High Wycombe 01494-448122 Bicester 01869-252151

Chartered Accountants

With offices in Buckinghamshire and Oxfordshire, we can look after you for all UK accounting, tax and audit issues.

CALCULO TAX AUDIT LIMITED (CTA) acts as ‘data controller’ of the personal information submitted by visitors to our website and collected by us through such visits or otherwise collected by us in relation to:

The provision of our products and services to clients
People who supply services for us
Professional contacts
People who elect to receive business communications from us

This privacy policy explains how CTA use personal information.

If you have any questions about this privacy policy, please contact us at compliance@cta.ltd

Below we provide more information about:

What information we collect about you
How long we keep your data
How will we use your information
How we share your information
How we may market to you
How we keep your information secure
Overseas transfers
Your rights
Cookies
Other websites
Changes to our privacy policy
How to contact us

What information do we collect about you?

We collect information about you when you register with us or engage us to provide products or services, or otherwise when you do business with us. We also collect information when you voluntarily complete customer surveys, provide feedback and participate in competitions. We will collect some or all of the following information from you:

Your name
Your postal and email address and telephone number(s)
Your date of birth
Financial information including taxation affairs and you National Insurance number
Your family members
Information relevant to the [products or] services you engage is to provide
Information relevant to the products or services you provide to us
Information you provide to us when you register for events or to receive other communications from us
We may also obtain information about you from other sources in order to help us provide the required services or comply with our legal and regulatory obligations, for example for anti-money laundering purposes
Your internet protocol address, operating system and web browser of visitors to our website. The IP address indicates the location of your computer on the Internet and may be used to provide statistical information about the users of our website. This information does not include data identifying you as an individual
Website usage information is collected using cookies – please see our cookie policy for further details

If you share other people’s data with us, you will need to check that person consents to you providing that information to us.

How long do we keep data for?

We will retain your personal data only for so long as we need it to perform our contract with you, to comply with our legal and regulatory requirements and otherwise in accordance with the minimum period as directed by our supervisory bodies (e.g. ACCA, FCA). Different retention periods apply for different types of data

How will we use the information about you?

We collect information about you in order to:

deliver services to you
perform our contract with you
carry out identity and anti-money laundering checks
ensure we are providing appropriate services to you
provide you with information, products or services that you request from us or which we feel may interest you
notify you about changes to our services
comply with our legal obligations
to collect information from credit reference agencies and fraud prevention agencies
maintain our records for administrative purposes

Where we are required to obtain your consent for any of the above, we will obtain it. Otherwise, we will be relying on our legitimate business interests to use your data, or using your data to perform our contract with you or comply with our legal obligations.

How will we share your information?

We will only share information with third parties where necessary to provide our services.

We share information with the following:

Business associates and other professional advisers (where requested)
our agents and service providers
Legal and regulatory authorities. We are a member firm of the Institute of Chartered Accountants in England and Wales (ICAEW). Under the ethical and regulatory rules of ICAEW we are required to allow access to client files and records for the purpose of maintaining our membership of this body.

CTA will not share your information for marketing purposes with anyone.

We will only share your information where necessary and only with firms who can evidence they are compliant with applicable data protection laws, including the UK General Data Protection Regulations (UK GDPR).

Marketing

We would like to send you information about products and services of ours and other companies in our company which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes.

If you decide to opt out and stop receiving our marketing information, we will add you to a ‘do not contact’ list against which we screen all our marketing. The list is ring-fenced and used only for the purpose of ensuring that we comply with your request and that you are not added back into our lists at a later date.

If you no longer wish to be contacted for marketing purposes or wish to change your preferences, please email sharonw@cta.ltd

How we protect your information

We take the security of your information seriously. We have put in place various security measures, both technical and organisational, to protect your personal data from loss, misuse, alternation or destruction. Our security and privacy policies are regularly reviewed. All information you provide to us is securely stored on third party cloud servers and/or hard copy files under our control. Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk.

Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access, improper use or disclosure, unauthorised modification or unlawful destruction. All employees and any third parties we engage to process your information are obliged to respect the confidentiality of your information.

Overseas transfers

The information you provide may be transferred to countries outside the European Economic Area (EEA) that do not have similar protections in place regarding your data and restrictions on its use as set out in this policy. However, we will take steps to ensure adequate protections are in place to ensure the security of your information. The EEA comprises the EU member states plus Norway, Iceland and Liechtenstein.

