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Privacy Policy

Last updated: 18 December 2025
 

Allclare Taxation Services (“we”, “us”, or “our”) is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This policy applies to visitors to our website and to clients who use our tax and accountancy services.

1. Who We Are

Allclare Taxation Services provides UK tax and accountancy services, including but not limited to tax returns, HMRC enquiries, and capital gains tax reporting.
 

Data Controller: Allclare Taxation Services
Contact Email: info@allclaretax.co.uk
Telephone: 0121 798 1489
 

2. Personal Data We Collect

We may collect and process the following categories of personal data:

  • Identity and contact details (name, address, email, phone number)

  • Financial and tax information (income details, property transactions, tax references, UTR, NI number where provided)

  • Client communications (emails, enquiry forms, correspondence)

  • Technical data (IP address, browser type, device information, website usage)

  • Compliance data required to meet legal and regulatory obligations

We only collect data that is necessary for the purposes outlined below.

3. Lawful Basis for Processing

Under UK GDPR, we process personal data on the following lawful bases:

  • Contract – to provide agreed tax or accountancy services

  • Legal obligation – to comply with HMRC, anti-money laundering (AML), and regulatory requirements

  • Legitimate interests – to operate and improve our business and website

  • Consent – where you have explicitly agreed (e.g. marketing communications)

You may withdraw consent at any time.

4. How We Use Your Data

We use personal data to:

  • Provide tax, accounting, and advisory services

  • Prepare and submit information to HMRC on your behalf

  • Respond to enquiries and communicate with you

  • Maintain accurate records and meet regulatory obligations

  • Improve website performance and user experience

We do not use your data for automated decision-making or profiling.

5. Sharing Your Data

We may share your data only where necessary, including with:

  • HMRC and other statutory authorities

  • Professional advisers or software providers used to deliver services

  • IT and cloud service providers securely supporting our systems

All third parties are contractually required to process data securely and in line with GDPR.

We do not sell or trade personal data.

6. Data Security

We implement appropriate technical and organisational measures to safeguard personal data, including secure systems, access controls, and confidentiality obligations.

7. Data Retention

We retain personal data only for as long as necessary, including:

  • To meet HMRC and professional record-keeping requirements

  • To comply with legal and regulatory obligations

Typically, client records are retained for at least 6 years, unless a longer period is required by law.

8. Your Rights

Under UK GDPR, you have the right to:

  • Access your personal data

  • Request correction of inaccurate data

  • Request erasure (where legally permitted)

  • Restrict or object to processing

  • Request data portability

  • Withdraw consent at any time

To exercise your rights, please contact us using the details above.

9. Cookies

Our website uses cookies to:

  • Ensure website functionality

  • Analyse website usage and performance

You can manage or disable cookies through your browser settings. 

10. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy policies or practices of those websites.

11. Complaints

If you are unhappy with how we handle your data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO):

Website: https://ico.org.uk

12. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

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