Privacy Policy

Construction Tax & Finance (CTF)
Last updated: 4th December 2025

Welcome to Construction Tax & Finance (CTF), a trading name of The Accountancy Office Ltd.

We are committed to protecting your personal information and complying with UK GDPR and the Data Protection Act 2018.

This Privacy Policy explains how we collect, use, store and protect your personal data when you visit constructiontaxfinance.co.uk, contact us or book a call.

1. Who We Are

The Accountancy Office Ltd T/A Construction Tax & Finance

Company number: 06994933

Registered office: Basepoint Business Centre, Crab Apple Way, Vale Business Park, Evesham, WR11 1GP.

Phone: 01386 366741

We are the data controller for the personal data collected through this website.

2. What Personal Data We Collect

We collect the following types of data through this website:

Information you provide directly

  • Name

  • Email address

  • Phone number

  • Business name

  • Details you include in an enquiry

  • Information submitted through our Calendly booking system

Information collected automatically

  • IP address

  • Browser type and device information

  • Basic cookies necessary for website functionality

  • Limited analytics or traffic data (depending on your Squarespace settings)

We only collect what is necessary to respond to enquiries or arrange calls.

3. How We Use Your Data

We process your data to:

  • Respond to enquiries submitted through the website

  • Schedule calls using Calendly

  • Communicate with you about your enquiry

  • Carry out pre-contract steps where you are considering becoming a client

  • Improve and protect our website

We do not use this website for online payments, document uploads or client portal access.

4. Legal Basis for Processing

Under UK GDPR, we rely on the following legal bases:

  • Legitimate interests (responding to enquiries, arranging calls, running our website)

  • Contract (where we process your data as part of steps toward becoming a client)

  • Consent (if you sign up for optional marketing, which we do not currently run on this website

5. How We Share Your Data

We may share your personal data with:

  • Calendly, for call scheduling

  • Squarespace, as our website platform

  • IT and hosting providers who support our website

  • Internal team members working under confidentiality

We do not sell your data, and we do not share data unnecessarily.

6. International Transfers

Some of our third-party providers (e.g. Calendly, Squarespace) may store data outside the UK. Where this happens, appropriate safeguards such as Standard Contractual Clauses are used to protect your data.

7. Data Retention

We keep enquiry data for up to 12 months unless you become a client.

If you become a client, data will be retained in line with our main firm policies (typically 6 years for accounting and tax records).

We retain personal data only for as long as necessary:

  • Client financial records: usually 6 years (legal requirement)

  • AML records: 5 years from end of relationship

  • Enquiry forms: up to 12 months

  • Marketing lists: until you unsubscribe

  • Website analytics: typically 26–38 months, depending on provider

8. Cookies

This website uses essential cookies and basic analytics cookies provided by Squarespace.

You can manage cookies through your browser settings.

A separate Cookie Policy explaining this in plain terms is available on this website.

9. Your Rights

You have the right to:

  • Access your personal data

  • Request corrections

  • Request deletion (where lawful)

  • Object to processing

  • Restrict processing

  • Withdraw consent (if ever applicable)

  • Make a complaint to the ICO

10. Contact Us

If you have questions about this policy or how we handle your data, contact:

The Accountancy Office Ltd

Trading as Construction Tax & Finance (CTF)

Phone: 01386 366741