1. Who controls your data
UA Tax Ltd, registered in England and Wales under company number 15178069, acts as controller where it decides why and how personal data is used. Contact info@uatax.co.uk or write to 128 City Road, London, EC1V 2NX.
2. Personal data we may collect
Depending on your relationship with us, this can include identity and contact details, appointment information, tax and financial records, employment or business information, property and family details, correspondence, payment information, professional-adviser contacts and technical website data.
We may receive information from you, authorised representatives, HMRC, Companies House, employers, financial institutions, professional advisers, public registers and service providers where lawful and relevant.
3. Why we use it
- Respond to enquiries and assess whether we can act.
- Conduct identity, anti-money-laundering, conflict and risk checks.
- Schedule meetings and administer payments.
- Deliver accounting, tax and advisory services under an engagement.
- Meet legal, regulatory, insurance and professional obligations.
- Operate, secure and improve our systems and website.
- Establish, exercise or defend legal claims.
Lawful bases may include steps before or performance of a contract, legal obligation, legitimate interests and consent where required. More than one basis may apply to different uses.
4. Sensitive and third-party information
Tax work can reveal health, family, immigration, criminal-offence or other sensitive information. We use such data only where relevant and a lawful condition applies. If you provide another person’s data, you should have authority and tell them how it will be used where appropriate.
5. Website enquiries and TidyCal bookings
When you use our website enquiry form, our website host processes the contact details and message you submit and passes the enquiry to our email provider so we can respond. When you email us directly, your email provider and ours process the information you include. Do not send confidential tax, identity, banking or legal records by ordinary email unless we have agreed that route. TidyCal processes booking details, availability, appointment administration and related technical information on its platform. Its terms and privacy information also apply when you use the embedded calendar.
Payment providers may process card or transaction data for paid appointments. UA Tax does not need to receive the complete card number to administer the booking.
7. Retention and security
Records are kept for periods appropriate to tax, company, anti-money-laundering, professional, insurance and contractual obligations. A dispute, enquiry or legal hold may extend retention. When data is no longer needed, it is deleted, destroyed or anonymised where appropriate.
We use proportionate organisational and technical controls, access restrictions and secure service providers. No internet transmission is risk-free, so use the secure document route supplied for confidential records.
8. Your rights and complaints
Subject to law, you may request access, correction, erasure, restriction, objection, portability or withdrawal of consent. Some rights are limited where records must be retained or processing is necessary for claims or legal duties.
Email info@uatax.co.uk. We may verify identity before responding. You may also complain to the UK Information Commissioner’s Office if you believe data protection law has been breached.