Privacy Policy

Last Updated: [Insert Date]

Introduction

This Privacy Policy explains how Incentax Ltd ("we," "us," or "our") collects, uses, and protects your personal information when you visit our website or use our services.

We are committed to protecting your privacy and handling your data in an open and transparent manner. This policy sets out the types of personal information we collect, how we use it, who we share it with, and your rights regarding your personal data.

Who We Are

Incentax Ltd

[Your Business Address]

Email: [Your Email Address]

Phone: [Your Phone Number]

Company Registration Number: [Your Company Number]

Information We Collect

We may collect and process the following types of personal information:

Information You Provide Directly:

Name, email address, phone number, and business details when you contact us or enquire about our services
Information provided in correspondence, consultation forms, or during meetings
Financial and business information necessary to provide tax advisory services
Payment information when you engage our services

InformationCollected Automatically:

Technical information including IP address, browser type, device information, and operating system
Usage data including pages visited, time spent on pages, and navigation patterns
Cookies and similar tracking technologies (see our Cookie Policy below)

How We Use Your Information

We use your personal information for the following purposes:

To provide our services: Processing tax relief claims, preparing tax returns, providing advisory services, and fulfilling our contractual obligations
Communication: Responding to enquiries, providing updates on your matters, and sending service-related communicationsLegal and
regulatory compliance: Meeting our obligations under tax law, anti-money laundering regulations, and professional standards
Business operations: Maintaining records, managing accounts, and improving our services
Marketing: Sending occasional updates about our services, tax relief opportunities, or industry insights (only with your consent, and you can opt out at any time)

Legal Basis for Processing

We process your personal information under the following legal bases:

Contract performance: Processing necessary to provide our services to you
Legal obligation: Compliance with tax, regulatory, and professional obligations
Legitimate interests: Running our business, improving our services, and protecting against fraud
Consent: Where you have given explicit consent for marketing communications or specific processing activities

How We Share Your Information

We may share your personal information with:

HMRC and tax authorities: As required to file tax returns, claims, and comply with legal obligations
Professional advisers: Accountants, lawyers, or other specialists where necessary to provide our services
Service providers: IT support, payment processors, document storage providers, and other third parties who assist in running our business (all subject to strict confidentiality obligations)
Regulatory and law enforcement bodies: Where required by law

We do not sell your personal information to third parties.

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, destruction, or damage. This includes:

Secure encrypted connections (SSL/TLS)
Password-protected systems and access controls
Regular security reviews and updates
Staff training on data protection

However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to:

Provide our services to you
Comply with legal and regulatory obligations (typically 6-7 years for tax-related records)
Resolve disputes and enforce our agreements

After this period, we will securely delete or anonymise your information.

Your Rights

Under UK data protection law, you have the following rights:

Right of access: Request a copy of the personal information we hold about you
Right to rectification: Ask us to correct inaccurate or incomplete information
Right to erasure: Request deletion of your personal information in certain circumstances
Right to restrict processing: Ask us to limit how we use your information
Right to data portability: Receive your information in a structured, commonly used format
Right to object: Object to processing based on legitimate interests or for direct marketing
Right to withdraw consent: Withdraw consent at any time where processing is based on consent

To exercise any of these rights, please contact us using the details above.

Our website uses cookies and similar technologies to improve your browsing experience and analyse website traffic.

What are cookies?

Cookies are small text files stored on your device when you visit a website.

What cookies do we use?

Essential cookies: Required for the website to function properly
Analytics cookies: Help us understand how visitors use our website (e.g., Google Analytics)
Preference cookies: Remember your settings and preferences

You can control cookies through your browser settings. However, disabling cookies may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites. Please review their privacy policies before providing any personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised "Last Updated" date.

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

Incentax Ltd

Email: [Your Email]

Phone: [Your Phone]

Address: [Your Address]

Complaints

If you are unhappy with how we have handled your personal information, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):

Information Commissioner's Office

Website: ico.org.uk

Phone: 0303 123 1113