Who are we and what do we do?

Baldwin & Robinson Law is a Limited Company, authorised and regulated by the Solicitors Regulation Authority under number 607345.  We collect, use and are responsible for certain personal data about you. When we do so we are subject to the UK General Data Protection Regulation (UK GDPR). 

Our services and website are not aimed specifically at children who are usually represented by their parents or guardians. If you are a child and you want further information about how we might use your data, please contact us (see ‘How to contact us’ below).

Key terms

It would be helpful to start by explaining some key terms used in this policy:

We, us, our

Baldwin & Robinson Ltd, trading as Baldwin & Robinson Law

Personal data

Any information relating to an identified or identifiable individual

Special category personal data

Personal data revealing racial or ethnic origin, political opinions, religious beliefs, philosophical beliefs or trade union membership.Genetic data, biometric data (where used for identification purposes) and data concerning health, sex life or sexual orientation

Data subject

The individual who the personal data relates to

Personal data we collect about you

The table below sets out the personal data we will or may collect in the course of providing services to you. 

Personal data we will collect  Personal data we may collect depending on why you have instructed us

Your name, address and telephone number.

Information to enable us to check and verify your identity, e.g. your date of birth or passport details.

Electronic contact details, e.g. your email address and mobile phone number.

Information relating to the matter in which you are seeking our advice or representation.

Information to enable us to undertake a credit or other financial checks on you.

Your financial details so far as relevant to your instructions, e.g. the source of your funds if you are instructing on a purchase transaction.

Information about your use of our IT, communication and other systems, and other monitoring information e.g. if using our secure online client portal

Your National Insurance and tax details.

Your bank and/or building society details.

Details of your professional online presence, e.g. LinkedIn profile.

Details of your spouse/partner and dependants or other family members, e.g. if you instruct us on a family matter or a will.

Your employment status and details including salary and benefits, e.g. if you instruct us on matter related to your employment or in which your employment status or income is relevant. 

Your nationality and immigration status and information from related documents, such as your passport or other identification, and immigration information, e.g. for the purpose of AML checks.

 

 

 

We collect and use this personal data to provide services to you. If you do not provide personal data we ask for, it may delay or prevent us from providing those services.  In particular, much of the personal data that we obtain is required in order that we comply with Money Laundering Regulations 2017 (MLR 2017).

How your personal data is collected

We collect most of the above information from you. However, we may also collect information:

  • from publicly accessible sources, e.g. Companies House or HM Land Registry;
  • directly from a third party, e.g.:
    • sanctions screening providers;
    • credit reference agencies;
    • client due diligence providers;
  • from a third party with your consent, e.g.:
    • your bank or building society, another financial institution or advisor;
  • via our website—we use cookies and similar technologies on our website (for more information on cookies, please see our cookie policy)
  • via our information technology (IT) systems, e.g.:
    • via our case management, document management and time recording systems;
    • from door entry systems and reception logs;
    • through automated monitoring of our websites and other technical systems, such as our computer networks and connections, CCTV and access control systems, communications systems, email and instant messaging systems;

How and why we use personal data

Under data protection law, we can only use your personal data if we have a proper reason, e.g.:

  • you have given consent—where we need your consent, we will ask for it separately of this privacy policy and you can withdraw consent at any time to comply with our legal and regulatory obligations;
  • to fulfil our contract with you or take steps at your request before entering into a contract; or
  • for our legitimate interests or those of a third party.

A legitimate interest is when we have a business or commercial reason to use your personal data, so long as this is not overridden by your own rights and interests. You have the right to object to processing based on legitimate interests. We must then stop the processing unless we can demonstrate compelling legitimate grounds which override your interests, rights and freedoms or the processing is required to establish, exercise or defend legal claims.

The table below explains what we use your personal data for and why:

What we use your personal data for Our reasons
Providing services to you. To fulfil our contract with you or to take steps at your request before entering into a contract.
Preventing and detecting fraud against you or us. For our and/or your legitimate interests, ie to minimise fraud that could be damaging for you and/or us.

Conducting checks to identify our clients and verify their identity.

Screening for financial and other sanctions or embargoes.

Other activities necessary to comply with professional, legal and regulatory obligations that apply to our business, e.g. under health and safety law or rules issued by our professional regulator.

Depending on the circumstances:

  • to comply with our legal and regulatory obligations
  • for our legitimate interests

 
To enforce legal rights or defend or take legal proceedings.

