Privacy Policy
Optimum Tax Solutions & Optimum Tax and Accounting
Effective Date: 12.06.2026
- Who We Are
Optimum Tax Solutions and Optimum Tax and Accounting (“we”, “us”, “our”) provide tax and accounting services in the United Kingdom.
Data Controller:
Martin Westall
33 Brown Street, Salisbury, Wiltshire, SP1 2AS
Email: info@optimumtaxsolutions.com
Telephone: 01425 656688
- What Personal Data We Collect
We may collect and process the following personal data:
Name
Email address
Telephone number
Information you provide through our website contact forms or via email
Technical information such as IP address, browser type, and website usage data
- How We Use Your Data
We use your personal data to:
Respond to enquiries and provide requested information
Deliver our services
Communicate with you regarding your enquiry or services
Improve our website and user experience
- Lawful Basis for Processing
We process your personal data in accordance with UK GDPR under the following lawful bases:
Consent – when you submit an enquiry via our website
Contract – where processing is necessary to provide our services
Legitimate Interests – to operate and improve our business and website
- Data Retention
We retain personal data only for as long as necessary:
General enquiries: up to 12 months
Client records: up to 6 years, in line with legal and tax obligations
- Sharing Your Data
We may share your data with trusted third parties where necessary, including:
Website hosting providers
IT and email service providers
Professional advisers
We do not sell or rent your personal data to third parties.
- International Data Transfers
Some of our third-party providers may store data outside the UK.
Where this occurs, we ensure appropriate safeguards are in place, such as Standard Contractual Clauses.
- Your Data Protection Rights
You have the right to:
Access the personal data we hold about you
Request correction of inaccurate data
Request deletion of your data
Restrict or object to processing
Request transfer of your data
To exercise your rights, please contact us using the details above.
- Complaints
If you have concerns about how we use your data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
Website: https://ico.org.uk
Telephone: 0303 123 1113
- Cookies
Our website uses cookies to improve your experience.
For more information, please refer to our Cookie Policy.
- Data Security
We take appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or misuse.
- Updates to This Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page.