Privacy Policy

Tax Compass ("we", "us", "our") provides educational guidance on tax optimisation, salary and dividend structuring, pensions, and profit extraction for directors of UK limited companies. This policy explains, in plain terms, what personal information we collect through this website, why, and what choices you have.

Tax Compass provides general educational information only, not regulated financial, tax, or legal advice. Where we introduce you to a third-party accountant or adviser, their own privacy practices apply to what happens after that introduction.

1. Information we collect

When you use our contact form, we collect:

• Your name, email address, and phone number
• Whether you operate through a limited company
• Your approximate annual income bracket
• Anything else you choose to tell us

When you browse the site, we also automatically collect some technical data — like your general location, browser type, and which pages you visit — through cookies (see Section 3).

2. How we use it

• To reply to your enquiry and give you the guidance you asked for
• To introduce you to an accountant, tax adviser, or other professional partner, but only if you've agreed to this
• To send occasional emails about tax planning topics, if you've opted in — you can unsubscribe at any time
• To understand how people use the site so we can improve it

3. Cookies

We use Google Analytics cookies to understand how visitors use the site. These don't identify you by name. You can turn cookies off at any time in your browser settings, or via our cookie banner if the site has one.

4. Who we share your information with

We don't sell your information. We only share it with:

• An accountant, adviser, or partner you've agreed to be introduced to
• The tools we use to manage enquiries and send emails (for example a CRM or email platform)
• Google Analytics, for anonymised site statistics

We only ever share what's needed for these purposes, and nothing more.

5. How long we keep it

We keep your information only for as long as we need it — to respond to your enquiry, to meet any legal or accounting requirements, or until you ask us to delete it. After that, we delete or anonymise it.

6. Your rights

You can ask us at any time to:

• Show you the information we hold about you
• Correct anything that's inaccurate
• Delete your information
• Stop using your information for marketing, or withdraw any consent you've given

Just get in touch using the contact form on this site. If you're not happy with how we've handled your data, you can also complain to the Information Commissioner's Office (ICO) — though we'd appreciate the chance to put things right first.

7. Children

This site is intended for business owners and company directors, and isn't aimed at anyone under 18.

8. Changes to this policy

We may update this policy from time to time. We'll update the date at the top of this page whenever we do, and let you know here if a change is significant.

9. Contact us

Questions about this policy or your information? Use the contact form on this website.