Who We Are

TAAX.co.uk (“we”, “our”, “us”) is a website owned and operated by Financials Direct Ltd, a company incorporated in England & Wales, authorised and regulated by the Institute of Financial Accountants (IFA). Financials Direct Ltd (“the Company”) is committed to safeguarding your privacy and handling your personal data responsibly. This detailed policy outlines how we collect, process, protect, and store your personal information in accordance with UK GDPR, the Data Protection Act 2018, and related privacy legislation.

Data Controller

Financials Direct Ltd acts as the Data Controller and is legally responsible for your personal data. The registered office is located at: 3 Brindley Place, Birmingham, West Midlands, England, B1 2JB. Our Company Registration Number is: 07496275.

Information We Collect

To provide our services effectively, we collect and process various categories of personal data, including:

• Personal Identification Data: Your full name, residential address, telephone number, email address, and other contact-related details.

• Financial and Tax Information: Detailed records about your income, expenses, financial transactions, tax identification details, tax filings, and associated financial documents necessary for accurate service delivery.

• Technical Data: Information about your interaction with our website, such as your IP address, browser type, device information, operating system, and browsing history on our website.

Purpose of Data Collection

We collect your personal information to:

• Provide tailored tax advisory, financial accounting, and consultancy services.

• Fulfill our contractual obligations to deliver agreed-upon services.

• Comply with our legal and regulatory obligations.

• Enhance the functionality and user experience of our website.

• Improve and expand our service offerings based on customer feedback.

Legal Basis for Data Processing

We process your data based on several lawful grounds, including:

• Contractual Necessity: Processing required to perform contractual duties and provide requested services.

• Legal Obligation: Ensuring compliance with regulatory and statutory requirements.

• Consent: Processing data based on your explicit consent where applicable.

• Legitimate Interests: Processing data to effectively manage, improve, and secure our services and website.

How We Collect Your Data

We collect your personal data through various means, including:

• Online forms you complete on our website (TAAX.co.uk).

• Direct communication with us via phone, email, or postal correspondence.

• Cookies and website analytics which track and report site usage patterns.

Sharing Your Data

We respect your privacy and will never sell your personal data. However, we may share your information under certain circumstances, including:

• Compliance with legal and regulatory obligations.

• Disclosure to professional advisors such as auditors, accountants, legal representatives, and insurance providers.

• Sharing data with trusted third-party service providers who assist us in securely delivering and improving our services.

Data Security

We take data security seriously and implement rigorous technical, organisational, and administrative security measures designed to protect your personal information from unauthorised access, disclosure, modification, or destruction. Data is securely encrypted, stored safely, and access is strictly limited to authorised personnel only.

Data Retention

Your personal information is retained only for as long as it is necessary to achieve the purposes outlined in this policy, satisfy contractual obligations, or comply with relevant legal, tax, accounting, or reporting requirements.

Your Data Protection Rights

Under the UK GDPR, you possess rights concerning your personal data, including:

• Access: Obtain copies of your personal data we hold.

• Rectification: Request corrections to inaccurate or incomplete information.

• Erasure: Request deletion of your personal data in certain circumstances.

• Restriction: Request restrictions on processing under certain conditions.

• Objection: Object to processing of your data for specific purposes.

• Portability: Request the transfer of your data to another service provider.

• Withdrawal of Consent: Withdraw previously given consent at any time.

To exercise any of these rights, please contact us directly using the provided contact details below.

Cookies

Our website uses cookies to enhance user experience, analyse website performance, and better understand visitor interactions. You have the option to disable cookies through your browser settings, though doing so may impact the functionality and usability of the site.

External Links

Our website may include links to third-party websites that are not under our control. We are not responsible for the privacy practices of these external websites and encourage users to review the privacy policies of any third-party sites visited via links provided by us.

Policy Changes

We may periodically review and update this Privacy Policy. Any updates or amendments will be prominently displayed on this webpage with an updated revision date. We recommend regularly reviewing this policy for any changes.

Contact Information

If you have questions, comments, or concerns about your data privacy, please contact us at:

Financials Direct Ltd
3 Brindley Place, Birmingham, West Midlands, England, B1 2JB
Email: info@taax.co.uk

Lodging a Complaint

Should you feel we have not handled your personal data appropriately, you may lodge a complaint with the Information Commissioner’s Office (ICO) at https://ico.org.uk or by calling the ICO helpline at 0303 123 1113.