πŸ”’ UK GDPR Compliant

Privacy Policy

This privacy notice tells you what to expect us to do with your personal information. We take data protection seriously β€” and explain exactly what we collect, why, and what your rights are.

Last updated: 17 March 2026 Effective: Immediately Applies to: All clients & visitors

Fiscal Umbrella Limited is the data controller for the personal information you share with us. We follow UK GDPR and the Data Protection Act 2018. This page explains exactly what we do with your data β€” without legal jargon wherever possible.

Section 01

Contact Details

If you have any questions about this privacy notice or how we handle your data, you can reach us using any of the methods below.

Section 02

What Information We Collect, Use, and Why

The information we collect depends on what we're doing for you. We've broken it down by purpose so it's clear.

For Operating Client & Customer Accounts

  • Names and contact details
  • Addresses
  • Account information, including registration details
  • Information used for security purposes

We may also collect: Racial or ethnic origin (only when required by law)

To Comply With Legal Requirements

  • Name
  • Contact information
  • Identification documents
  • Any other personal information required to comply with legal obligations

For Dealing With Queries, Complaints or Claims

  • Names and contact details
  • Address
  • Account information
  • Relevant information from previous investigations
  • Customer or client accounts and records
  • Financial transaction information
  • Correspondence

We may also collect: Racial or ethnic origin (only when required by law)

Section 03

Lawful Bases and Data Protection Rights

Under UK data protection law, we must have a "lawful basis" for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO's website.

Your Data Protection Rights

Which lawful basis we rely on may affect your data protection rights. Here are your rights in brief β€” you can find more about each one on the ICO's website.

πŸ” Your right of access

You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share information with. There are some exemptions which means you may not receive all the information you ask for.

✏️ Your right to rectification

You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete.

πŸ—‘οΈ Your right to erasure

You have the right to ask us to delete your personal information.

⏸️ Your right to restriction of processing

You have the right to ask us to limit how we can use your personal information.

🚫 Your right to object to processing

You have the right to object to the processing of your personal data.

πŸ“¦ Your right to data portability

You have the right to ask that we transfer the personal information you gave us to another organisation, or to you.

↩️ Your right to withdraw consent

When we use consent as our lawful basis you have the right to withdraw your consent at any time.

If you make a request, we must respond to you without undue delay and in any event within one month. To make a data protection rights request, please contact us using the details at the top of this notice.

Section 04

Our Lawful Bases for Collecting and Using Your Data

We rely on the following lawful bases depending on the purpose of processing.

For Operating Client or Customer Accounts

  • Consent β€” we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
  • Contract β€” we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
  • Legal obligation β€” we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

To Comply With Legal Requirements

  • Consent β€” we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object.
  • Contract β€” we have to collect or use the information so we can enter into or carry out a contract with you.
  • Legal obligation β€” we have to collect or use your information so we can comply with the law.

For Dealing With Queries, Complaints or Claims

  • Consent β€” we have permission from you after we gave you all the relevant information.
  • Contract β€” we have to collect or use the information so we can enter into or carry out a contract with you.
  • Legal obligation β€” we have to collect or use your information so we can comply with the law.
Section 05

Where We Get Personal Information From

  • Directly from you
Section 06

How Long We Keep Information

We keep your personal information for 15 years after the end of the financial year in which the documents were provided to us. This retention period reflects our regulatory obligations as a UK accountancy practice, including HMRC record-keeping requirements and Companies Act provisions.

Section 07

Who We Share Information With

We only share your personal information with parties where there is a legitimate need to do so for the services we provide to you, or where required by law.

Others We Share Personal Information With

  • Insurance companies, brokers or other intermediaries
  • Professional or legal advisors
  • Insolvency practitioners
Section 08

How to Complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we've used your data after raising a complaint with us, you can also complain to the Information Commissioner's Office (ICO).

The ICO's address: Information Commissioner's Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline: 0303 123 1113
Website: ico.org.uk/make-a-complaint
πŸ“… Last updated: 17 March 2026