Privacy Policy
Effective Date: 7 August 2026
Website: https://sarahlwilliams.com/
1. Introduction
Welcome to Sarah Lawrence-Williams & Associates Tax Services (“we,” “us,” or “our”). We respect your privacy and we are committed to protecting your personal data. This Privacy Policy informs you about how we collect, use, store, and safeguard your personal information when you visit our website at https://sarahlwilliams.com/ (the “Site”) or engage with our tax consultancy services.
This policy complies with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and the Privacy and Electronic Communications Regulations (PECR).
2. Who We Are (Data Controller)
For the purpose of UK data protection laws, the Data Controller responsible for your personal data is:
Sarah Lawrence-Williams & Associates Tax Services
Tax Services & Advisory
Website: https://sarahlwilliams.com/
Email: contact@sarahlwilliams.com
Telephone: 07770 220573 / 07540 712 328
Postal Address: 14 Overdale Rd, London, W5 4TT
3. Information We Collect
We may collect, use, store, and transfer different kinds of personal data depending on your interaction with the Site and our services:
Identity Data: Includes your full name, title, company/organisation name, and job role.
Contact Data: Includes email address, telephone numbers, and billing or postal addresses.
Tax & Advisory Data: Information you choose to provide regarding your tax enquiries (e.g., IR35 queries, employment status details, PAYE, or contractor loan contexts).
Technical Data: Includes internet protocol (IP) address, browser type and version, time zone setting, browser plug-in types, operating system, and device details.
Usage Data: Information about how you use our website, pages viewed, and page interaction.
Marketing & Communications Data: Your preferences in receiving updates or news from us.
We do not intentionally collect sensitive “Special Category Data” (such as health, political, or philosophical data) via the website, nor do we collect information regarding criminal convictions.
4. How We Collect Your Personal Data
We collect data from you through:
Direct Interactions: When you fill out contact forms on the Site, request tax advice, email us directly, or subscribe to updates.
Automated Technologies: As you navigate our Site, technical data may be automatically collected using cookies, server logs, and similar technologies.
5. How We Use Your Personal Data & Legal Basis
Under UK GDPR, we must have a legal basis to process your personal data. We use your data under the following grounds:
| Purpose / Activity | Type of Data | Legal Basis for Processing |
|---|---|---|
| To respond to your initial enquiry or contact submission | Identity, Contact, Advisory Data | Legitimate Interests (to reply to enquiries) or Pre-contractual Steps |
| To deliver formal employment or personal tax services | Identity, Contact, Advisory Data | Performance of a Contract with you |
| To comply with UK tax, legal, or accounting obligations (e.g., HMRC record-keeping) | Identity, Contact, Transaction Data | Legal Obligation |
| To administer and protect our business and website (troubleshooting, security, analytics) | Technical Data | Legitimate Interests (business operation and site security) |
| To send occasional newsletter updates or tax insights | Contact Data | Consent or Legitimate Interests (soft opt-in for existing clients) |
6. Disclosures of Your Personal Data
We do not sell, rent, or trade your personal data to third parties for marketing purposes. We may share your personal data with trusted third parties solely to operate our business:
Service Providers: IT support, website hosting, cloud storage, and email delivery providers.
Professional Advisers: IT, legal, auditing, or banking services where necessary.
Regulatory Authorities: HMRC, legal entities, or regulatory bodies where mandated by UK law or statutory requirement.
All third-party service providers are contractually required to keep your data confidential and secure under UK data protection standards.
7. International Data Transfers
Where possible, your data is processed within the UK or European Economic Area (EEA). If any service providers process personal data outside the UK/EEA, we ensure adequate protection safeguards are in place, such as standard contractual clauses (UK IDTA / Addendum) approved by the UK Information Commissioner’s Office (ICO).
8. Data Security & Retention
Security: We employ appropriate technical and organisational measures to protect personal data against unauthorized access, alteration, loss, or disclosure.
Retention: We retain personal data only as long as necessary to fulfill the purposes for which it was collected, including legal, statutory, or tax retention requirements. Standard tax and accounting records in the UK are retained for 6 years following the end of the relevant tax year.
9. Your Legal Rights
Under UK data protection laws, you have rights regarding your personal information:
Right of Access: Request a copy of the personal data we hold about you.
Right to Rectification: Request correction of inaccurate or incomplete data.
Right to Erasure (“Right to be Forgotten”): Request deletion of your personal data where there is no good reason for us continuing to process it.
Right to Object: Object to processing based on legitimate interests or direct marketing.
Right to Restrict Processing: Request suspension of personal data processing in certain circumstances.
Right to Data Portability: Request transfer of your data to you or a third party.
Right to Withdraw Consent: Withdraw consent at any time where processing relies on consent.
To exercise any of these rights, please email us at [Insert Contact Email]. We aim to respond within one month.
10. Cookies
Our website uses standard cookies to enable site functionality and analyse website traffic. You can adjust your browser settings to refuse some or all cookies. Disabling operational cookies may affect the usability of certain parts of the website.
11. Third-Party Links
Our website may include links to third-party websites (e.g., HMRC, GOV.UK, or professional directories). Clicking those links may allow third parties to collect or share data about you. We do not control third-party websites and are not responsible for their privacy statements.
12. How to Complain
You have the right to lodge a complaint with the UK data protection supervisory authority:
Information Commissioner’s Office (ICO)
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Website: https://ico.org.uk
We would appreciate the opportunity to resolve any concerns before you contact the ICO, so please reach out to us first.
13. Updates to This Privacy Policy
We keep this Privacy Policy under regular review. Any changes will be posted on this page with an updated “Effective Date.”