends, we give the firm the opportunity to export its information and delete it within 12 months.
  • Audit and security records: kept for up to 6 years, then deleted.
  • Marketing consent: kept until you unsubscribe, then we keep only a record that you have opted out, so we do not contact you again.

8. Cookies

This website and our adviser platform use only cookies that are strictly necessary for them to work, such as keeping you signed in. If we ever add analytics or advertising cookies, we will ask for your consent first.

9. Your rights

Under UK data protection law you have the right to:

  • ask for a copy of the information we hold about you;
  • ask us to correct anything that is wrong or incomplete;
  • ask us to delete your information;
  • object to us using your information where we rely on legitimate interests, and to direct marketing at any time;
  • ask us to restrict how we use your information;
  • ask us to transfer your information to another organisation;
  • withdraw your consent at any time, without affecting anything we did before you withdrew it.

To use any of these rights, email matthew@mybestsolutions.co.uk. We will not normally charge a fee, and we will reply within one month. We may ask you to confirm your identity first, to protect your information. If your request concerns information an adviser firm holds about you as its client, we will refer it to that firm.

10. Keeping your information secure

We use technical and organisational measures to protect your information, including encryption, restricted access, secure hosting, keeping each firm's information separate, and audit logs of activity on the adviser platform. If a data breach occurs that affects you, we will tell you and the Information Commissioner's Office where the law requires us to.

11. Other websites

Our website may link to other websites. We are not responsible for their content or how they handle your information; their own privacy policies apply.

12. Complaints

If you are unhappy with how we have handled your information, please contact us first so we can put it right. You also have the right to complain to the Information Commissioner's Office at ico.org.uk or by calling 0303 123 1113.

13. Changes to this policy

We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated.