Privacy Notice
This is the privacy notice of Tax and Financial Solutions Limited In this document, “we”, “our”, or “us” refer
to Tax and Financial Solutions Limited
Our registered office is at Unit 3, The Space Place, Alphin Brook Road, Exeter, EX2 8RG
Our registered company number is 10521395.


1. This privacy statement informs you about how we process information that we record about you,
whether provided by you, or by another person or organisation. It applies to information that could
identify you as an individual (“personal information”) and information that does not, including that
which relates to your business. In the context of the law and this notice, “process” means collect,
store, transfer, use or otherwise act on information.

2. We are committed to the protection of your privacy and confidentiality. We recognise that you are
entitled to know that your data will not be used for any unintended purpose and will not accidentally
fall into the hands of a third party.

3. We undertake to preserve the confidentiality of all information you provide to us, and hope that you

4. We have in place procedures and training for data protection, confidentiality and information
security. These are regularly reviewed to ensure that they remain effective.

5. Our policy complies with UK law accordingly implemented, including that required by the EU General
Data Protection Regulation (GDPR).

6. The law requires us to tell you about your rights and our obligations to you in regards to the
processing and control of your personal data. We do this now, by requesting that you read the
information provided at

7. Except as set out below, we do not share, or sell, or disclose to a third party, any information collected
through our website.

8. Data we process
We provide a range of services to businesses and personal clients. We aim to process data,
whether personal data or not, only to the extent necessary for us to provide our clients with
our services and for other agreed purposes.
Often, we may aggregate information in a general way and use it to provide class information.
If we use it for this purpose, you as an individual will not be personally identifiable.

Personal clients
If you are a personal client, personal data that we may process may include contact
information, information about your business activities, information about your family
members, and financial information such as that relating to your income, expenses, taxation
and investments. Some of our services may also require us to process information deemed to
be “special category” information, such as your race or ethnic origin, information about your
health and medical history, information about your sexual life and orientation, criminal
records, and information about your political, religious or philosophical beliefs.
In most cases, your personal data will have been provided to us by you. However, with your
consent, or if it is necessary in order to provide you with our services, we may have obtained
your personal data from a third-party source.

Third parties connected to clients and suppliers
We may process your personal data if you have a personal or business connection with any
of our clients or suppliers. For example, you may be a family member, business partner, other
adviser, supplier or transaction counterparty.

The data we process may include contact information, information about business activities,
information about partners, directors, employees, information relating to employment
remuneration and payroll, and financial information such as that relating to income,
expenses, taxation and investments.

We may be given your personal data by our clients or suppliers, or by third parties acting on
the instructions of a client or a supplier.
We ask our clients and suppliers to bring this privacy notice to your attention as soon as they
become aware that we process your personal data.

If you supply our business with goods or services, including subcontracted services that we
supply to our clients, then we may process your personal information. However, we do so
only to the extent necessary to contract with you.
In most cases, your personal data will have been provided to us by you. However, sometimes
we use third parties such as credit rating agencies to make decisions regarding our relationship.

The bases on which we process personal information

The law requires us to determine under which of six defined bases we process different categories of your
personal information, and to notify you of the basis for each category.
If a basis on which we process your personal information is no longer relevant then we shall immediately
stop processing your data.

If the basis changes then if required by law we shall notify you of the change and of any new basis under
which we have determined that we can continue to process your information.

9. Information we process because we have a contractual obligation
We may process personal information when a contract has been formed with our business and
processing is necessary to carry out our obligations under that contract, or when processing personal
data is necessary in order to form a contract.
We shall continue to process this information until the contract between us ends or is terminated by
either party under the terms of the contract.

10. Information we process with your consent
Only when you have given us explicit permission to do so, do we process your personal information
under the basis of consent.
For example, you might have agreed that we may pass your name and contact information to
selected associates whom we consider may provide services or products you would find useful.
We continue to process your information on this basis until you withdraw your consent or it can be
reasonably assumed that your consent no longer exists.
You may withdraw your consent at any time by instructing us or However, if you do so, you may not be able to use our website or our
services further.

