Who We Are

Paragon Tax Group Ltd is committed to safeguarding the privacy of all clients, prospective clients, former clients, and their associates. We take data privacy and confidentiality seriously and this Privacy Policy outlines the information we collect, why we collect it, how it is used, who it may be shared with, and your rights to access or modify it.

Use of Your Personal Information

We may use your personal information for the following purposes:

To fulfil a contract for the provision of tax-related services.To initiate or defend legal claims or proceedings.To meet legal or regulatory requirements.For legitimate business needs.Where you (or your organisation) have given consent for us to use your data.

How We Collect Your Personal Data

We collect your personal information directly from you when you engage our services. This may include:

Name, date of birth, address, and contact information.Details relevant to your claim (such as employment details or National Insurance number).Other information necessary to process your tax claims or inquiries.

This information is held securely in both digital and physical formats.

Purposes for Processing

We process your information to:

Deliver services such as tax claims and assessments.Manage internal processes like billing, auditing, and conflict checks.Provide supporting services like claim-related insurance or financial consultations.Comply with legal or professional requirements.

Sharing Your Data

Your information may be shared with:

HMRC to submit or pursue your tax claims.Third-party administrative and professional support services, under strict confidentiality.Partner firms (with your consent) if we are unable to assist you directly.

We never sell your information. In the rare event of a business sale, data may transfer to the new entity solely for continuity of service.

Your Rights

You are entitled to:

Access the personal data we hold about you.Correct or update inaccuracies.Withdraw consent for marketing or other uses.Request deletion where data is no longer needed or legally required.Receive your data in a portable format (where applicable).Object to or restrict certain types of processing.

To exercise any of these rights, contact us at:

Paragon Tax Group Ltd

8 Mount Pleasant

Prestwich

M25 2SD

Email: [email protected]

Concerns and Complaints

If you are not satisfied with how we handle your data, please contact us via the above email. If we are unable to resolve your concern, you may contact the Information Commissioner’s Office (ICO):

Website: www.ico.org.uk

Helpline: 0303 123 1113

Data Retention

Your personal data is retained only as long as necessary for the purposes it was collected, and in accordance with legal and regulatory obligations. We may use your information to inform you of updates, legal developments, or invite you to participate in surveys (if you’ve opted in).

Security

We maintain robust safeguards to protect your information from loss, misuse, or unauthorized access. Where we provide sensitive credentials (such as passwords), it is your responsibility to keep these secure and not share them.

Policy Updates

We may update this policy from time to time. Any changes will be posted on our website or communicated directly. Continued use of our services after such changes indicates acceptance.

Paragon Tax Group Ltd – Privacy Commitment