Privacy Policy
Our Privacy Policy was last updated in January 2026.
This Privacy Policy governs the manner in which the website collects, uses, maintains and discloses information collected from users (each, a 'User') of the website www.marketinsider.uk. This privacy policy applies to the Site and all products and services offered by Market Insider UK.
Introduction
This Privacy Policy explains how Market Insider collects, uses, stores, and protects personal information provided by clients and prospective clients.
Market Insider works with private individuals and families, often in relation to sensitive financial and estate matters.
We therefore take confidentiality, discretion, and data protection extremely seriously. This policy is written to reflect the standards expected by high‑net‑worth private clients, family offices, and professional advisers.
Market Insider is committed to handling personal data lawfully, fairly, and transparently, in accordance with applicable UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Who We Are
Market Insider is a UK-based private client consultancy providing inheritance tax planning strategy and estate coordination services.
For the purposes of data protection legislation, Market Insider acts as the data controller in relation to personal information it collects and processes.
Information We Collect
In the course of providing our services, we may collect and process personal information including, but not limited to, identity details, contact information, financial and asset information, family and beneficiary details, and documentation relating to wills, trusts, pensions, and estate structures.
We collect information directly from you, from professional advisers acting on your behalf, and from publicly available or professional sources where relevant to the engagement.
The information we collect is limited to what is reasonably necessary to provide strategic estate coordination and inheritance tax planning services.
How We Use Your Information
We use personal information solely for legitimate business and professional purposes. This includes assessing your circumstances, mapping and organising your estate, designing inheritance tax strategies, coordinating third-party professional advisers, maintaining records, complying with legal and regulatory obligations, and communicating with you during the course of an engagement.
We do not use personal data for marketing purposes unless you have expressly consented to this.
Legal Basis for Processing
Market Insider processes personal data on one or more of the following legal bases: where processing is necessary for the performance of a contract or prospective engagement; where it is required to comply with legal or regulatory obligations; or where it is necessary for legitimate interests relating to the provision of professional services, provided such interests are not overridden by your rights.
Sharing Information with Third Parties
Inheritance tax planning requires coordination with multiple professional advisers. Where necessary, we may share relevant personal information with solicitors, accountants, regulated financial advisers, trustees, pension providers, or other professional counterparties involved in your agreed strategy.
Information is shared only to the extent reasonably required and only in furtherance of your engagement. We do not sell personal data and do not share information with third parties for unrelated commercial purposes.
Data Security
Market Insider takes reasonable and proportionate technical and organisational measures to safeguard personal information against unauthorised access, loss, misuse, or disclosure. This includes secure storage systems and controlled access to information.
While we take data security seriously, you acknowledge that no system of storage or transmission is entirely risk-free. Market Insider cannot guarantee absolute security and will not be liable for breaches beyond its reasonable control.
Data Retention
Personal information is retained only for as long as necessary to fulfil the purposes for which it was collected, including the provision of services, compliance with legal obligations, and the resolution of any disputes.
Retention periods may extend beyond the conclusion of an engagement where this is reasonable and appropriate given the long-term nature of estate planning work.
Your Rights
Under data protection legislation, you have rights including the right to request access to personal data, request correction of inaccurate information, request erasure in certain circumstances, restrict processing, and object to processing where applicable.
Requests relating to data rights should be made in writing. We will respond within the timeframes required by law.
Confidentiality
All client information is treated as confidential. Disclosure will occur only where required by law, regulation, or professional obligation, or where reasonably necessary to deliver agreed services.
Changes to This Policy
This Privacy Policy may be updated from time to time to reflect changes in law, professional practice, or business operations. The most current version will apply at all times.
Contact
If you have any questions about this Privacy Policy or how your information is handled, you may contact Market Insider directly.
Market Insider Private Client Estate Coordination & Strategy
© Market Insider 2026