11. Information we process for the purposes of legitimate interests
We may process information on the basis there is a legitimate interest, either to you or to us, of doing
Where we process your information on this basis, we do after having given careful consideration to:
• whether the same objective could be achieved through other means
• whether processing (or not processing) might cause you harm
• whether you would expect us to process your data, and whether you would, in the round,
consider it reasonable to do so

For example, we may process your data on this basis for the purposes of:
• record-keeping for the proper and necessary administration of our business
• responding to communication from you to which we believe you would expect a response
• protecting and asserting the legal rights of any party
• insuring against or obtaining professional advice that is required to manage business risk
• protecting your interests where we believe we have a duty to do so

12. Information we process because we have a legal obligation
Sometimes, we must process your information in order to comply with a statutory obligation.
For example, we may be required to give information to legal or tax authorities if they so request or
if they have the proper authorisation such as a search warrant or court order.
This may include your personal information.
Specific uses of information you provide to us

13. Communicating with you
When you contact us, whether by telephone, through our website or by e-mail, we collect the data
you have given to us in order to reply with the information you need.
We record your request and our reply in order to increase the efficiency of our business.
We keep personally identifiable information associated with your message, such as your name and
email address so as to be able to track our communications with you to provide a high quality service.

14. Dealing with complaints
When we receive a complaint, we record all the information you have given to us.
We use that information to resolve your complaint.
If your complaint reasonably requires us to contact some other person, we may decide to give to that
other person some of the information contained in your complaint. We do this as infrequently as
possible, but it is a matter for our sole discretion as to whether we do give information, and if we do,
what that information is.

If the complaint relates to information on our website and we feel it is justified or if we believe the
law requires us to do so, we shall remove the information while we investigate.
If we think your complaint is vexatious or without any basis, we shall not correspond with you about

We may compile statistics from information relating to complaints to assess the level of service we
provide, but not in a way that could identify you or any other person.

15. Office visitors
If you visit our office you will be required to sign in at reception. We keep a record of your visit in
order to maintain the security of our premises, your safety and the safety of other visitors.
We keep the record of your visit only for as long as necessary, and in any case, for less than one year.

Closed circuit television (CCTV) is used at our premises and surrounding area in order to deter and to
help investigate crime.
We process personal information including images and behaviours on the basis of legitimate

This information may be shared with the data subject, our employees and agents and the police.
Our landlords and their agents may also use CCTV.

16. Customer relationship management system
We use a customer relationship management (CRM) system to process personal data.
Data subjects include existing, former and prospective clients and their agents and representatives.
Personal data that we process includes the name of the person, information about his or her
employer and job position, and contact information.

We process this data on the basis of consent for purposes that include:
• managing and developing our business or services
• informing clients and prospective clients about our services
• determining relationships between clients and our partners and employees
• analysing whether we provide clients with a high level of service

We do not sell or share any personal data with third parties unless we have explicit consent to do so
from the data subject.

17. Job applications and employment
If you send us information in connection with a job application, we may keep it for up to three years
in case we decide to contact you at a later date.
If we employ you, we collect information about you and your work from time to time throughout the
period of your employment. This information will be used only for purposes directly relevant to your
employment. After your employment has ended, we will keep your file for six years before destroying
or deleting it.
Use of information we collect through automated systems when you visit our website

18. Cookies
Cookies are small text files that are placed on your computer’s hard drive by your web browser when
you visit any website. They allow information gathered on one web page to be stored until it is
needed for use on another, allowing a website to provide you with a personalised experience and
the website owner with statistics about how you use the website so that it can be improved.
Some cookies may last for a defined period of time, such as one day or until you close your browser.

Others last indefinitely.
Your web browser should allow you to delete any you choose. It also should allow you to prevent or
limit their use.

Our website uses cookies. They are placed by software that operates on our servers, and by software
operated by third parties whose services we use.
When you first visit our website, we ask you whether you wish us to use cookies. If you choose not
to accept them, we shall not use them for your visit except to record that you have not consented to
their use for any other purpose.
If you choose not to use cookies or you prevent their use through your browser settings, you will not
be able to use all the functionality of our website.

