Privacy Policy

Last updated: February 2026

1. Who We Are

TaxAdvise UK is a tax advisory information and lead generation service. We connect individuals seeking tax planning guidance with qualified UK tax advisors and accountants. This privacy policy explains how we collect, use, store, and protect your personal data when you use our website.

For the purposes of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, TaxAdvise UK is the data controller for the personal information we collect through this website.

2. What Data We Collect

We collect data that you voluntarily provide to us through our advisory request form on the "Get Advice" page. This includes:

  • Contact information: your name, email address, and phone number (if provided)
  • Situation details: your general financial situation, types of assets held, tax issues you need help with, and the urgency of your enquiry
  • Additional context: any further details you choose to share about your circumstances

We also automatically collect certain technical data when you visit our website:

  • Analytics data: pages visited, time on site, referral source, and general location (country/region level only) — collected via Google Analytics with anonymised IP addresses
  • Cookie data: essential and analytics cookies as described in our Cookie Policy

3. How We Use Your Data

We use your personal data for the following purposes:

  • Advisor matching: to understand your situation and connect you with a suitably qualified tax advisor from our network
  • Communication: to contact you regarding your enquiry, provide updates on your advisor match, and follow up on your experience
  • Service improvement: to analyse usage patterns and improve our website content and matching service
  • Legal compliance: to comply with our legal obligations and respond to lawful requests from authorities

4. Legal Basis for Processing

Under UK GDPR, we process your personal data on the following legal bases:

  • Consent (Article 6(1)(a)): when you submit the advisory request form, you provide explicit consent for us to process your data for the purpose of matching you with a tax advisor. You may withdraw consent at any time.
  • Legitimate interests (Article 6(1)(f)): for analytics and website improvement, where our interest in improving our service does not override your privacy rights.

5. Who We Share Your Data With

We may share your personal data with:

  • Tax advisors and accountants: qualified professionals in our network, selected based on your specific needs. We only share the information necessary for them to assess whether they can help you.
  • Service providers: trusted third-party services that help us operate our website, including Supabase (database hosting), Vercel (website hosting), Resend (email delivery), and Google (analytics).

We do not sell, rent, or trade your personal data. We do not share your data with third parties for their marketing purposes.

6. Data Storage and Security

Your data is stored securely using Supabase, with servers located in the European Union. We implement appropriate technical and organisational measures to protect your data, including:

  • Encryption in transit (HTTPS/TLS) and at rest
  • Row-level security (RLS) on our database
  • Access controls limiting data access to authorised personnel only
  • Regular security reviews of our systems and processes

7. Data Retention

We retain your personal data for as long as necessary to fulfil the purposes for which it was collected. Lead enquiry data is retained for up to 24 months from the date of submission, after which it is securely deleted unless you have an ongoing relationship with an advisor through our service. Analytics data is retained in aggregated, anonymised form and does not identify you personally.

8. Your Rights Under UK GDPR

You have the following rights regarding your personal data:

  • Right of access: request a copy of the personal data we hold about you
  • Right to rectification: request correction of inaccurate or incomplete data
  • Right to erasure: request deletion of your personal data ("right to be forgotten")
  • Right to restrict processing: request that we limit how we use your data
  • Right to data portability: request your data in a structured, machine-readable format
  • Right to object: object to processing based on legitimate interests
  • Right to withdraw consent: withdraw your consent at any time without affecting the lawfulness of processing carried out before withdrawal

To exercise any of these rights, please contact us at privacy@taxadvise.uk. We will respond to your request within 30 days.

9. Cookies

We use cookies on this website to ensure it functions correctly and to understand how visitors use our content. For full details on the cookies we use and how to manage your preferences, please see our Cookie Policy.

10. Children's Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal data from children. If you believe a child has provided us with personal data, please contact us and we will take steps to delete it.

11. Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. The "Last updated" date at the top of this page indicates when the policy was last revised. We encourage you to review this page periodically.

12. Contact Us and Complaints

If you have questions about this privacy policy or wish to exercise your data rights, please contact us at:

Email: privacy@taxadvise.uk

If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.