Privacy Notice

Who we are

The Tax Planners Ltd is an accountancy and tax practice. Our registered office is 20 Wenlock Road, London N1 7GU. For any question about this notice, or about how your information is handled, email shamchoudhury@hotmail.co.uk.

Information we collect through this website

When you send a quote request or a contact message, we collect the details you enter in the form. Depending on the form, this can include your name, email address, telephone number, business or trading name, business type, the services you are interested in, an approximate turnover range, the number of employees, your accounting software, your preferred contact method and the description of the support you need.

We also record whether you confirmed that you had read this notice, and whether you separately agreed to receive marketing emails.

What we ask you not to send

Our website forms are not designed for sensitive information. Please do not send National Insurance numbers, Unique Taxpayer References, bank details, identity documents or financial records through the website. We will ask for what we need through an appropriate route once we have agreed to work together.

How we use your information

• To review your enquiry and respond to it.
• To prepare and discuss a quote for the work you have asked about.
• To provide accountancy and tax services if you decide to go ahead.
• To keep the records we are required to keep as a business.
• To send marketing emails, but only where you have separately opted in.

Our lawful basis

We rely on our legitimate interests in responding to enquiries and running our practice, on taking steps towards a contract where you have asked us to quote, on legal obligations where we must keep certain records, and on your consent for marketing emails. You can withdraw marketing consent at any time.

Marketing

Marketing consent is optional and is never a condition of sending an enquiry. The box is unticked by default. If you tick it, we may occasionally email you updates and reminders, and every message will include a way to opt out. Opting out of marketing does not affect any work we are doing for you.

Who we share it with

We use service providers to host this website, store enquiry records and deliver email. Those providers only process the information on our instructions. We may also share information with professional advisers, or with HMRC and Companies House where the law requires it. We do not sell your information.

How long we keep it

We keep enquiry records for as long as we need them to deal with your enquiry, to keep a record of what was quoted and agreed, and to meet our legal and regulatory obligations. The specific retention periods for this business are being confirmed as part of the launch review, and this notice will be updated before the site is published.

Your rights

You have the right to ask for a copy of the information we hold about you, to have inaccurate information corrected, to ask for information to be deleted or for its use to be restricted, and to object to certain processing. You can also withdraw marketing consent at any time.

To exercise any of these rights, email shamchoudhury@hotmail.co.uk. If you are not satisfied with how we have handled your information, you can complain to the Information Commissioner's Office (ico.org.uk).

Cookies and analytics

This website uses only the cookies needed to make it work. We do not run optional analytics or marketing cookies, so there is no consent banner. Our Cookie Policy explains what is used.

Security

Enquiry records are stored in a restricted database. Only authorised staff can open them, and public visitors cannot see anyone else's submission. Access is protected by a sign-in, and we limit the number of people who hold it.

Changes to this notice

If we change how we handle information, we will update this notice and change the date shown at the top of the page.