Depending on the circumstances:

  • to comply with our legal and regulatory obligations
  • for our legitimate interests, i.e. to protect our business, interests and rights.

Gathering and providing information required by or relating to audits, enquiries or investigations by regulatory bodies

Depending on the circumstances:

  • to comply with our legal and regulatory obligations.
  • for our legitimate interests.
Ensuring internal business policies are complied with, e.g. policies covering security and internet use. For our legitimate interests, i.e. to make sure we are following our own internal procedures so we can deliver the best service to you.
Operational reasons, such as improving efficiency, training and quality control. For our legitimate interests, i.e. to be as efficient as we can so we can deliver the best service to you at the best price.

Ensuring the confidentiality of commercially sensitive information.

Depending on the circumstances:

  • for our legitimate interests, i.e. to protect trade secrets and other commercially valuable information.
  • to comply with our legal and regulatory obligations.

Statistical analysis to help us manage our business, e.g. in relation to our financial performance, client base, services range or other efficiency measures.

For our legitimate interests, i.e. to be as efficient as we can so we can deliver the best service to you at the best price.

Protecting the security of systems and data used to provide services, preventing unauthorised access and changes to our systems.

Depending on the circumstances:

  • for our legitimate interests, i.e. to prevent and detect criminal activity that could be damaging for you and/or us
  • to comply with our legal and regulatory obligations.

Updating and enhancing client records.

  

Depending on the circumstances:

  • to fulfil our contract with you or to take steps at your request before entering into a contract.
  • to comply with our legal and regulatory obligations.
  • for our legitimate interests, e.g. making sure we can keep in touch with our clients about existing and new services

Statutory returns

 To comply with our legal and regulatory obligations.

 Ensuring safe working practices, staff administration and assessments.

Depending on the circumstances:

  • to comply with our legal and regulatory obligations.
  • for our legitimate interests, e.g. to make sure we are following our own internal procedures and working efficiently so we can deliver the best service to you.

Marketing our services to existing and former clients and third parties.

Depending on the circumstances:

  • for our legitimate interests, i.e. to promote our business.
  • consent

Credit reference checks via external credit reference agencies.

For our legitimate interests, ie to ensure our clients are likely to be able to pay for our services.

External audits and quality checks, e.g. for ISO, Lexcel or Investors in People accreditation and the audit of our accounts.

Depending on the circumstances:

  • for our legitimate interests, i.e. to maintain our accreditations so we can demonstrate we operate at the highest standards.
  • to comply with our legal and regulatory obligations.

To share your personal data with members of our group and third parties that will or may take control or ownership of some or all of our business (and professional advisors acting on our or their behalf) in connection with a significant corporate transaction or restructuring, including a merger, acquisition, asset sale or in the event of our insolvency.

In such cases information will be anonymised where possible and only shared where necessary.

Depending on the circumstances:

  • to comply with our legal and regulatory obligations.
  • In other cases, for our legitimate interests, i.e. to protect, realise or grow the value in our business and assets.

 Where we process special category personal data (see above ‘Key terms’), we will also ensure we are permitted to do so under data protection laws , e.g.:

  • we have your explicit consent;
  • the processing is necessary to protect your (or someone else’s) vital interests;
  • where you are physically or legally incapable of giving consent;
  • the processing is necessary to establish, exercise or defend legal claims;
  • or the processing is necessary for reasons of substantial public interest.

Marketing
We may use your personal data to send you updates (e.g. by email, text message, telephone, post or social media channels) about our services, including exclusive offers, promotions or new services.

We have a legitimate interest in using your personal data for marketing purposes (see above ‘How and why we use your personal data’). This means we do not usually need your consent to send you marketing information. Where this is not the case, we will always ask for your consent.

In all cases, you have the right to opt out of receiving marketing communications at any time by:

  • contacting us at info@baldwinandrobinson.co.uk
  • using the ‘unsubscribe’ link in emails or ‘STOP’ number in texts; or

We may ask you to confirm or update your marketing preferences if you ask us to provide further services in the future, or if there are changes in the law, regulation, or the structure of our business.

We will always treat your personal data with the utmost respect and never sell it to OR share it with other organisations for marketing purposes.