We use cookies in the following ways:
18.1. to track how you use our website
18.2. to record whether you have seen specific messages we display on our website
18.3. to keep you signed in our site
18.4. to record your answers to surveys and questionnaires on our site while you complete them
18.5. to record the conversation thread during a live chat with our support team
We provide more information about the cookies we use in our cookie policy.

19. Personal identifiers from your browsing activity
Requests by your web browser to our servers for web pages and other content on our website are

We record information that could identify your location, such as your IP address. We also record
information reported by the software you are using to browse our website, such as the type of
computer or device and the screen resolution.

We use this information in aggregate to assess the popularity of the webpages on our website and
how we perform in providing content to you.

If combined with other information we know about you from previous visits, the data possibly could
be used to identify you personally, even if you are not signed in to our website. However, our policy
is not to use such data for the purpose of personal identification.

Disclosure and sharing of your information

20. Information we obtain from third parties
Although we do not disclose your personal information to any third party (except as set out in this
notice), we sometimes receive data that is indirectly made up from your personal information from
third parties whose services we use.

No such information is personally identifiable to you.

21. Third party advertising on our website
Third parties may advertise on our website. In doing so, those parties, their agents or other
companies working for them may use technology that automatically collects information about you
when their advertisement is displayed on our website.
They may also use other technology such as cookies or JavaScript to personalise the content of, and
to measure the performance of their adverts.
We do not have control over these technologies or the data that these parties obtain. Accordingly,
this privacy notice does not cover the information practices of these third parties.
22. Data may be processed outside the European Union
Our websites are hosted in United Kingdom
We may also use outsourced services in countries outside the European Union (EU) from time to time
in other aspects of our business.
Accordingly, data obtained within the UK or any other country could be processed outside the EU.
We use safeguards with respect to data transferred outside the EU.
These include:
22.1. the processor is within the same corporate group as our business or organisation and abides by
the same binding corporate rules regarding data processing.
22.2. the data protection clauses in our contracts with data processors include transfer clauses
written by or approved by a supervisory authority in the European Union.
22.3. we comply with a code of conduct approved by a supervisory authority in the European Union.
22.4. we are certified under an approved certification mechanism as provided for in the GDPR
Access to your own information
23. Access to your personal information
23.1. At any time, you may review or update personally identifiable information that we hold about
23.2. To obtain a copy of any information that is not provided through our website you may send us
a request at
23.3. After receiving the request, we will tell you when we expect to provide you with the
information, and whether we require any fee for providing it to you.
24. Removal of your information
If you wish us to remove personally identifiable information, you may contact us at
This may limit the service we can provide to you.
25. Verification of your information
When we receive any request to access, edit or delete personal identifiable information we shall first
take reasonable steps to verify your identity before granting you access or otherwise taking any
action. This is important to safeguard your information.
26. Retention period for personal data
Except as otherwise mentioned in this privacy notice, we keep your personal information only for as
long as required by us:
26.1. to provide you with the services you have requested;
26.2. to comply with other law, including for the period demanded by our tax authorities;
26.3. to support a claim or defence in court.
Other matters
27. If you are not happy with our privacy policy
27.1. If you are not happy with our privacy policy or if have any complaint then you should tell us.
27.2. You can find further information about our complaint handling procedure at webpage
27.3. If a dispute is not settled then we hope you will agree to attempt to resolve it by engaging in
good faith with us in a process of mediation or arbitration.
27.4. If you are in any way dissatisfied about how we process your personal information, you have a
right to lodge a complaint with the Information Commissioner’s Office. This can be done at
28. Compliance with the law
Our privacy policy has been compiled so as to comply with the law of every country or legal
jurisdiction in which we aim to do business. If you think it fails to satisfy the law of your jurisdiction,
we should like to hear from you.
29. Review of this privacy policy
We may update this privacy notice from time to time as necessary. The terms that apply to you are
those posted here on our website on the day you use our website. We advise you to print a copy for
your records.
If you have any question regarding our privacy policy, please contact us.