CARWOOD’S PRIVACY NOTICE

ABOUT US

National Tax Helpline is a trading name of Carwood Ltd, First Floor, 28a, Middle Hillgate, Stockport, SK1 3AY. Registered in England & Wales as Limited Liability Company with No 12382275.

For the purpose of the Data Protection Legislation and this notice, we are the ‘data controller’, we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy notice.

Our Data Protection Officer is our point of contact and will be responsible for enquiries in relation to this privacy notice or our treatment of your personal data. Should you require any information regarding how we collect and process your data or have any privacy related, you can do so using the contact details listed at section 17 - Contact us below.

THE PURPOSE AND SCOPE OF THIS NOTICE

This notice describes how we collect and use personal data about you, in accordance with the General Data Protection Regulation (GDPR), the Data Protection Act 2018 and any other national implementing laws, regulations and secondary legislation, as amended or updated from time to time, in the UK (‘Data Protection Legislation’).

This notice applies to the information that we obtain or when you otherwise interact with our services.

Please read the following carefully to understand our practices regarding your personal data and how we will treat it.

HOW WE GET THE PERSONAL INFORMATION AND WHY WE HAVE IT

We obtain personal data about you, for example, when:

• you register a claim with us.
• you engage us to provide our services and during the provision of those services
• you contact us by email, telephone, post or social media (for example when you have a query about our services); or
• from third parties and/or publicly available resources (for example, from your employer or HMRC).

THE TYPE OF PERSONAL INFORMATION WE COLLECT AND PROCESS

The information we collect and process about you may include the following:

• your personal details (such as your name, address, contact details, national insurance number and employment related information)
• details of contact we have had with you in relation to the provision, or the proposed provision, of our services.
• details of any services you have received from us.
• information about any complaints and enquiries you make to us.
• information from research, surveys, and marketing activities.
• Information we receive from other sources, such as publicly available information, information provided by your employer or information from HMRC

HOW WE USE THE PERSONAL DATA WE HOLD ABOUT YOU

We may process your personal data for purposes necessary for the performance of our contract with you (for example to process your tax refund claim or tax return) and to comply with our legal obligations.

We may process your personal data for the purposes of our own legitimate interests provided that those interests do not override any of your own interests, rights and freedoms which require the protection of personal data. This includes processing for business development, statistical and management purposes.

We may process your personal data for certain additional purposes with your consent, For example, we will only share your data with third party companies for marketing purposes, where we have obtained your consent to do so. In these limited circumstances where your consent is required for the processing of your personal data then you have the right to withdraw your consent to processing for such specific purposes. Please note that we may process your personal data for more than one lawful basis depending on the specific purpose for which we are using your data                                                              

SITUATIONS IN WHICH WE WILL USE YOUR PERSONAL DATA

We may use your personal data in order to:

• carry out our obligations arising from any agreements entered into between you and us (which will most usually be for the provision of our services);
• provide you with information related to our services and our events and activities that you request from us or
• provide you with marketing information which we feel may interest you or provide your contact details to other companies for tax planning and savings purposes.
• seek your thoughts and opinions on the services we provide; and
• notify you about any changes to our services.
• In some circumstances we may anonymise or pseudonymise the personal data so that it can no longer be associated with you, in which case we may use it without further notice to you.
  If you refuse to provide us with certain information when requested, we may not be able to perform the contract we have entered into with you. Alternatively, we may be unable to comply with our legal or regulatory obligations.
  We may also process your personal data without your knowledge or consent, in accordance with this notice, where we are legally required or permitted to do so

DATA RETENTION

• We will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collected.
  When assessing what retention period is appropriate for your personal data, we take into consideration:
  • the requirements of our business and the services provided.
  • any statutory or legal obligations.
  • the purposes for which we originally collected the personal data.
  • the lawful grounds on which we based our processing.
  • the types of personal data we have collected.
  • the amount and categories of your personal data; and
  • whether the purpose of the processing could reasonably be fulfilled by other mea

CHANGE OF PURPOSE

• Where we need to use your personal data for similar or new purposes such as providing you with financial money savings offers or tips from other companies, other than for the purpose for which we collected it. We will notify you and communicate the legal basis which allows us to do so before starting any new processing.

DATA SHARING

Why might you share my personal data with third parties?

We will share your personal data with third parties where we are required by law, where it is necessary to administer the relationship between us or where we have another legitimate interest in doing so.

Which third-party service providers process my personal data?

“Third parties” includes third-party service providers. The following activities are carried out by third-party service providers: IT and cloud services, professional advisory services, administration services, marketing services, postal services and banking services.

All of our third-party service providers are required to take commercially reasonable and appropriate security measures to protect your personal data.

We only permit our third-party service providers to process your personal data for specified purposes and in accordance with our instructions.

What about other third parties?

We may share your personal data with other third parties, for example in the context of the possible sale or restructuring of the business. We may also need to share your personal data with a regulator or to otherwise comply with the law.

