1. Who We Are

ClearTaxation provides taxation, accounting, and financial planning services to individuals and businesses in the UK and internationally.

Contact details:
Email: [email protected]
Phone: 0333 987 5258
Address: 93 George Street, Edinburgh, EH2 3ES, United Kingdom

2. Information We Collect

We may collect and process the following information:

a) Information you provide to us

• Name

• Email address

• Phone number

• Company details

• Financial or tax-related information (only when required to deliver services)

• Information submitted via contact forms or discovery call bookings

b) Information collected automatically

• IP address

• Browser type and version

• Pages visited and time spent on the site

• Device and operating system information

• Cookies and tracking technologies

3. How We Use Your Information

We use your information to:

• Respond to enquiries and book discovery calls

• Provide accounting, tax, and advisory services

• Communicate important service-related information

• Improve our website and services

• Meet legal and regulatory obligations

• Send relevant updates (only if you opt in)

4. Legal Basis for Processing

We process personal data based on:

• Your consent

• Performance of a contract

• Legal obligations

• Legitimate business interests (without overriding your rights)

5. Data Sharing

We do not sell your data.

We may share your information with:

• Trusted service providers (e.g. CRM, scheduling, analytics tools)

• Regulatory or legal authorities where required by law

• Professional advisers (e.g. legal or compliance)

All third parties are required to keep your data secure and confidential.

6. Data Security

We use appropriate technical and organisational measures to protect your data, including:

• Secure servers

• Access controls

• Encrypted communication where appropriate

7. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy or to comply with legal requirements.

8. Your Rights

Under UK GDPR, you have the right to:

• Access your personal data

• Request correction or deletion

• Object to processing

• Request data portability

• Withdraw consent at any time

To exercise your rights, contact: [email protected]

9. Cookies

Our website uses cookies to improve user experience and analyse performance. You can manage or disable cookies through your browser settings.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

11. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact us using the details above.