Who we share your personal data with

We routinely share personal data with:

  • third parties we use to help deliver our services to you, e.g. providers of our case management and finance system, IT service providers including cloud service providers such as data storage platforms, shared service centres and financial institutions in connection with invoicing and payments;
  • third party external advisors or experts engaged in the course of providing services to you, e.g. barristers, tax advisors, local counsel and technology service providers;
  • companies providing services for money laundering checks and other crime prevention purposes and companies providing similar services, including financial institutions and credit reference agencies;
  • other third parties we use to help promote our business, e.g. marketing agencies;
  • third parties approved by you, e.g. social media sites you choose to link your account to or third-party payment providers;
  • our insurers and brokers;
  • our banks;
  • our retained compliance advisors;
  • our accountants for regulatory audit purposes.

We only allow those organisations to handle your personal data if we are satisfied they take appropriate measures to protect your personal data. We ensure all outsourcing providers operate under service agreements that are consistent with our legal and professional obligations.

We or the third parties mentioned above may occasionally also share personal data with:

  • our and their external auditors, eg in relation to the audit of our or their accounts, in which case the recipient of the information will be bound by confidentiality obligations.
  • our and their professional advisors (such as lawyers and other advisors), in which case the recipient of the information will be bound by confidentiality obligations.
  • law enforcement agencies, courts, tribunals and regulatory bodies to comply with our legal and regulatory obligations.
  • other parties that have or may acquire control or ownership of our business (and our or their professional advisers) in connection with a significant corporate transaction or restructuring, including a merger, acquisition or asset sale or in the event of our insolvency—usually, information will be anonymised but this may not always be possible and the recipient of any of your personal data will be bound by confidentiality obligations.

If you would like more information about who we share our data with and why, please contact us (see ‘How to contact us’ below).

Where your personal data is held

Personal data may be held at our offices and those of our third-party agencies, service providers, representatives and agents as described above (see ‘Who we share your personal data with’).  Some of these third parties may be based outside the UK. For more information, including on how we safeguard your personal data when this occurs, see below: ‘Transferring your personal data abroad’.

How long your personal data will be kept

We will not keep your personal data for longer than we need it for the purpose for which it was collected or as required by law. 

As a general rule, we will keep your personal data for at least seven years from the conclusion of your matter, in case you, or we, need to bring or defend any complaints or claims. However, different retention periods apply for different types of personal data and for different services, e.g.:

  • we will need to keep information relating to a trust for the duration of that trust and for a minimum of seven years thereafter;
  • in probate matters where there is a surviving spouse or civil partner, personal data may be retained until the survivor has died, to deal with the transferable inheritance tax allowance;
  • wills and related documents may be kept indefinitely;
  • deeds related to unregistered property may be kept indefinitely as they evidence ownership;
  • where the matter involves a child, we will keep information for an appropriate period after the child turns 18;

Following the end of the of the relevant retention period, we will delete or anonymise your personal data.

Transferring your personal data abroad

It is sometimes necessary for us to transfer your personal data to countries outside the UK and EEA. This may include countries which do not provide the same level of protection of personal data as the UK.

We will transfer your personal data outside the UK and EEA only where:

  • the UK government or European Commission has decided the recipient country ensures an adequate level of protection of personal data (known as an adequacy decision); or
  • there are appropriate safeguards in place (eg standard contractual data protection clauses published or approved by the relevant data protection regulator), together with enforceable rights and effective legal remedies for you; or
  • a specific exception applies under data protection law.

You can contact us (see ‘How to contact us’ below) if you would like a list of countries benefiting from a UK or European adequacy decision or for any other information about protection of personal data when it is transferred abroad.

Your rights

You have the following rights, which you can exercise free of charge:

Access The right to be provided with a copy of your personal data.
Rectification The right to require us to correct any mistakes in your personal data
Erasure (also known as the right to be forgotten) The right to require us to delete your personal data—in certain situations.
Restriction of processing The right to require us to restrict processing of your personal data—in certain situations, e.g. if you contest the accuracy of the data.
Data portability The right to receive the personal data you provided to us, in a structured, commonly used and machine-readable format and/or transmit that data to a third party—in certain situations.

To object

The right to object:

  • at any time to your personal data being processed for direct marketing (including profiling);
  • in certain other situations to our continued processing of your personal data, eg processing carried out for our legitimate interests unless we demonstrate compelling legitimate grounds for the processing which override your interests or for establishing, exercising or defending legal claims.

Not to be subject to automated individual decision making.

 The right not to be subject to a decision based solely on automated processing (including profiling) that produces legal effects concerning you or similarly significantly affects you.
The right to withdraw consent

If you have provided us with a consent to use your personal data you have a right to withdraw that consent at any time.

