Privacy Policy

TR Tax Advisers Limited customer privacy notice

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Telephone: 020 8058 3532

Email: enquiries@trtaxadvisers.com

What information we collect, use, and why

We collect or use the following information to provide services and goods, including delivery:

• Names and contact details
• Addresses
• Purchase or account history
• Payment details (including card or bank information for transfers and direct debits)
• Account information
• Website user information (including user journeys and cookie tracking)
• Records of meetings and decisions
• Identification documents
• Information relating to compliments or complaints

We collect or use the following information for the operation of customer accounts and guarantees:

• Names and contact details
• Addresses
• Payment details (including card or bank information for transfers and direct debits)
• Purchase history
• Account information, including registration details

We collect or use the following information to prevent crime, prosecute offenders, or defend against legal action:

• Names and contact information
• Customer or client accounts and records
• Financial transaction information

We collect or use the following information for service updates or marketing purposes:

• Names and contact details
• Addresses
• Purchase or viewing history
• Website and app user journey information

We collect or use the following information to comply with legal requirements:

• Name
• Contact information
• Identification documents
• Financial transaction information
• Criminal offence data (including Disclosure Barring Service (DBS), Access NI or Disclosure Scotland checks)

Lawful bases

Our lawful bases for collecting or using personal information to provide services and goods are:

• Contract
• Legal obligation

Our lawful bases for collecting or using personal information for the operation of customer accounts and guarantees are:

• Consent
• Contract

Our lawful bases for collecting or using personal information to prevent crime, prosecute offenders or defend against legal action are:

• Consent
• Contract
• Legal obligation

Our lawful bases for collecting or using personal information for service updates or marketing purposes are:

• Consent

Our lawful bases for collecting or using personal information for legal requirements are:

• Consent
• Contract
• Legal obligation

Where we get personal information from

• People directly

How long we keep information
 

We retain personal data to provide our services, stay in contact with you and to comply with applicable laws, regulations and professional obligations that we are subject to. Unless a different time frame applies as a result of business need or specific legal, regulatory or contractual requirements, where we retain personal data in accordance with these purposes, we retain such personal data for seven years.

Your data protection rights

Under data protection law, you have rights including:

Your right of access - You have the right to ask us for copies of your personal data.

Your right to rectification - You have the right to ask us to rectify personal data you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.

Your right to erasure - You have the right to ask us to erase your personal data in certain circumstances.

Your right to restriction of processing - You have the right to ask us to restrict the processing of your personal data in certain circumstances.

Your right to object to processing - You have the right to object to the processing of your personal data in certain circumstances.

Your right to data portability - You have the right to ask that we transfer the personal data you gave us to another organisation, or to you, in certain circumstances.

Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent.

You don’t usually need to pay a fee to exercise your rights. If you make a request, we have one calendar month to respond to you.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:           

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Last updated

22 June 2024