Privacy Policy

Last updated: 28 September 2026

This privacy policy explains how My Tax Advisors and Accountants Limited (“we”, “us”, “our”) collects, uses and protects your personal data when you visit www.mytaxadvisors.co.uk, contact us, subscribe to our newsletter or use our accountancy, tax and business advisory services. We are committed to handling your information in line with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and the Privacy and Electronic Communications Regulations (PECR).

1. Who we are

My Tax Advisors and Accountants Limited is the data controller for the personal data described in this policy.

  • Registered in England and Wales, company number 12925698
  • Registered with the Information Commissioner’s Office (ICO), registration number ZB366673
  • Supervised for anti-money laundering purposes by HMRC (AMLS registration XAML00000219652)
  • Address: 30 Churchill Place, Canary Wharf, London, E14 5RE, United Kingdom
  • Email: info@mytaxadvisors.co.uk
  • Telephone: 020 3143 5869

2. Personal data we collect

  • Enquiry data: your name, email address, phone number and the content of your message when you use our contact form, email or call us, or book an appointment.
  • Newsletter data: your email address (and name, if provided) when you subscribe to our newsletter.
  • Client data: when you become a client, identity and contact details, proof of identity and address, date of birth, National Insurance number, Unique Taxpayer Reference, company and director details, bank and financial records, income, payroll and other information we need to provide our services.
  • Technical data: IP address, browser type, device information and pages visited, collected through cookies and similar technologies (see our Cookie Policy).

3. How we use your data and our lawful basis

  • Responding to enquiries and arranging appointments – legitimate interests (responding to people who contact us) or steps taken at your request before entering into a contract.
  • Providing accountancy, tax, payroll, bookkeeping and advisory services – performance of a contract with you.
  • Identity checks and anti-money laundering due diligence – legal obligation under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.
  • Keeping accounting and tax records and dealing with HMRC and Companies House – legal obligation and performance of a contract.
  • Sending our newsletter and updates on tax changes – your consent, which you can withdraw at any time using the unsubscribe link in each email.
  • Protecting our website from spam and abuse – legitimate interests.
  • Non-essential cookies (e.g. statistics or embedded content) – your consent, given through our cookie banner.

4. Who we share your data with

We do not sell your personal data. We only share it where necessary with:

  • HM Revenue & Customs, Companies House and other government bodies when acting on your behalf or where required by law;
  • accounting, payroll and tax software providers we use to deliver our services (for example QuickBooks, Xero or HMRC-recognised filing software);
  • identity verification and anti-money laundering check providers;
  • our website hosting, IT and email service providers;
  • Google (reCAPTCHA spam protection on our forms) and our newsletter email service provider (Mailchimp);
  • our professional advisers, insurers and professional or supervisory bodies;
  • law enforcement or regulators, including the National Crime Agency, where we are legally required to do so.

All service providers act on our instructions and are required to keep your data secure.

5. International transfers

Some of our service providers (such as Google and Mailchimp) may process data outside the UK, including in the United States. Where this happens we rely on UK adequacy regulations (including the UK–US data bridge) or appropriate safeguards such as the ICO International Data Transfer Agreement or the UK Addendum to the EU Standard Contractual Clauses.

6. How long we keep your data

  • Enquiries that do not lead to an engagement: up to 12 months from our last contact.
  • Client files, accounting and tax records: 6 years after the end of the tax year or engagement to which they relate, or longer where required by law.
  • Anti-money laundering records: 5 years after the end of our business relationship, as required by the Money Laundering Regulations 2017.
  • Newsletter subscribers: until you unsubscribe.

7. How we protect your data

We use appropriate technical and organisational measures, including encrypted (HTTPS) connections, access controls, secure cloud software and staff confidentiality obligations, to protect your data against loss, misuse and unauthorised access.

8. Your rights

Under UK data protection law you have the right to:

  • access the personal data we hold about you;
  • have inaccurate data corrected;
  • have your data erased, where there is no legal reason for us to keep it;
  • restrict or object to our processing, including objecting to direct marketing at any time;
  • receive your data in a portable format;
  • withdraw your consent at any time, where we rely on consent.

To exercise any of these rights, email info@mytaxadvisors.co.uk or write to us at the address above. We will respond within one month. There is normally no charge.

9. Complaints

If you are unhappy with how we have handled your personal data, please contact us first so we can try to resolve it. You also have the right to complain to the Information Commissioner’s Office (ICO), Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF, telephone 0303 123 1113, website ico.org.uk.

10. Cookies

Our website uses cookies. Non-essential cookies are only set with your consent, which you can change at any time. Please see our Cookie Policy for details.

11. Links to other websites

Our website may link to third-party websites (such as HMRC or Companies House). We are not responsible for their privacy practices, so please read their privacy policies.

12. Children

Our website and services are not directed at children under 13 and we do not knowingly collect their data through this website.

13. Changes to this policy

We may update this policy from time to time. The latest version will always be published on this page with the date it was last updated.