What is this document and who is it for?

This document is intended to provide you with important information about how we process your personal data. This includes details of what personal data we hold, how we store it, what we do with it, why we hold it and how long we hold it for.
 

The contents of this document apply to both existing and prospective clients of CTAX Limited. Please contact us for a copy of the relevant privacy notice if you are not a client or prospective client.
 

The below ‘summary information’ section provides some general summary information about what we do with your personal data.

We may change this Policy from time to time so please check this page occasionally to ensure that you’re happy with any changes. By using our website, you’re agreeing to be bound by this Policy.

 

Summary information

In order to provide you with the services detailed in our letter of engagement CTAX Limited must hold and process personal data. We use this information to conduct Customer Due Diligence (CDD) checks we are obliged to conduct under law; meet our obligations detailed under our letter of engagement; and, provide you with any additional services we may agree with you to provide.    
 

We hold your personal data on Microsoft OneDrive, cloud-based accountancy software provided by TaxCalc, our outlook emails systems, as spreadsheets stored locally on our computers and, in some instances, as physical printouts stored in locked filing cabinets.

How do we collect information from you?

 

We obtain information about you when you engage us to deliver our products and/or services and/or when you use our website, for example, when you contact us about our products and/or services.

 

What type of information do we collect from you?

The personal information we collect from you will vary depending on which products and/or services you engage us to deliver.  The personal information we collect might include your name, address, telephone number, email address, your Unique Tax Reference (UTR) number, your National Insurance number, bank account details, your IP address, which pages you may have visited on our website and when you accessed them.

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Who has access to your information?

 

We will not sell or rent your information to third parties.

 

We will not share your information with third parties for marketing purposes.

 

Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.

 

How you can access and update your information

Keeping your information up to date and accurate is important to us.  We commit to regularly review and correct where necessary, the information that we hold about you.  If any of your information changes, please email or write to us, or call us using the ‘Contact information’ noted below. You have the right to ask for a copy of the information that offices within CTAX hold about you.

 

Data Protection Policy

You should read this privacy notice in connection with CTAX Limited’s data protection policy. A copy of our data protection policy can be requested at any time from us.

Security precautions in place to protect the loss, misuse or alteration of your information

 

Whilst we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk.

 

Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential.  We ask you not to share your password with anyone.

 

How to contact us with any questions

If you would like to contact us, please use the below methods. Please note that our office closes on weekends and English bank holidays. We normally close the office over the Christmas period, including some normal working days, please contact us for more information. If your contact relates to exercising your rights under data protection legislation it will help us if you make your communication in writing (either post or email).
 

Email: info@consultandtax.co.uk

Telephone: +44 (0) 20 7096 1833

Post: Office 2, Hackney Picture house, 270 Mare St, London E8 1HE

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Your rights

Under data protection legislation you have eight main rights relating to your personal data:

1. Right to be informed

2. Right of access

3. Right to rectification

4. Right to erasure

5. Right to restrict processing

6. Right to data portability

7. Right to object

8. Rights related to automated decision making including profiling

 

For more information on your rights and how we uphold your rights, please visit the Information Commissioner’s Office’s website (www.ico.org.uk) and review our data protection policy, which can be accessed from the relevant sections of our website or can be provided on request.

If at any time you would like to exercise one of your rights under data protection legislation, please contact us. We recommend that you consult our data protection policy before contacting us.

Complaints

 

If you would like to make a complaint about the company’s handling of personal data and how we have met our obligations under data protection legislation you can contact the Information Commissioner’s Office (www.ico.org.uk). Though we would always encourage you to contact us in the first instance so that we can attempt to resolve your complaint.
 

Information Commissioner’s Office

Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone – 0303 123 1113 or 01625 545 745
Website: https://ico.org.uk/concerns