Privacy Policy

Last updated: 19th March, 2024

As committed Chartered Tax Advisers, we respect your privacy and are dedicated to protecting your personal data. This policy outlines how we handle your personal information in compliance with the General Data Protection Regulation (GDPR), the Data Protection Act 2018, and other relevant legislation. By engaging with our services, visiting our website, or otherwise interacting with us, you acknowledge the practices described in this policy.

Protego Tax Ltd is registered in England and Wales under company number 15208022. Protego Tax Ltd is registered with the Chartered Institute of Taxation as a company of Chartered Tax Advisers.

Contact Information

For any questions regarding this policy or your personal data:

Data We Collect

At Protego Tax Ltd, we collect data to efficiently provide and improve our tax advisory services. The types of personal data we may collect include:

  • Identity Data: Names, titles, and other identifiers.
  • Contact Data: Email addresses, phone numbers, and postal addresses.
  • Financial Data: Financial and tax-related information necessary for our services.
  • Technical Data: Information about your visits to our website, including IP addresses.

How We Use Your Data

Your personal data is used for the following purposes:

  • To provide you with the tax advisory services you’ve engaged us for.
  • To comply with legal and regulatory obligations.
  • For internal record keeping and billing.
  • To improve our services and inform you of changes.
  • To send you informational content related to tax planning and changes in tax law, with your consent.

Sharing Your Data

Your personal data may be shared with:

  • Regulatory authorities to comply with legal obligations.
  • Service providers assisting with our business operations.
  • Third parties to whom we may choose to sell, transfer, or merge parts of our business.

Data Security

We implement robust security measures to protect your data from unauthorized access, alteration, or disclosure. Access to your personal data is restricted to employees who need it to provide our services.

Your Rights

Under GDPR, you have rights regarding your personal data, including access, correction, erasure, and objection to processing. To exercise any of these rights, please contact us using the details provided above.

Changes to Our Privacy Policy

We may update this policy from time to time. We encourage you to review this page periodically for any changes. This policy was last updated on (see top of page).

How to Contact Us

If you have any questions about this policy or our privacy practices, please contact us at info@protegotax.co.uk or via postal mail at our registered office address. We welcome your feedback and are committed to protecting your privacy.