Privacy and Cookies

Effective date: May 2026

Updated on: May 2026

T4 Tax Limited takes privacy and data protection seriously. We collect and use personal data to provide our tax, accounting and advisory services, manage our client relationships, comply with legal and regulatory obligations, operate our website, and manage our business.

This page provides a summary of how we use personal data and cookies on our website. Our full Privacy Notice explains in more detail what personal data we collect, why we use it, the lawful bases we rely on, who we may share it with, how long we keep it, your data protection rights, and how to contact us.

Full Privacy Notice: View or download our full Privacy Notice

Who we are

T4 Tax Limited is registered in England and Wales under company number 05134077.

Registered office: 24 St Marys Way, Burghfield Common, Berkshire, RG7 3YR.

For privacy or data protection queries, please contact: data.protection@t4tax.com.

Information we may collect through this website

When you use our website or complete forms through it, we may collect information such as:

• your name and contact details;
• your email address, telephone number and address;
• client reference numbers or other identifiers you provide;
• business, tax, accounting or financial information submitted through forms;
• identity, anti-money laundering or client onboarding information, where requested;
• information included in engagement agreements, checklists, questionnaires or client information forms;
• technical information such as IP address, browser type, device information, pages visited, referring pages and time/date of access; and
• cookie and consent preference information.

Please only submit information through our official website, forms or secure methods made available by us. If you believe information has been submitted incorrectly, sent to the wrong person, or accessed without authority, please contact us promptly.

How we use personal data

We use personal data for purposes connected with our services and the operation of our website. These may include:

• responding to enquiries;
• providing tax, accounting, payroll, bookkeeping, company secretarial and advisory services;
• managing client onboarding and engagement agreements;
• carrying out identity, anti-money laundering, sanctions and risk checks;
• communicating with you about services we provide or may provide to you;
• sending client service and administration updates, such as requests to complete forms, timetable updates, deadline reminders or engagement updates;
• operating, maintaining and improving our website, forms and digital systems;
• protecting our website, systems, clients and business from misuse, fraud, cyber risk or unauthorised access;
• complying with legal, tax, accounting, professional and regulatory obligations;
• dealing with complaints, disputes, insurance matters or legal claims; and
• other purposes explained in our full Privacy Notice.

We do not treat general use of this website as consent to all processing of personal data. We rely on the lawful bases explained in our full Privacy Notice. These may include contract, legal obligation, legitimate interests, consent where required, and other lawful bases permitted by data protection legislation.

Website forms and client administration systems

When you complete forms, checklists, engagement agreements or information requests through our website or other online systems, the information you provide may be used to update our client records and administration systems.

This may include our email and client communication systems, such as Mailchimp or similar providers, where these are used to send client service or administration communications. These communications may include requests to complete forms, engagement agreement updates, tax return process updates, deadline reminders, information request reminders, changes to our procedures, and other matters connected with services we provide.

These client service communications are not intended to be general marketing emails or newsletters. If we decide to send marketing emails in the future, we will deal with this separately where required by law.

AI, automation and technology tools

We may use artificial intelligence, automation, machine learning, document analysis tools, software assistants and similar technology tools to help us provide our services and manage our business.

This may include tools used to review, summarise, extract, organise or analyse emails, documents, spreadsheets, tax returns, bank records, accounting records, correspondence and other information provided to us. These tools may be provided by third-party suppliers, including AI providers, cloud providers, software providers and communication platforms.

Where personal data is processed using AI-enabled tools, we will process it in accordance with our full Privacy Notice, our professional obligations and data protection requirements.

Who we may share information with

Where necessary, we may share personal data with:

• HMRC, Companies House and other public bodies;
• professional bodies, regulators, insurers and legal advisers;
• tax, accounting, payroll, bookkeeping, company secretarial or advisory subcontractors;
• software providers, cloud service providers, website hosts, form providers and secure portal providers;
• identity verification, anti-money laundering, sanctions and payment service providers;
• email and client communication platforms, such as Mailchimp or similar providers;
• AI, automation or document analysis providers where used in connection with our services;
• previous or new advisers where authorised or required; and
• other third parties where required or permitted by law, regulation, professional rules or our engagement terms.

We do not sell your personal data to third parties.

International transfers

Some service providers may process personal data outside the UK. Where this happens, we will take steps to ensure that the transfer is made in accordance with data protection legislation.

How long we keep information

We keep personal data and client records for as long as we reasonably need them for the purposes for which they are held. This includes providing services, maintaining tax and accounting records, complying with legal, regulatory, professional and anti-money laundering obligations, dealing with HMRC enquiries, protecting our legal rights, managing insurance and professional indemnity matters, and dealing with complaints or disputes.

Retention periods vary depending on the type of record, the services provided, the client’s circumstances and any legal, regulatory or professional requirements. More detail is provided in our full Privacy Notice.

Your data protection rights

Depending on the circumstances, you may have rights under data protection legislation, including the right to:

• access personal data we hold about you;
• ask us to correct inaccurate personal data;
• ask us to erase personal data in certain circumstances;
• ask us to restrict processing in certain circumstances;
• object to processing in certain circumstances;
• receive certain personal data in a portable format;
• withdraw consent where we rely on consent; and
• complain about how we use your personal data.

These rights do not apply in all circumstances and may be subject to legal, regulatory, professional or other restrictions. More information is available in our full Privacy Notice.

Data protection complaints

If you have a concern about how we use personal data, please contact us at data.protection@t4tax.com.

We will acknowledge data protection complaints within 30 days and respond without undue delay. We may ask for further information to help us understand and deal with the issue.

You also have the right to complain to the Information Commissioner’s Office.

Cookies and similar technologies

Our website uses cookies and similar technologies. Cookies are small files placed on your device to help the website work, improve performance, remember preferences and, where applicable, understand how visitors use the website.

We use CookieScript to help manage cookie information and cookie consent.

Some cookies are strictly necessary for the website to work properly. These may be set without your consent. Other cookies, such as analytics, performance, functionality, targeting or advertising cookies, will only be used where required consent has been obtained through our cookie banner or cookie settings tool.

You can accept, reject or change your cookie preferences at any time using the cookie settings tool on our website.

Types of cookies we may use

• Strictly necessary cookies. These cookies are needed for the website to operate properly, such as maintaining security, managing forms, remembering cookie choices or enabling basic website functions.
• Analytics or performance cookies. These cookies help us understand how visitors use the website, such as which pages are visited and whether forms or pages work properly. We use this information to improve the website and our services.
• Functionality cookies. These cookies help remember choices you make, such as preferences or settings.
• Targeting or advertising cookies. We do not currently use cookies for general targeted advertising unless this is shown in the CookieScript cookie settings tool. If this changes, we will update our cookie information and request consent where required.
• Unclassified cookies. Some cookies may be listed as unclassified while they are being reviewed or categorised.

Current cookies and cookie settings

Our cookie settings tool provides current information about the cookies used on our website, including cookie name, provider, purpose, category and expiry period.

Security

We take reasonable steps to protect information submitted through our website, including using appropriate technical and organisational measures. However, no website, online form, email system, messaging system or digital service can be guaranteed to be completely secure.

Our website may contain links to third-party websites. We are not responsible for the content, security or privacy practices of third-party websites. You should review their privacy information before providing personal data to them.

Changes to this page

We may update this page and our full Privacy Notice from time to time. The current version will be made available on our website.

Contact us

T4 Tax Limited
24 St Marys Way
Burghfield Common
Berkshire
RG7 3YR

Email: data.protection@t4tax.com
Website: https://t4tax.com