Privacy Policy

Introduction
 

At Bespoke Planning Solutions LLP, we are committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and protect your personal data in compliance with the General Data Protection Regulation (GDPR) and other applicable data protection laws.

If you have any questions regarding this Privacy Policy, you can contact us at contact@bpsforbusiness.com.

Information We Collect


We collect personal data necessary to provide tax planning and advisory services, including:

• Personal Identification Information: Name, address, email, phone number.
• Tax-Related Information: Tax returns, National Insurance number, UTR (Unique Taxpayer Reference), employment details, and other information required for tax planning and compliance.
• Identity Verification: Copies of identification documents (e.g., passport, driver’s license) for regulatory compliance.
• Website Usage Data: IP addresses, browser type, and website activity (collected via analytics tools, if applicable)

We collect this information when you:

• Contact us via our website, email, or phone.
• Engage our tax advisory services.
• Provide information required for regulatory compliance

Legal Basis for Processing Data


As a Data Controller, we process your personal data under the following legal bases:

• Contractual Necessity: To fulfill our engagement for tax planning services.
• Legitimate Interests: To improve our services, manage client relationships, and comply with professional obligations.
• Legal Compliance: To meet UK tax laws, anti-money laundering (AML) regulations, and professional regulatory requirements.
• Consent: Where applicable (e.g., marketing communications, if offered).

Data Retention

We retain your personal data only for as long as necessary to:

• Fulfill our professional obligations and contractual engagements.
• Comply with UK tax laws and regulatory requirements.
• Maintain business records for auditing and compliance purposes.

Typically, tax-related data is retained for a minimum of six years as required by HMRC regulations.

Data Sharing & Third Parties

We do not sell or trade personal data. However, we may share your information with:

• Regulatory Bodies (e.g., HMRC) – To comply with tax laws and reporting obligations.
• Professional Advisors (e.g., Accountants, Legal Counsel) – Where necessary for tax compliance and advisory purposes.
• Service Providers – Cloud storage, document management, and IT security providers who assist in service delivery, all of whom comply with GDPR requirements.

All third-party providers are contractually obligated to protect your data and cannot use it for their own purposes.

Data Security

We take appropriate security measures to protect your personal data from unauthorised access, loss, or misuse. This includes:

• Encryption & Secure Storage: All sensitive data is encrypted and stored securely.
• Access Control: Only authorised personnel can access tax-related data.
• Cybersecurity Measures: Firewalls, two-factor authentication, and regular security audits to prevent breaches.

If you suspect a data breach, please contact us immediately at contact@bpsforbusiness.com.

Your Data Protection Rights (GDPR)

Under GDPR, you have the following rights:

• Right to Access – Request copies of your personal data.
• Right to Rectification – Correct inaccurate or incomplete data.
• Right to Erasure ('Right to be Forgotten') – Request deletion of personal data where no legal obligation exists to retain it.
• Right to Restrict Processing – Request a limitation on how we use your data.
• Right to Data Portability – Obtain a copy of your data in a structured format.
• Right to Object – Object to certain types of data processing, such as marketing (if applicable).
• Right to Withdraw Consent – If processing is based on consent, you may withdraw it at any time.

To exercise any of these rights, contact us at contact@bpsforbusiness.com.

Cookies & Website Tracking (If Applicable)

Our website may use essential and analytical cookies to improve user experience. If applicable, you will be given the option to accept or decline non-essential cookies.

Children's Data

We do not knowingly collect personal data from individuals under the age of 18. If you believe your child has provided us with their data, contact us immediately to remove it.

Policy Updates

We may update this Privacy Policy periodically. Any changes will be posted on our website, and we encourage you to review it regularly.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your data protection rights, please contact us at:

Email: contact@bpsforbusiness.com

Phone: +44 204 614 9994

Address: 1A Pretoria Road, London, E4 7HA

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