Privacy Policy

Data Controller

Richard Woodward
Rebecca Jones

Collected Personal Data

Identity information: full name, date of birth, national insurance number, company name, job title.

Contact information: home or business address, email address, telephone number.

Financial and tax information: bank account details (for refunds or payments), VAT numbers, tax reference numbers, records of income, expenditure, receipts, invoices, and any other documents needed to complete your tax return.

Transaction information: details of services you purchase from us and related payment records.

Technical data: IP address, browser type, operating system, and cookies when you visit our website.

Communication data: copies of emails, messages, or calls between you and us, including your preferences for receiving updates and reminders.

Purpose of collecting data

We collect and use personal data for the following purposes:

To provide our services – including preparing, filing, and managing your tax returns, VAT reclaims, and related accounting services.

To comply with legal and regulatory obligations – such as HMRC requirements, anti-fraud checks, and record-keeping rules under UK tax law.

To process payments – including invoicing, collecting fees, and issuing refunds where applicable.

To communicate with you – about your tax return, VAT claim, reminders, service updates, and changes to our terms or policies.

To improve our services – by reviewing how clients use our website and services, so we can make them more user-friendly and efficient.

For record keeping – to maintain accurate business and client records, as required under HMRC’s 6–7 year retention guidelines.

For marketing purposes (optional) – if you have opted in, we may send you newsletters, updates, or information about related services. You can withdraw your consent at any time.