Privacy Policy
Introduction & Who We Are
At The Tax Studio, we are committed to protecting and respecting your privacy. This privacy notice explains how we look after your personal data when you visit our website or engage our specialist tax boutique services, and tells you about your privacy rights and how the law protects you.
We are The Tax Studio, a property tax specialist based in the United Kingdom. For the purposes of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, we act as the 'Data Controller' for the personal information we collect and process regarding our clients, investors, and landlords.
Data We Collect
Identity Data
Information such as your first name, maiden name, last name, username or similar identifier, marital status, title, date of birth, and gender.
Contact Data
Information relating to your billing address, home address, email address, and telephone numbers used to provide our tax advisory services.
Financial Data
Details required for professional engagement, including bank account and payment card details, as well as tax-related financial information.
Transactional Data
Information about payments to and from you and other details of products and services you have purchased from The Tax Studio.
Technical Data
Details regarding your internet protocol (IP) address, login data, browser type and version, and other technology on the devices you use to access this site.
Cookies & Analytics
We use cookies and similar tracking technologies to track activity on our service and hold certain information. Analytics help us understand how visitors interact with our website to provide a better professional experience. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.
Data Usage & Lawful Bases
How We Use Data
- To provide specialist property tax advice and bespoke strategy reports.
- To communicate updates regarding your tax filings and deadlines.
- To facilitate billing and administrative processes.
- To comply with regulatory requirements from professional bodies.
Marketing & Opt-out
- We periodically send tax alerts and studio news to interested landlords.
- You can opt-out at any time via the link in our emails or by contacting us.
- We never sell your contact information to third-party marketing companies.
Your Rights & International Transfers
Your Data Rights
Transfers & Security
Under UK GDPR and the Data Protection Act 2018, you have significant rights regarding your personal information. These include the right to access the data we hold about you, request the correction of inaccurate records, and ask for the deletion of your information where there is no compelling reason for its continued processing. You also have the right to object to marketing, request restriction of processing, and ensure data portability. Contact us to exercise these rights.
The Tax Studio processes data within the UK. Some software providers may utilize systems based outside the UK; in these cases, we ensure appropriate safeguards like Standard Contractual Clauses are in place. We provide stringent security protocols including encrypted servers and secure client portals to prevent unauthorized access and protect the integrity of your personal and financial information.
Security & Compliance
Data Security & Retention
The Tax Studio is committed to protecting the confidentiality and integrity of your financial information. We interpret our security obligations under the UK GDPR and Data Protection Act 2018 with the highest professional rigour. We implement robust technical and organisational measures, including encrypted cloud storage and multi-factor authentication, to prevent unauthorised access, disclosure, or loss of your data.
Data Retention: We keep your personal data only for as long as necessary to fulfil the purposes we collected it for. Typically, for tax advisory services, we retain records for a minimum of six years following the end of the tax year to which they relate, in compliance with HMRC statutory limitation periods.
You have the right to request access to, correction of, or erasure of your personal data. Contact our Data Privacy Lead for any queries regarding your rights.
Privacy Policy
Welcome to The Tax Studio. We are committed to protecting your personal data and being transparent about how we collect and use it. This privacy notice provides information on how The Tax Studio collects and processes your personal data through your use of this website and our services.
1. Who We Are
The Tax Studio is a specialist property tax boutique based in the UK, serving landlords and investors. For the purposes of data protection law, we are the data controller responsible for your personal data.
2. Data We Collect
We may collect, use, and store different kinds of personal data about you, including Identity Data (name, title), Contact Data (email, phone), Financial Data (tax records, property details), and Technical Data (IP address, browser type via cookies).
3. Lawful Bases for Processing
We only use your personal data when the law allows us to. Most commonly, we use your data to perform the contract we are about to enter into or have entered into with you, where it is necessary for our legitimate interests, or where we need to comply with a legal obligation.
4. Sharing Your Data
We may share your data with external third parties, such as service providers acting as processors (IT and administration services) and professional advisers (lawyers, bankers, auditors). We may also share data if required by legal obligations, such as with HM Revenue & Customs.
5. Your Rights & Security
Under the UK GDPR and Data Protection Act 2018, you have rights including access, correction, erasure, and restriction of your personal data. We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorised way.
Contact Us
Updates to this Notice: This policy was last updated in May 2024. Any changes will be posted on this page.