Privacy Policy

Last Updated: October 2026

1. Introduction & Data Controller

Peat & Douglas Tax Advisory ("we", "our", or "us") is committed to protecting your privacy and handling your personal data with complete transparency. Operating from Prama House, 267 Banbury Road, Oxford, OX2 7HT, we act as the Data Controller for personal information collected through our website (peatdouglas.co.uk) and advisory services. If you have any questions regarding this policy or how your data is handled, you can contact us directly:

2. Information We Collect

We collect personal information that you voluntarily provide when completing our website contact forms, booking an introductory consultation, subscribing to our briefing, or engaging our professional services. This includes:

  • Contact Information: Full name, email address, telephone number, and postal address.

  • Tax & Financial Details: Specific data relevant to your enquiry or instruction (such as property transaction records, Capital Gains computations, rental income statements, Self-Assessment figures, and cross-border residence information).

  • Identity Verification Data: Official photographic ID, proof of address, and verification documentation required under statutory Anti-Money Laundering legislation.

  • Technical & Usage Data: Basic technical details collected automatically via cookies, including anonymised IP addresses, browser types, and interaction metrics to evaluate site performance and ensure security.

3. Lawful Bases for Processing

Your personal data is strictly processed under the following lawful bases established by the UK GDPR:

  • Contract Necessity: To evaluate your enquiry, deliver formal tax advisory services, and handle HMRC submissions.

  • Legal & Statutory Obligations: To comply with UK tax legislation, statutory filing procedures, and UK Anti-Money Laundering Regulations.

  • Legitimate Interests: To maintain professional business records, ensure website security, and manage responsive client communications.

  • Consent: When you voluntarily subscribe to the Peat & Douglas Tax Briefing (which can be withdrawn at any time via the unsubscribe link provided).

We do not sell, rent, or trade your personal information with third parties for commercial or marketing purposes

4. Data Sharing & Third Party Processors

To provide our advisory services, host our platform, and maintain statutory compliance, we share relevant data only with vetted third-party service providers acting on our behalf:

  • Website Hosting & Forms: Squarespace Inc.

  • Consultation Booking: Calendly LLC.

  • Cloud Infrastructure & Communications: Google Workspace (Google Ireland Limited / Alphabet Inc.).

  • Website Analytics: Google Analytics 4 (anonymised traffic measurement).

  • Statutory & Regulatory Bodies: HM Revenue & Customs (HMRC), the Association of Taxation Technicians (ATT), or relevant law enforcement bodies solely when mandated by law or instructed to do so for tax submissions

5. Data Retention & Record-Keeping

We retain personal and financial records only for as long as strictly necessary to fulfil the purposes for which they were gathered and to comply with UK statutory regulations:

  • Tax Calculation & Filing Records: Retained for 6 years following the end of the relevant tax year in accordance with HMRC statutory record-keeping requirements.

  • Anti-Money Laundering (AML) Identification: Retained for 5 years following the formal end of the client relationship, in strict compliance with the UK Money Laundering Regulations.

  • Prospective Enquiries: General enquiries submitted via our contact form that do not proceed to an active engagement are safely deleted after 12 months.

6. Security Measures

We implement rigorous technical, organizational, and administrative controls to protect your data against unauthorized access, loss, destruction, or alteration. All electronic transmission of data across our website is encrypted using industry-standard Transport Layer Security (TLS/SSL).

7. Your Rights Under UK GDPR

Under UK data protection legislation, you hold specific rights regarding your personal information, including:

  • Right of Access: The right to request a copy of the personal data we hold about you.

  • Right to Rectification: The right to request the correction of any inaccurate or incomplete records.

  • Right to Erasure ("Right to Be Forgotten"): The right to request data deletion, provided retention is not required by statutory tax or AML laws.

  • Right to Restrict or Object to Processing: The right to object to or restrict processing under certain conditions.

  • Right to Data Portability: The right to request transfer of your data to another provider in a structured format.

To exercise any of these rights, contact us at hello@peatdouglas.co.uk.

8. Questions & Complaints

If you have concerns about our data handling, we encourage you to contact us directly at hello@peatdouglas.co.uk so we can resolve the matter promptly.

You also hold the statutory right to submit a complaint at any time to the UK data protection supervisory authority:

  • Information Commissioner’s Office (ICO)

  • Website: ico.org.uk

  • Telephone Helpline: 0303 123 1113