Information We Collect

When you work with Summitedgadv, we collect information that helps us provide better tax optimization services. This includes details you give us directly and information we gather during our professional relationship.

• Personal Details: Your name, address, phone number, email, and business information needed for tax planning
• Financial Information: Income details, business expenses, and relevant financial records for tax strategy development
• Communication Records: Notes from consultations, email exchanges, and documentation of advice provided
• Website Usage: How you interact with our website, including pages visited and time spent reviewing our services

How We Use Your Information

Your information helps us deliver the tax optimization services you're looking for. We use this data specifically for legitimate business purposes that directly benefit your financial planning.

We analyze your financial situation to create customized tax strategies, maintain records of our professional advice, and stay in touch about changes in tax law that might affect your planning. Sometimes we need to verify information with relevant authorities as part of proper due diligence.

Data Storage and Security

We take protecting your financial information seriously. Your data is stored on secure servers with encryption and access controls that meet professional standards for financial service providers.

Physical documents are kept in locked filing systems, and digital records use password protection with regular security updates. Our team receives training on data protection procedures, and we regularly review our security measures to ensure they remain effective.

While we implement strong security measures, we also believe in being honest about limitations. No system is completely immune to security breaches, but we maintain comprehensive procedures for monitoring and responding to any potential issues.

Sharing Your Information

We share your information only when necessary for providing tax optimization services or when required by law. This might include working with accountants, legal professionals, or tax authorities as part of legitimate planning activities.

• Professional advisors who assist with complex tax strategies
• HMRC or other tax authorities when legally required
• Legal professionals when needed for compliance or dispute resolution
• Service providers who help maintain our systems (under strict confidentiality agreements)

Before sharing information with any third party, we ensure they understand their obligations to protect your privacy and only use your data for the specific purpose we've outlined.

Your Rights

Under UK data protection law, you have several important rights regarding how we handle your personal information. These rights are designed to give you control over your data.

You can request to see what information we hold about you, ask for corrections if something is wrong, or request that we delete your data in certain circumstances. You can also ask us to provide your information in a format that allows you to transfer it elsewhere.

If you want to exercise any of these rights, just contact us using the details below. We'll respond within one month and won't charge a fee unless your request is particularly complex or repetitive.

You also have the right to complain to the Information Commissioner's Office if you're concerned about how we're handling your personal information.

Cookies and Website Data

Our website uses cookies to improve your browsing experience and help us understand which areas of our site are most useful. We use both essential cookies that make the website function properly and analytics cookies that help us improve our services.

Essential cookies remember your preferences and keep you logged into secure areas. Analytics cookies show us which pages people visit most often and how they navigate through our site, but this information is anonymous.

You can control cookie settings through your browser, though disabling certain cookies might affect how well our website works for you.

Data Retention

We keep your information for as long as necessary to provide our services and meet legal requirements. For most client data, this means keeping records for seven years after our professional relationship ends, which aligns with tax authority requirements.

Some information may be kept longer if required by law or if it's needed for ongoing legal matters. When we no longer need your information, we securely delete or destroy it using methods that prevent recovery.

If you stop using our services, we'll explain exactly what information we're keeping and why, so you understand what happens to your data.

Changes to This Policy

We review this privacy policy regularly and update it when our practices change or when legal requirements evolve. If we make significant changes that affect how we handle your information, we'll let you know directly rather than just posting updates on our website.

Minor updates that clarify existing practices or fix errors will be noted with a new effective date. You can always find the current version of this policy on our website.