Last updated: 5/9/25
1. Who We Are
My Tax Broker (“we”, “our”, “us”) is a business operated by James Langton, trading as My Tax Broker. Our registered business address is 33 Brambling Way, Oadby, Leicester, LE2 5PB. We act as the data controller for personal information collected through this website.
If you have any questions about this policy, you can contact us at:
📧 james@mytaxbroker.co.uk
📞 07530792433
2. What Data We Collect
We may collect and process the following types of personal information:
- Name, email address, phone number.
- Company details (e.g., trading name, sector).
- Information you provide in forms when enquiring about tax or financial services.
- Technical information from cookies and analytics tools (IP address, browser type, device).
We do not intentionally collect sensitive personal data (such as health or political beliefs).
3. How We Collect Data
- Through website enquiry forms.
- Through email or phone communication.
- Through Whatsapp, Microsoft Teams or Zoom
- Automatically, via cookies and analytics tools (see our Cookie Policy).
4. How We Use Your Data
We use your personal data for the following purposes:
- To respond to enquiries and provide information about our services.
- To assess your eligibility for tax-related services (e.g., R&D tax relief).
- To pass your enquiry to carefully selected third-party tax advisory/accounting firms who may contact you directly.
- To send you marketing communications if you have opted in.
- To improve our website and services through analytics.
5. Lawful Basis for Processing
We process your data under the following lawful bases:
- Consent – where you have agreed to us sharing your details with third parties or receiving marketing.
- Legitimate interest – to respond to your enquiries and operate our website securely.
- Legal obligation – where required to comply with law.
6. Data Sharing
We may share your personal data with:
- Third-party tax advisory and accountancy firms, solely for the purpose of providing relevant services. By contacting us via webform, social media, email, phone, zoom/teams or directly in person, you give us permission to share with our professional third parties where we see necessary.
- Service providers who support our website and IT infrastructure (e.g., hosting, email, analytics).
We do not sell your personal data to third parties.
Some data may be transferred outside the UK/EEA (e.g., if stored in cloud services like Google or Microsoft). In such cases, we ensure appropriate safeguards are in place.
7. Data Retention
We keep your personal data only for as long as necessary for the purposes set out in this policy, usually no longer than 2years after your last interaction with us, unless a longer retention period is required by law.
8. Your Rights
Under UK GDPR, you have the right to:
- Access the personal data we hold about you.
- Request correction of inaccurate information.
- Request deletion of your personal data.
- Object to processing or withdraw consent.
- Request transfer of your data to another provider.
To exercise any of these rights, contact us at james@mytaxbroker.co.uk
If you are not satisfied with how we handle your data, you may complain to the UK Information Commissioner’s Office (ICO):
🔗 https://ico.org.uk/make-a-complaint/
9. Cookies
We use cookies and tracking tools (e.g., Google Analytics) to understand website usage and improve performance. You can manage or disable cookies in your browser settings. For more details, see our Cookie Policy.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page with the revised date.