Privacy Policy

Contents

• 1. Who we are
• 2. Information we collect
• 3. How we use your information
• 4. Lawful bases for processing
• 5. Sharing your information
• 6. Data retention
• 7. Cookies and analytics
• 8. Data security
• 9. Your rights
• 10. International transfers
• 11. Contact us
• 12. Changes to this policy

If you are looking for cookie controls, please see the Cookies and analytics section.

1. Who we are

We act as the “data controller” for personal information collected through this website and our enquiries. Where we use suppliers (e.g., hosting, email, forms), they may act as “data processors” on our behalf.

2. Information we collect

2.1 Information you provide

• Contact details (name, email address, phone number, address).
• Enquiry details submitted via forms, email, or phone (message content and attachments, if provided).
• Service-related information you choose to share to obtain accounting/tax guidance (e.g., business type, income categories).

2.2 Information collected automatically

• Technical data: IP address, browser type/version, device identifiers, operating system, and site usage.
• Usage data: pages visited, time spent, referral source, interactions (may be collected via analytics tools).
• Cookies and similar technologies (see Section 7).

2.3 Information from third parties

• If you arrive via an advert or tracked campaign, we may receive aggregated campaign performance data.
• If you book a call via a scheduling provider, we may receive booking details you submit there.

3. How we use your information

We use personal information to:

• Respond to enquiries and provide requested information about our services.
• Deliver accounting, bookkeeping, tax, and advisory services (where you become a client).
• Arrange calls/meetings and manage our relationship with you.
• Maintain and improve our website, user experience, and service quality.
• Send administrative messages (e.g., confirmations, updates, essential service notices).
• Protect our website and business (fraud prevention, security monitoring, and compliance).

4. Lawful bases for processing

Under UK GDPR, we rely on one or more of the following lawful bases:

• Consent — where you opt in (e.g., certain marketing or non-essential cookies).
• Contract — where processing is necessary to provide services to you.
• Legal obligation — where we must comply with laws/regulations (e.g., record-keeping).
• Legitimate interests — to run and improve our business (e.g., responding to enquiries, website security, service improvement), provided your rights do not override those interests.

5. Sharing your information

We do not sell your personal data. We may share it with:

Where we use suppliers, we require them to protect your information and use it only for the services they provide to us.

6. Data retention

We keep personal information only as long as necessary for the purposes described in this policy, including to meet legal, accounting, or reporting requirements.

• Enquiries (non-clients): typically retained for a limited period to manage follow-ups and record keeping.
• Client records: retained in line with professional and legal obligations.
• Technical/analytics data: retained for a reasonable period depending on configuration of analytics tools.

7. Cookies and analytics

Cookies are small text files stored on your device. We use cookies to ensure the website works properly and to understand how it is used.

7.1 Types of cookies we may use

• Strictly necessary: required for basic website functionality (cannot be switched off in our systems).
• Performance/analytics: helps us understand usage and improve the website.
• Functional: remembers your preferences (where applicable).
• Marketing: used to deliver relevant ads and measure campaign effectiveness (where applicable).

7.2 Managing cookies

You can control cookies through your browser settings and, where available, through on-site cookie consent tools. Blocking some cookies may impact site functionality.

8. Data security

We use appropriate technical and organisational measures to protect your information, including access controls, secure hosting, and reasonable safeguards to prevent unauthorised access, disclosure, alteration, or loss.

No method of transmission over the internet is completely secure. If you believe your interaction with us is no longer secure, please contact us immediately.

9. Your rights

Subject to certain conditions, you have rights under UK data protection law, including:

• The right to access your personal data.
• The right to rectification (correct inaccurate data).
• The right to erasure (“right to be forgotten”) in certain circumstances.
• The right to restrict processing in certain circumstances.
• The right to data portability (where applicable).
• The right to object to processing based on legitimate interests.
• The right to withdraw consent at any time (where processing is based on consent).

You also have the right to lodge a complaint with the UK Information Commissioner’s Office (ICO).

10. International transfers

Some of our service providers may process data outside the UK. Where this occurs, we implement appropriate safeguards, such as contractual protections and other measures recognised under UK data protection law.

11. Contact us

If you have questions about this Privacy Policy or your data, contact us:

• Email: info@taxnerd.co.uk
• Phone: 07466 397010

12. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements or our practices. We encourage you to review this page periodically.