We will share your personal data with HMRC in order carry out our obligations arising from any agreements entered into between you and us (which will most usually be for the provision of our services).

Marketing Purposes- In line with our terms and conditions, we will share your data with Tyler Hampshire Ltd to provide you with money saving tips, benefits and offers from third party companies, including but not limited to:

• Service providers.
• Advertising agencies
• Marketing partners

The types of personal data that may be shared with Tyler Hampshire Ltd for joint marketing and profiling purposes may include demographic information, tax profile, preferences, and other relevant details. Tyler Hampshire Ltd will not share your details with these third-party companies.

The third-party companies will only have your personal data only when you signed up or register for their products.

Please refer to the privacy notice on Tyler Hampshire Ltd website http://www.tylerhhampshire.uk for more information on how the company process your data.

TRANSFERRING PERSONAL DATA OUTSIDE THE EUROPEAN ECONOMIC AREA (EEA)

We may transfer and store the personal data we collect about you to countries outside of the EEA in order to perform our contract with you.

There is an adequacy decision by the European Commission in relation to these countries therefore it will be deemed to provide an adequate level of protection for your personal information for the purpose of the Data Protection Legislation.

DATA SECURITY

We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.

RIGHTS OF ACCESS, CORRECTION, ERASURE, AND RESTRICTION

Your duty to inform us of changes

It is important that the personal data we hold about you is accurate and current. Should your personal information change, please notify us of any changes of which we need to be made aware by contacting us, using the contact details below.

Your rights in connection with personal data

Under certain circumstances, by law you have the right to:

• Request access to your personal data. This enables you to receive details of the personal data we hold about you and to check that we are processing it lawfully.
• Request correction of the personal data that we hold about you.
• Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have exercised your right to object to processing (see below).
• Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this basis. You also have the right to object where we are processing your personal information for direct marketing purposes.
• Request the restriction of processing of your personal data. This enables you to ask us to suspend the processing of personal data about you, for example if you want us to establish its accuracy or the reason for processing it.
• Request the transfer of your personal data to you or another data controller if the processing is based on consent, carried out by automated means and this is technically feasible.

If you want to exercise any of the above rights, please email our data protection point of contact at dpo@nationaltaxhelpline.co.uk

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request for access is clearly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.

We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal information is not disclosed to any person who has no right to receive it.

RIGHT TO WITHDRAW CONSENT

In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal data for a specific purpose (for example, in relation to direct marketing that you have indicated you would like to receive from us), you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please write to dpo@nationaltaxhelpline.co.uk

Once we have received notification that you have withdrawn your consent, we will no longer process your personal information (personal data) for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law.

COOKIES

Claim My Tax Back uses different types of cookies to help improve your online experience, these include:

• Website usability and functionality: cookies allow you to move around the different pages of the websites without retyping in any previously typed information. They also help us to guarantee your security or predict how our website will perform during your visit.
• Website analytics: allow us to note which pages of the websites you visit and how you browse. This allows us to know how many people visit our website and see which pages are visited, as well as log any page errors you experience. These cookies do not collect any personal information that could identify any individual visitor to our websites.
• Website analytics: are linked to third parties such as Twitter, Facebook and Google, and when a link is clicked, they may later be used by those organisations to pass information about your browsing to other marketing agencies. As a result, these agencies may place adverts that you may be of interest to you when you visit other websites.

Most browsers automatically accept cookies but you can set your browser options so that you will not receive cookies and you can also delete any existing cookies from your browser. Visit All About Cookies to find out how you can restrict or prevent cookies, depending on the web browser you are using. Please note, you may find that some parts of our website will not function properly if you refuse cookies.

To read more about how our advertising partners will use your personal data when you give consent to use cookies, please click on the following links

Cookie Policy (facebook.com)

Privacy Policy – Privacy & Terms – Google

Microsoft Privacy Statement – Microsoft privacy

Should you also wish to opt out of Google Analytics tracking across all websites please visit http://tools.google.com/dlpage/gaoptout

COMPLAINTS

If you have a complaint about any aspect of data protection or if you feel your privacy has been breached by us, we would like to hear from you. To help us investigate and resolve your concerns as quickly as possible, please contact:

Data Protection Officer
National Tax Helpline
First Floor
28a Middle Hillgate
Stockport
SK1 3AY

Email:  dpo@nationaltaxhelpline.co.uk

If you are unhappy with the final response you have received from claim my tax back, you have the right to complain to the supervisory authority, the Information Commissioner’s Office (ICO) within three months of your last meaningful contact with us. You can call the ICO on 0303 123 1113 or visit https://ico.org.uk .

16. CHANGES TO THIS NOTICE

Any changes we may make to our privacy notice in the future will be located at https://nationaltaxhelpline.co.uk/privacy-policy/

CONTACT US

If you have any questions regarding this notice or if you would like to speak to us about the manner in which we process your personal data, please email our Data Protection Point of Contact at dpo@nationaltaxhelpline.co.uk