Privacy Policy

Last updated: 28.04.2026

1. Who we are

This Privacy Policy explains how Ottax Consulting Ltd collects, uses, stores and protects your personal information when you use our website, contact us, or submit information through social media forms, including Facebook and Instagram lead forms.

Company name: Ottax Consulting Ltd
Company number: 16271996
Registered office: 124-128 City Road, London, England, EC1V 2NX
Email: info@ottaxconsulting.co.uk

2. What information we collect

We may collect the following information:

• Name

• Email address

• Phone number

• Business type, for example self-employed, landlord or limited company

• Information about your accounting, tax, MTD, VAT, payroll or business needs

• Any message or details you send to us

• Website usage data, such as pages visited, browser type and device information

• Social media lead form information submitted through platforms such as Facebook or Instagram

3. How we collect your information

We collect information when you:

• Complete a form on our website

• Submit a Facebook or Instagram lead form

• Contact us by email, phone, WhatsApp or social media

• Request a consultation

• Use our website

Privacy information should be provided when personal data is collected, and should explain purposes, retention and sharing.

4. How we use your information

We use your information to:

• Contact you about your enquiry

• Provide information about our accounting, tax and MTD services

• Arrange consultations

• Assess which services may be suitable for you

• Provide quotes or onboarding information

• Manage client relationships

• Improve our website, advertising and customer service

• Meet legal, regulatory and accounting obligations

We do not sell your personal information.

5. Social media and Facebook lead forms

If you submit your details through Facebook, Instagram or another social media platform, we will use the information only to respond to your enquiry and contact you about the service you requested.

Your information may be processed by the relevant social media platform according to its own privacy policy. We recommend reviewing the privacy settings and privacy policy of the platform you use.

6. Lawful basis for using your data

We process your personal data where one or more of the following applies:

• You have given consent, for example by submitting a form

• We need the information to respond to your enquiry or provide services

• We have a legitimate business interest in responding to potential clients and improving our services

• We need to comply with legal or regulatory obligations

7. Who we share your information with

We may share your information only where necessary with:

• Our internal team

• Accounting, tax, software or administrative service providers

• IT, website, email, CRM or cloud service providers

• Professional advisers

• HMRC or other authorities where required by law

We do not share your data with third parties for their own marketing purposes.

8. How long we keep your information

We keep enquiry and lead information only for as long as necessary to respond to your request and manage our business records.

If you become a client, we may keep relevant records for longer where required for accounting, tax, legal or regulatory purposes.

UK privacy notices should explain retention periods or the criteria used to decide how long data is kept.

9. Marketing communications

We may contact you about services you requested or similar services that may be relevant to your enquiry.

You can opt out at any time by emailing:

info@ottaxconsulting.co.uk

10. Cookies and website tracking

Our website may use cookies or similar technologies to understand website traffic, improve performance and support advertising activity.

Where required, you will be asked to accept or manage cookies when visiting our website.

11. Your rights

Under UK data protection law, you may have rights including:

• The right to access your personal data

• The right to correct inaccurate data

• The right to request deletion of your data

• The right to restrict or object to processing

• The right to data portability

• The right to withdraw consent where processing is based on consent

The ICO states that privacy notices should include people’s information rights, including the right to withdraw consent where consent is used.

To exercise your rights, contact:

info@ottaxconsulting.co.uk

12. Complaints

If you have concerns about how we use your personal information, please contact us first at:

info@ottaxconsulting.co.uk

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

13. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will be published on our website.