Privacy Policy
Optimum Tax Solutions & Optimum Tax and Accounting
Effective Date: 12.06.2026

  1. 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

 

  1. 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

 

  1. 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

 

  1. 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

 

  1. 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

 

  1. 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.

 

  1. 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.

 

  1. 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.

 

  1. 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

 

  1. Cookies

Our website uses cookies to improve your experience.
For more information, please refer to our Cookie Policy.

 

  1. Data Security

We take appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or misuse.

 

  1. Updates to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page.