I am committed to protecting all personal information of my existing and prospective clients.
If you make an enquiry via contact form on this website, by phone, or email, I will use the information you provide to follow up on the enquiry. By the end of the enquiry process I will transfer your details to your own client file, add them to marketing file (with your consent) or delete them.
The data processor for all emails that I send to you is Microsoft. Here is their GDPR data protection policy https://blogs.microsoft.com/on-the-issues/2017/02/15/get-gdpr-compliant-with-the-microsoft-cloud/#sm.0010os6561a1ud6wrgc2m3gwwlkuz
I collect only details that are necessary for me to process your request of service or provision of additional information. By filling in a contact form on this website, or subscribing to the blog you are asked to provide the following:
- Your name
- Contact number
- email address
I do not share this information with third parties.
I may use your information for the marketing purposes. In this case you will have a choice by filling in my opt in form.
You can always unsubscribe by stating clearly so either in an email or by writing a letter to address provided on the Contact Page of this website.
On my website, I use a third-party service, Google Analytics to collect standard internet log information and visitors behavioural pattern. These are the number of visitors to various parts of my website and their demographic origin. To opt out from being tracked by Google Analytics please visithttps://tools.google.com/dlpage/gaoptout
From my Clients I process and retain information for the purposes and periods applicable to the legal frame of our contract.
As my client, I may hold the following information about you:
- Your Name
- contact number
- email address
- Your demographic location – address and postcode with photocopies of documents confirming your address.
- Billing and payment information
- Documents relevant to the service I provide for example for a limited company – registration number, letters of authorisation you give me to act on your behalf, correspondence with HMRC if you authorise me to represent you.
- To obtain authority I will need additional information like your National Insurance Number, Codes and registration numbers with authorities and relevant references.
I use personal data of my clients to meet our contractual requirements to provide service. I store my clients’ personal data as required by law such as for tax purposes.
All financial information of my clients is stored for total of 6 years.
All new clients are provided with the authorisation form where they clearly state the service and representation level they require. In case of representation, only data indicated by the authorities is shared with them. This would normally be your name, address, your NI and registration numbers for the service.
You have the right to access information I hold on you, request its correction or even apply for its removal. You can request your information via contact form on this website.
Your Tax Assistant does dot make use of ‘cookies’. ‘Cookies’ are text files that are placed on your hard disc by the web page server. While they are used for internal tracking purposes, you can accept or decline them.
In my regular blogs, I use technology that helps me collect information about your interests in my features. I do this to enhance your experience on my website.