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Privacy Policy

Effective Date: 16/02/2025

1. Purpose of This Notice

This notice describes how we collect, use, and protect personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and any other relevant UK data protection laws.

Please read this notice carefully to understand our data practices.

2. About Us

MHTA ("we", "us", or "our") is a tax and accountancy firm providing tailored services in personal tax and compliance.

For the purpose of data protection laws, we are the ‘data controller’, meaning we decide how and why your personal data is processed. If you have any questions regarding this policy, please contact us:

3. How We Collect Personal Data

We collect personal data through the following means:

  • Directly from you when you engage our services, contact us via email, phone, WhatsApp, or our website.

  • Through third-party software providers such as TaxCalc, which we use for tax-related services.

  • From HMRC when acting on your behalf.

4. Types of Personal Data We Collect

We may collect and process the following types of personal data:

  • Personal details (name, email, phone number, address, proof of identity)

  • Financial details (National Insurance (NI) number, tax details, bank/payment information)

  • Correspondence with HMRC and other financial institutions

5. How We Use Personal Data

We process personal data for the following purposes:

  • To comply with UK AML & CT regulations.

  • To prepare and submit tax returns on your behalf.

  • To communicate with HMRC and resolve tax-related matters.

  • To manage client relationships and provide tailored tax advice.

  • To process tax repayments and payments.

We may also process your data for legitimate business interests, such as service improvement and security, provided your rights and freedoms are not affected.

6. Data Sharing

We share personal data only when necessary with:

  • HMRC, for tax filings and compliance.

  • Third-party software providers (e.g. TaxCalc) to facilitate tax processing.

We do not sell or share personal data for marketing purposes.

7. Data Security & Retention

We implement strict security measures to prevent unauthorised access, loss, or misuse of your personal data. Your data is stored securely and retained only for as long as necessary to meet legal and contractual obligations.

When determining data retention periods, we consider:

  • Legal and regulatory requirements

  • Contractual obligations

  • Business needs

8. Your Data Protection Rights

Under UK GDPR, you have the right to:

  • Access your personal data.

  • Correct inaccurate data.

  • Request deletion of your data where appropriate.

  • Restrict processing in certain circumstances.

  • Object to processing where applicable.

You can exercise these rights by contacting contact@mhta.co.uk. We will respond within one month.

9. Cookies & Website Tracking

Our website uses Google Analytics to track user activity. You can manage cookie settings through your browser.

10. Changes to This Policy

We may update this Privacy Policy periodically. Clients will be notified of any changes via email.

11. Contact Us

For any privacy-related enquiries, please contact us:

If you have concerns about how we handle your data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):

Information Commissioner's Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Website: www.ico.org.uk

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