Privacy policy

Who we are

Trident Tax Limited is the data controller responsible for your personal data. If you have any questions about this privacy policy or wish to exercise your legal rights, please contact our Data Privacy Manager, Alan Kennedy, using the details below.

Email: info@tridenttax.com

Phone: 0207 952 2921

Address: 25 Bedford Square, London WC1B 3HH

What information we collect

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

• Identity Data: Full name, date of birth, National Insurance number, UTR (Unique Taxpayer Reference)
• Contact Data: Address, email, phone number
• Financial Data: Income, tax returns, bank account details, employment and business income
• Technical Data: IP address, browser type, operating system, usage data
• Cookies and Tracking: We use cookies in accordance with PECR and DUAA. You can manage your preferences via our Cookie Settings page.

How we collect your data

We collect data in the following ways:

• Direct interactions, including forms, emails, and phone calls
• Automated technologies such as cookies and analytics
• Public sources such as Companies House or the Electoral Register

How we use your data

We use your data to:

• Provide tax consultancy and compliance services
• Prepare and file tax returns
• Communicate with HMRC on your behalf
• Respond to your enquiries
• Comply with legal and regulatory obligations
• Improve our website and services

Legal basis for processing

We process your data under the following lawful bases:

• Contractual necessity
• Legal obligation
• Legitimate interests
• Consent (for marketing)

Sharing your data

We may share your data with:

• HM Revenue & Customs (HMRC)
• Professional advisers such as legal counsel, accountants, and auditors
• IT and cloud service providers
• Regulatory or law enforcement bodies where required

We do not sell your data.

International transfers

If we transfer your data outside the UK, we ensure appropriate safeguards are in place such as standard contractual clauses or adequacy decisions.

Data retention

We retain your data as long as necessary, typically 6–7 years for tax records, or longer if required for legal or regulatory purposes.

Use of the UK Tax Health Check Service

When using the UK Tax Health Check service, we collect anonymised structural data to assess UK tax compliance. We do not request or store personal identifiers such as names of individuals or entities. All data is processed securely and used solely for the purpose of generating the tax compliance report.

Data submitted through the Trustee Portal is retained for a period of 12 months from the date of submission, after which it is securely deleted unless required for legal or regulatory purposes. Access to this data is strictly limited to authorised personnel at Trident Tax Limited. Users have the right to request access to their submitted data, request correction or deletion, and object to or restrict processing in accordance with applicable data protection laws.

Your rights

You have the right to:

• Access your data
• Request correction or deletion
• Object to or restrict processing
• Data portability
• Withdraw consent
• Lodge a complaint with the ICO (www.ico.org.uk)

Children’s data

Our website is not intended for children, and we do not knowingly collect data relating to children.

Change of purpose

We will only use your personal data for the purposes for which it was collected unless we reasonably consider that we need to use it for another purpose compatible with the original one.

Security

We implement technical and organisational measures to protect your data, including encryption, access controls, and secure storage.

Contact

Email: info@tridenttax.com

Phone: 0207 952 2921

Address: 25 Bedford Square, London WC1B 3HH