Privacy Policy

1. Privacy Notice

This privacy notice relates to the use of your personal information by My Tax Experts Limited ("we," “MTE,” "us," or "our").

It is important to us that you are informed of how we use your personal information, your rights regarding your data and the steps we take to protect it. We encourage you to read in full this privacy notice.

 

2. Information We Collect

The type of personal information we collect can include the following:

• Personal Identification information such as full name, date of birth, national Insurance (NI) number, and tax reference numbers.

• Contact Information such as address, email address, and phone number.

• Financial Information such as employment details, income details (P60, P45), expense claims, and bank account details for rebate payments.

• Service Data such as communication history, service preferences, and supporting documentation provided for claims.

• Technical Data such as IP addresses, browser type, and cookies when you use our website.
  
   

3. How we collect your information

You provide us with your information directly when you interact with us:

• Directly through our website through cookie technology (if you accept them)

• Through submitting information which allows us to carry out anti-money laundering checks.

• Contacting us via email, phone or social media.

• Process and submit your tax refund claims to HMRC.

• Communicate with you about your claim status or additional documentation.

• Improve our services and user experience.

• Comply with legal obligations and regulatory requirements.
  
   

4. How we use your information

• To process and submit your claim.

• Communicate with you about your claim’s status.

• Improve our services and user experience.

• Comply with legal obligations and  other mandatory regulatory requirements.

• To process payments and refunds.

• To respond to your enquiries and address any questions or concerns you have raised with us.
  
   

5. Disclosing of information to third parties

We may share your data with the following third parties:

• HMRC

• Service Providers / Third-party vendors

• Legal Authorities, where we are under a legal duty to disclose or share personal information in order to comply under a legal obligation or request.

We will not share your information with third parties who distribute marketing material without your consent.

 

 

6. Your Rights 

You have the following rights, under data protection law, some of which may only apply in certain circumstances:

• Access: Request a copy of your personal data that we hold.

• Correction: Request corrections to inaccurate or incomplete data.

• Erasure: Request deletion of your data where no longer necessary.

• Restriction: Limit processing of your data in certain circumstances.

• Portability: Request transfer of your data to another service provider.

• Objection: Object to processing your data for certain purposes, such as marketing.

• Complain: Right to complain to the data protection regulator ( Information Commissioner’s Office )

To exercise these rights, contact us at info@mytaxexperts.co.uk

 

7. Data Retention

We retain your personal data for as long as necessary to fulfill the purposes outlined in this notice and to comply with legal, accounting, or reporting requirements. We may also process your personal information as necessary to establish, exercise, or defend legal claims. In such cases, we will retain your personal information for a period of seven years after it is no longer required for any of the purposes outlined in Paragraph 2.

 

8. Data Security

We employ appropriate technical and organisational measures to safeguard your personal data from unauthorised or accidental access, loss, or misuse. Access to your personal information is restricted to employees, agents, and third parties who have a legitimate business need to access it. While we strive to ensure the security of your data, no system or method of transmission over the internet is entirely secure. Accordingly, we cannot guarantee absolute security. By using our services, you acknowledge the inherent risks associated with internet-based data transmission and agree not to hold us liable for any security breaches unless caused by our negligence or willful misconduct.

 

9. Cookies and Tracking

Our website uses cookies to enhance the user experience and analyse traffic. You can manage your cookie preferences online, for more details, please refer to our Cookie Policy.

 

10. Changes to this Privacy Notice

We may update this Privacy Notice to reflect changes in our practices or legal requirements. We encourage you to review this privacy notice periodically. This privacy notice was last updated on 08/01/2025.

 

11. Contact Us

If you have questions, comments or requests regarding this privacy notice or how we use your personal information please contact us at info@mytaxexperts.co.uk.