Introduction
Tax Advisory Partnership Limited: 073456950
UK Tax Advisory Partnership LLP: OC381229
US Tax Advisory Partnership LLP: OC381275
TAP Family Office Services LLP: OC433760
All entities are registered in England and Wales and are collectively referred to below as Tax Advisory Partnership or TAP. You can contact us at any time by email to [email protected] or by post to Tax Advisory Partnership, 14 Devonshire Square, London EC2M 4YT.
TAP is committed to maintaining your right to privacy and to holding and using your personal data in accordance with the EU General Data Protection Regulation 2016/679 (GDPR or the Act) and for the purpose of the Act, TAP is the Data Controller.
Your Personal Data
If you choose to submit personal data or other information to TAP whether via our website or by another method, you agree to the use of such data in accordance with this privacy policy and our terms of business, which form the basis of our contract to provide services to you. Personal data may also be provided verbally by you or others acting on your behalf and may then be retained by us, in the form of minutes of meetings or other notes. In addition to making detailed notes, we may record our calls and online meetings for quality assurance and training purposes.
Any personal data or other information that may be provided to TAP by you on registration sections of our website or by another method or that may be provided to TAP by your other professional advisers or other third parties, will be held in confidence by TAP and will not be passed on to other product providers or service companies without your express permission.
Depending on the services we provide to you, we may input your personal data into specialist tax software and will then have shared that data with our tax software providers. We will also share your data with our staff, who will potentially include anyone who is a partner, employee or consultant for any of the TAP entities, and who may be based in the UK or elsewhere in the world.
Your details may be used by us to send you information on other products and services that we offer and which we think might be relevant to your tax position. For example, as tax rules change or planning opportunities arise, we might contact you to make you aware of those changes without you specifically asking us to do so. If you prefer not to receive such information, please notify us by email to [email protected].
Your personal data may be used to verify your identity with GB Group PLC and Experian, in order to ensure that TAP is compliant with KYC and anti-money laundering regulations. Our anti-money laundering supervisor is the Chartered Institute of Taxation, 1st Floor, Artillery House, 11-19 Artillery Row, London SW1P 1RT www.tax.org.uk.
Your Rights
We acknowledge and respect the rights you have under GDPR and will always take action if requested to do so by you.
Right of Access
You have the right at any time to ask us for a copy of the personal information that we hold about you and to check that we are lawfully processing it. The data we hold will often include business and financial information from a number of sources and providing a copy can be time consuming. We therefore reserve the right to charge for our time in complying with any such request.
Right of Correction or Completion
If personal information we hold about you is not accurate or is out of date and requires amendment or correction you have a right to have the data rectified or completed.
Right to Withdraw Consent
In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your information for a specific purpose, you have the right to withdraw your consent for that specific processing at any time. Upon receipt of any such request in writing, your personal data will be immediately deleted.
Right of Erasure
You have the right to request that all personal information we hold about you is erased for any reason. However as stated, the data we hold for you will often include business and financial information and any request for it to be erased should be carefully considered.
As a minimum, Individuals have a separate responsibility to keep business and financial records for at least 5 years after the 31 January submission deadline of the relevant tax year, which in practice can be equivalent to almost 7 calendar years . Limited Companies have a similar responsibility and must keep records for 6 years from the end of the last company financial year they relate to. Again, in practice this can mean a longer period where transactions cover more than one accounting period or assets are expected to have a longer life etc. We recognise our role in assisting you by continuing to hold that information, so that it is available if needed in future. If you exercise your right of erasure, then your personal and business information will be deleted and will be irretrievable.
Right of Data Portability
In certain instances, you have a right to receive any personal information that we hold about you in a structured, commonly used and machine-readable format. In such circumstances, you can ask us to transmit that information to you or directly to a third party organisation.
While we are happy for such requests to be made, we are not able to guarantee technical compatibility with a third party organisation’s systems. We are also unable to comply with requests that relate to personal information of others without their consent.
You can exercise any of these rights at any time by contacting us at [email protected].
Internet
Errors, omissions, interruptions and delays of services may occur at any time on the internet as it is not a totally reliable or secure medium of communication. TAP accepts no liability for the consistency, security and confidentiality of any information sent over the internet and any transmissions over the internet are entirely at the user’s risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.
Cookies
To ensure that our website is well managed and to facilitate improved navigation within the site, we or our service provider(s) may use cookies (small text files stored in a user’s browser) or web beacons (electronic images that allow the website to count visitors who have accessed a particular page and to access certain cookies) to collect aggregate data.
We may use such devices to track information on our systems and identify categories of visitors by items such as IP address, domain, browser type and pages visited. This information is reported to our webmasters who use the information to analyse the number of visitors to different areas of the site and to make sure that our website is serving as a useful, effective information source.
Neither cookies nor web beacons collect personal information such as your name or email address. Cookies can be rejected, however, under specific circumstances, visitors may be denied access to some parts of our site if their browsers reject cookies.
Questions
If you have any questions regarding any aspect of our privacy policy please email [email protected].
Making a complaint
If you feel that concerns raised to TAP have not been properly addressed or if you believe we have acted inappropriately when processing your personal data you can complain to the UK data protection regulator, which is the Information Commissioner’s Office. Further details can be found at www.ico.org.uk or by calling 0303 123 1113 or by writing to Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF.
Copyright
The copyright and all other rights in the material contained in our website are owned by TAP, with the exception of material included with the permission of other rights owners . It may not be reproduced, transmitted, published, modified, linked into or used for any purpose (other than your own assessment of the products and services offered) without our prior written consent.
We reserve the right to change this privacy policy from time to time by amending the relevant page on our website. Any substantive changes will be notified to you by email (if appropriate) but you can review our privacy policy at any time by visiting our website.
