Privacy Policy

Tax Falcon is a UK-based accounting and tax advisory firm. For the purposes of UK data protection law, Tax Falcon is the data controller of the personal information you provide to us. If you have any questions about this policy or how we handle your data, contact us at info@taxfalcon.co.uk.

We may collect and process the following categories of personal data:

• Identity & contact data: name, company name, job title, email address, phone number, postal address.
• Financial & client data: accounting records, tax information, company numbers, VAT numbers, UTRs, and any data necessary to deliver the services you engage us for.
• Technical data: IP address, browser type, device information, pages viewed, and other analytics data collected automatically when you visit our website.
• Communications data: records of correspondence, enquiries submitted through our contact forms, and meeting notes.

We use your personal data for the following purposes:

• To provide and manage the accounting, tax, and advisory services you request.
• To comply with our legal and regulatory obligations (e.g. HMRC filings, anti-money-laundering checks under the Money Laundering Regulations 2017).
• To respond to your enquiries and communicate with you about our services.
• To send service updates, newsletters, or marketing communications where you have opted in.
• To improve our website, services, and client experience.

Under UK GDPR, we rely on the following lawful bases to process your personal data:

• Contract: processing necessary to deliver the services agreed in our engagement letter.
• Legal obligation: processing required to comply with UK law, including tax, accounting, and anti-money-laundering regulations.
• Legitimate interests: to operate and improve our business, maintain security, and communicate with prospective clients, balanced against your rights.
• Consent: for marketing communications and non-essential cookies, which you may withdraw at any time.

We do not sell your personal data. We may share your information with trusted third parties where necessary, including:

• HMRC, Companies House, and other UK regulatory bodies.
• Accounting software providers (e.g. cloud bookkeeping platforms) used to deliver our services.
• IT, hosting, and communications providers supporting our operations.
• Professional advisers such as legal counsel or auditors, where required.
• Law enforcement or regulators where legally required to do so.

All third parties are required to respect the security of your personal data and to treat it in accordance with the law.

Where personal data is transferred outside the UK, we ensure appropriate safeguards are in place, such as UK adequacy regulations, the UK International Data Transfer Agreement, or Standard Contractual Clauses, in accordance with UK GDPR requirements.

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. Under UK law, accounting and tax records are typically retained for a minimum of six years from the end of the relevant tax year.

You have the following rights in relation to your personal data:

• The right to be informed about how we use your data.
• The right of access to the personal data we hold about you.
• The right to request correction of inaccurate or incomplete data.
• The right to erasure ("right to be forgotten") in certain circumstances.
• The right to restrict processing of your data.
• The right to data portability.
• The right to object to processing based on legitimate interests or direct marketing.
• The right to withdraw consent at any time, where we rely on consent.

To exercise any of these rights, please contact us at info@taxfalcon.co.uk.

Our website uses cookies and similar technologies to function properly, analyse traffic, and improve your experience. Essential cookies are always on. Non- essential cookies are only set with your consent. You can manage cookie preferences through your browser settings at any time.

We have put in place appropriate technical and organisational measures to secure your personal data from accidental loss, unauthorised access, alteration, or disclosure. Access to client data is restricted to authorised staff on a need-to-know basis.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "last updated" date. We encourage you to review this policy periodically.

If you have any questions about this Privacy Policy or how we handle your data, please contact us at info@taxfalcon.co.uk.

You also have the right to lodge a complaint with the UK Information Commissioner's Office (ICO) at ico.org.uk, though we would appreciate the chance to address your concerns before you do so.