You may withdraw consents by emailing info@badlwinandrobinson.co.uk.

Withdrawing consent will not affect the lawfulness of our use of your personal data in reliance on that consent before it was withdrawn.

If you would like to exercise any of those rights, please:

  • email, call or write to us—see below: ‘How to contact us’; and
  • provide enough information to identify yourself (e.g. your full name, address and client or matter reference number) and any additional identity information we may reasonably request from you;
  • let us know what right you want to exercise and the information to which your request relates.

Keeping your personal data secure

We have implemented appropriate technical and organisational measures to keep your personal data confidential and secure from unauthorised access, use and disclosure. We limit access to your personal data to those who have a genuine business need to access it. Those processing your personal data will do so only in an authorised manner and are subject to a duty of confidentiality.

We require our business partners, suppliers and other third parties to implement appropriate security measures to protect personal data from unauthorised access, use and disclosure.

We also have procedures to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are required to do so.

How to complain

Please contact us if you have any queries or concerns about our use of your personal data (see below ‘How to contact us’). We hope we will be able to resolve any issues you may have.

You may also have the right to lodge a complaint with the Information Commissioner (the UK data protection regulator).

Please contact us if you would like further information.

Changes to this privacy policy
This privacy policy was published in January 2024 and last updated in January 2026.

We may change this privacy policy from time to time. When we do we will publish the updated version on our website and ask for your consent to the changes if legally required.


Updating your personal data

We take reasonable steps to ensure your personal data remains accurate and up to date. To help us with this, please let us know if any of the personal data you have provided to us has changed, eg your surname or address—see below ‘How to contact us’


How to contact us

Individuals in the UK
You can contact us by post, email or telephone if you have any questions about this privacy policy or the information we hold about you, to exercise a right under data protection law or to make a complaint.

Our contact details are shown below:

4 Oxted Chambers, 185 – 187 Station Road East, Oxted TH8 0QE

Info@baldwinandrobinson.co.uk

01883 708155
 
Do you need extra help?
If you would like this policy in another format (for example audio, large print, braille) please contact us (see ‘How to contact us’ above).

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I just wanted to say a big thank you for helping mum to sell her house. She hasn’t moved in 48 years and this year has been hugely stressful for her so l just wanted to thank you for your patience and kindness at times. It really did help make the process more bearable.
Client: L Safapour
Service Provided: Conveyancing
Date: 08/2/23
Louise came highly recommended to us to help sort our Wills. She was extremely helpful & gave us very clear & thoughtful advice. We would definitely recommend her services.
Client: A Colbourne
Service Provided: Wills
Date: 22/6/23
I first met Louise seven years ago when my partner passed away, she provided much support and with good communication. Now I have tracked Louise to this present company and she is handling my late mother’s estate, again with care and efficiency.
Client: G Fealey
Service Provided: Probate
Date: 02/6/23
I just wanted to thank Louise Harris for her excellent handling of my Will. Her advice and help over the years has been invaluable and I would highly recommend her and Baldwin & Robinson for their Will writing services.
Client: G Croker
Service Provided: Wills
Date: 05/6/23
I dealt with Louise Harris at Baldwin & Robinson for a Deed Poll, change of name. Throughout the process she was professional and friendly. I wouldn’t hesitate using Louise again in the future.
Client: P Ray
Service Provided: General Legal Services
Date: 15/8/23
We've just used Baldwin & Robinson for the sale of our home in Warlingham and wouldn't hesitate to recommend them. Our sale ran seamlessly and was completed in a speedy 3 months from our offer being accepted to completion. We used Tracey and her team previously for a property sale, property purchase and also when we purchased land from a neighbour. Each time, the service provided has been straightforward and professional. We've been given excellent advice and support where needed, making the daunting process of moving home seem easy.
Client: Z Smith
Service Provided: Conveyancing
Date: 29/8/23
Louise started acting for me 8 years ago and has helped me enormously in making a new Will with Powers of Attorney recently. She is very professional, thorough, friendly and above all entirely trustworthy. I would recommend anyone looking for a highly competent Solicitor to approach Louise
Client: N Bradley
Service Provided: Private Client
Date: 13/10/23
We went to B&R for help with a long overdue update to our wills. Louise was friendly, efficient and a pleasure to deal with. She made what is at heart a dour and dull process as close to a pleasure as it can be! Well done, and thank you
Client: James & Emma, Oxted
Service Provided: Private Client
Date: 09/11/23