Privacy Policy • Tax Accountant London • Financials Direct Limited
Privacy Policy
This Privacy Policy explains how Financials Direct Limited, trading as Tax Accountant London, collects, uses, stores and protects personal data when you use this website, contact us, become a client or make an enquiry.
The data controller is Financials Direct Limited, trading as Tax Accountant London. Formal privacy correspondence should be sent to the head office: 3 Brindley Place, Birmingham B1 2JB.
Who we are
About this Privacy Policy
This Privacy Policy applies to the website at www.taxaccountantlondon.co.uk and to personal data collected by Financials Direct Limited when operating Tax Accountant London.
Tax Accountant London is a trading style used by Financials Direct Limited. We provide tax advice, tax return support, accounting, compliance, HMRC correspondence and related professional services.
This policy explains what personal data we may collect, why we use it, who we may share it with, how long we may keep it and what rights individuals have under data protection law.
Personal data we may collect
What information we collect depends on your relationship with us.
We may collect different information depending on whether you are browsing the website, sending an enquiry, booking an appointment, becoming a client, providing tax records or communicating with us about an ongoing matter.
Contact details
Name, email address, telephone number, address, business name and preferred contact method.
Enquiry information
Details submitted through forms, emails, calls, appointment bookings or messages about the tax issue.
Client and onboarding data
Identification documents, proof of address, AML checks, engagement details and client verification information.
Tax and financial records
Income details, returns, accounts, bank records, invoices, property data, HMRC letters and supporting documents.
Communication records
Emails, file notes, telephone notes, instructions, approvals, appointment records and correspondence history.
Website data
IP address, device information, browser type, pages viewed, cookie choices and website usage information.
How we use personal data
We use personal data to respond, onboard, advise, file and comply with our legal duties.
We process personal data where it is necessary to manage enquiries, provide professional services, carry out onboarding checks, prepare tax work, communicate with HMRC, maintain records and comply with legal or regulatory obligations.
We may also use limited information to manage our website, improve client service, protect against misuse, maintain professional records and deal with disputes, complaints or claims.
Common purposes include:
- Responding to enquiries and appointment requests
- Carrying out AML and identity verification checks
- Preparing tax returns, accounts, calculations and advice
- Communicating with HMRC or other authorities where authorised
- Managing invoices, payments and engagement records
- Handling complaints, disputes or professional queries
- Maintaining website security and performance
Lawful basis
Our lawful basis depends on why the data is being used.
Under UK data protection law, personal data must be processed under a lawful basis. The lawful basis may differ depending on the purpose of processing.
Sensitive and specialist information
Tax work may involve sensitive or detailed personal information.
Some tax matters may involve information about health, family circumstances, financial difficulty, immigration or residence position, employment issues, matrimonial matters, criminal investigations, penalties or other sensitive circumstances.
Sharing personal data
Who we may share information with
We do not sell personal data. We may share personal data where it is necessary to provide services, comply with legal duties, operate the business, protect our position or deal with regulators and authorities.
Where service providers process personal data for us, we expect appropriate arrangements to be in place. The ICO notes that UK GDPR Article 28 includes requirements between controllers and processors. :contentReference[oaicite:2]{index=2}
International transfers
Some technology providers may process data outside the UK.
Some software, cloud, email, analytics, booking or security providers may process or store data outside the United Kingdom. Where this happens, we expect appropriate safeguards to be used where required by data protection law.
If a specific service requires cross-border data handling, the exact position may depend on the provider and the systems used at the time.
Retention
How long we keep personal data
We keep personal data only for as long as reasonably necessary for the purpose it was collected, including professional, tax, accounting, AML, legal, regulatory, insurance and dispute-related reasons.
Security
How we protect personal data
We use reasonable technical and organisational measures designed to protect personal data against unauthorised access, loss, misuse or disclosure.
Marketing and updates
We may contact clients or enquirers about relevant services.
We may use contact details to respond to enquiries, provide service updates, follow up on requested services or send relevant information where permitted.
You can object to direct marketing. The ICO explains that individuals have an absolute right to stop their data being used for direct marketing. :contentReference[oaicite:3]{index=3}
You can ask us to stop marketing contact
To opt out of marketing messages, email us at info@taxaccountant.co.uk. Service, legal or client administration messages may still be sent where required.
Your rights
Your data protection rights
Depending on the circumstances, you may have rights under UK data protection law. These rights may be subject to exemptions or limits, especially where we need to keep records for legal, tax, AML, regulatory or professional reasons.
Concerns or complaints
If you have a privacy concern
Please contact us first so we can review your concern. You also have the right to complain to the Information Commissioner’s Office if you are unhappy with how your personal data has been handled.
The ICO is the UK supervisory authority for data protection matters.
Visit ICO complaints pagePolicy updates
Changes to this Privacy Policy
We may update this Privacy Policy if our services, systems, legal obligations, website features or data handling practices change. The latest version should be published on this page.
Send privacy requests to the Birmingham head office.
For subject access requests, correction requests, objections, erasure requests or privacy questions, contact Financials Direct Limited using the details below.
Birmingham B1 2JB