Craig Ward, Baron of Lundie, is a solicitor partner at Craybeck Law LLP and a researcher. He is the author of Lasting Powers of Attorney: A Practical Guide (3rd edn, 2016), published by the Law Society.
The GDPR aims to give the individual control over their personal data. So what happens when a beneficiary to a will or trust asks for disclosure of their data? Craig Ward considers what you can do, as a trustee or executor, to remain compliant but maintain client confidentiality