Your rights

Under the UK GDPR and The Data Protection Act 2018 (DPA) you have a number of rights with regard to your personal data.

You have the right to ask us not to process your personal data for marketing purposes. If you have provided consent for the processing of your data, you have the right (in certain circumstances) to withdraw that consent at any time which will not affect the lawfulness of the processing before your consent was withdrawn.

You may also have a right to:

request a copy of your information
correct any mistakes in your information
ask for your personal data to be erased
restrict processing
request data in a machine-readable re-useable form
object to data processing

Please note these rights are not absolute and on occasion these rights may be overridden by our need to comply with our legal obligations.

If you would like to exercise any of your rights

please contact:
- jonathanw@cta.ltd
let us have proof of your identity and address (a copy of your driving licence or passport and a recent utility or credit card bill); and
let us know what right you are exercising and the data it relates to.

If you complain to us and you are not satisfied with our response or believe we are processing your personal data not in accordance with the law, you can contact the Information Commissioner’s Office (ICO). This link will take you to the ICO’s website: https://ico.org.uk/

Cookies

Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further details on how we use cookies please refer to our cookie policy.

Other websites

Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

Changes to our privacy policy

We keep our privacy policy under regular review and we will place any updates on this web page. This privacy policy was last updated on 25th September 2024

Contact

Please contact us at compliance@cta.ltd if you have any queries in relation to this privacy policy or your rights.

Use of cookies

A cookie is a small text file which is placed onto your computer (or other electronic device) when you access our website. We use cookies on this website to:

recognise you whenever you visit this website (this speeds up your access to the website as you do not have to log in each time);
obtain information about your preferences, online movements and use of the internet;
carry out research and statistical analysis to help improve our content, products and services and to help us better understand our visitor requirements and interests;
target our marketing and advertising campaigns and those of other members of the Shaw Gibbs group of companies) more effectively by providing interest-based advertisements that are personalised to your interests; and
make your online experience more efficient and enjoyable.

The information we obtain from our use of cookies will not usually contain your personal data. Although we may obtain information about your computer or other electronic device such as your IP address, your browser and/or other internet log information, this will not usually identify you personally.

In most cases we will need your consent in order to use cookies on this website. The exception is where the cookie is essential in order for us to provide you with a service you have requested (e.g. to enable you to put items in your shopping basket and use our check-out process).

Third-party cookies

We work with third party suppliers who may also set cookies on our website, for example Google Analytics. These third party suppliers are responsible for the cookies they set on our site. If you want further information please go to the website for the relevant third party. You will find additional information in the table below.

Description of cookies

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our site and also allows us to improve our service to you. By continuing to browse the site, you are agreeing to our use of cookies.

A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer’s hard drive.

We use the following cookies:

Strictly necessary cookies. These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website.

Analytical/performance cookies. These allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.

Functionality cookies. These are used to recognise you when you return to our website. This enables us to personalise our content for you, greet you by name and remember your preferences.

You can find more information about the individual cookies we use and the purposes for which we use them in the table below:

Name of cookiePurpose for the cookieGoogle AnalyticsThis is an analytical/performance cookie. It is included in each page and used to calculate visitor, session and campaign data for the site’s analytics reports.Google MapsWe may use Google Maps to display maps on our site. Google set a number of cookies on any page that includes a Google Map.YouTubeWe may use YouTube to host video content. When you view a web page on our site with an embedded YouTube video, YouTube create cookies.ARRAffinityThis is a strictly necessary cookie, used for load balancing by websites run on the Microsoft Azure cloud platform._csrfThis is a strictly necessary cookie, used to increase security when submitting forms on our website.approves_cookiesThis is a strictly necessary cookie and it is set to confirm that our Cookie Privacy Notice has been displayed to the user.wow.dataThis is an analytical/performance cookie which is linked to our email software (Gatormail). It is included in each page and used to analyse visitor, session and campaign data from our email marketing campaigns.

Further information about cookies

If you wish to learn more about cookies and how to manage them, visit http://www.aboutcookies.org/.

How to turn off cookies

If you do not want to accept cookies, you can change your browser settings so that cookies are not accepted. If you do this, please be aware that you may lose some of the functionality of this website. For further information about cookies and how to disable them please go to the Information Commissioner’s webpage on cookies: https://ico.org.uk/for-the-public/online/cookies/.