Privacy and Cookie Policy

This Content Was Last Updated on May 7, 2024 by Jessica Garbett


Whitefield Tax Limited
Privacy Statement – May 2018
Updated – May 2024

Whitefield Tax and YogaTax are the trading names of Whitefield Tax Limited
Information Commissioners Office Registration: Z3213692

Data and Information we hold:

Nature of data How we obtain it What we hold Why we hold it How long we hold it for
Enquires from non customers Enquiries inward by email or website Details on the enquiry, and information you send us To reply to the enquiry Currently indefinitely, can be deleted on request.  We have periodic purges
Mailing List (a) enquires from non clients (b) opt in on our website (c) purchase of opted in mailing lists (d) list development work from local media Name and email For sending newsletters Indefinitely, there is an opt out on all newsletters
Anti Money Laundering Information From clients, and third party searches Details provided by clients, copies of identification documents, third party searches. To comply with UK and Global Anti Money Laundering directives. Indefinitely.  On request we will delete data for former clients after expiry of limitation period.
Accounting and tax information from clients, including payroll, vat and tax returns, working papers and computations From information clients send us The information that is sent to us, along with our working papers For processing clients accounts and tax, and advisory work for clients


Indefinitely.  On request we will delete data for former clients after expiry of limitation period, and with a formal release and waiver of liability


Correspondence with clients, HMRC Emails and letters sent to us and generated by us The information that is sent
Correspondence with third parties regarding clients Emails and letters sent to us and generated by us.  We only send information to third parties if required by law or with specific consent The information that is sent
Payroll and personnel data for our staff


From applicants, existing staff and payroll processing Personnel details and pay details For processing payroll Indefinitely
Payment data From clients Amount and date.  Where we are given a credit card number we do not retain it For processing our accounts Indefinitely
Invoices and supplier information From suppliers Invoices, bank details where given and correspondence


  • Except where required by law, we do not share data with third parties or sell contact lists.
  • Third parties we may share information with by law include:
    • Law enforcement agencies
    • Agencies with law enforcement powers
    • Professional Regulators
  • Information held by Whitefield is accessed by staff/sub contractors working for Whitefield, and contractors working on Whitefield’s IT systems under contract. Suppliers are vetted.
  • For queries about Data Protection, please contact


Indefinite Retention

Our policy on indefinite data retention comes from experience that queries can arise many years, sometimes decades, after a transaction.  We therefore consider indefinite retention to be proportionate.  Such data is held in archive files rather than live sections of our filing, and is only accessed if required for specific purposes.


How We Use Cookies

A cookie is a small file placed on your computer’s hard drive, the cookie helps analyse web traffic or allows web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about webpage traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of our websites.

We are not in control of the delivery of cookies from service providers such as Google Analytics and YouTube. Any comments or questions that you may have should be raised with the originator of those cookies.

Your use of this site is taken as consent to the placing of cookies on your system. If you disagree, please take the following action (for technical support please contact your IT support technician.)

  • Close this website
  • Use your web browser’s tools to “delete your cache”
  • Quit your browser
  • You can then choose to disallow cookies from this website via browser settings

If you continue without changing your settings, we’ll assume that you are happy to receive all cookies from our website.


Links to Other Websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.