Privacy notice.

This notice applies to visitors to this website, to people who make an enquiry through it, and to our clients. It also applies to individuals connected with a client: directors, members, partners, beneficial owners, employees on a payroll we operate, and family members named in a tax return.

AP Tax Advisors Ltd is a data controller. We decide how and why your personal information is used, and we are responsible for it.

AP Tax Advisors Ltd
Registered in England and Wales, company number 13015477
4th Floor, Silverstream House, 45 Fitzroy Street, Fitzrovia, London W1T 6EB

We are registered with the Information Commissioner's Office under registration number ZB891723. We have not appointed a data protection officer; responsibility for data protection sits with the firm's principal.

Our Director is a member of the Chartered Institute of Taxation, and the firm is supervised for anti-money laundering purposes by the Chartered Institute of Taxation.

To make a request about your personal information, to object to how we use it, or to complain, write to us at our registered office above, marked for the attention of the Data Protection Lead. You may also reach us through the contact form on this website.

We will acknowledge your request or complaint within 30 days of receiving it.

Making an enquiry. If you submit the engagement request form, we collect your first name, last name, email address, the type of enquiry, the description of your requirements and, if you give it, how you heard about us.

That information is sent to us by email through our email delivery provider. It is not stored in a database on this website. We use it to respond to your enquiry and, if you become a client, it forms part of your client record. Our lawful basis is our legitimate interest in responding to enquiries about our services, and taking steps at your request before entering into a contract.

If you do not become a client, we keep your enquiry for twelve months and then delete it.

Technical information. We record the IP address of anyone submitting the enquiry form, to limit automated abuse of it. Our lawful basis is our legitimate interest in keeping the site secure. These records are short-lived and are not used to identify or profile visitors.

Cookies and analytics. We do not use advertising cookies. If you choose “Accept” on the cookie banner, we use Google Analytics to understand how the site is used, for example which pages are read and how visitors found us. Google Analytics then sets cookies whose names begin with _ga. We do not use it to identify you, and we have not enabled advertising features. Google acts as our processor and may handle the data in the United States under the UK Extension to the EU-US Data Privacy Framework. We keep analytics data for no longer than 14 months. Our lawful basis is your consent.

If you choose “Decline”, or make no choice, Google Analytics is not loaded and no analytics cookies are set. Your choice is remembered in your browser so we do not ask again. You can change it at any time using the “Cookie settings” link at the foot of every page. Apart from this, the site only uses storage that is strictly necessary for it to work.

Other websites. If you contact us through WhatsApp using the button on this site, that conversation is carried on WhatsApp's own service and is subject to their privacy terms as well as this notice. Links to other websites are outside our control and this notice does not apply to them.

Depending on the work we do, this may include your name, date of birth, address, email address, telephone number, national insurance number, unique taxpayer reference and copies of identity documents; your income, employment, self-employment, pension, investment, property and capital gains details, business records, bank statements, invoices and receipts, tax returns, computations and correspondence with HM Revenue & Customs; shareholdings, directorships, details of people with significant control, accounting records and payroll data; our engagement letters, the advice we have given, notes of meetings and calls, and our billing records; and the results of the identity and anti-money laundering checks we are required to carry out.

Special category and criminal offence information. Our work occasionally involves more sensitive information. Health information can arise where illness is relevant to a penalty appeal or a claim. Trade union subscriptions and sickness records can arise in payroll. Information about criminal offences or penalties can arise where HM Revenue & Customs has opened an enquiry or issued a penalty. We use this information only where it is necessary for the establishment, exercise or defence of legal claims, or where you have given us your explicit consent. We keep a written policy describing how we handle it, available on request.

Most of it comes from you, or from someone acting on your behalf such as a bookkeeper, a solicitor, an employer or a member of your family.

We also obtain information from HM Revenue & Customs; from Companies House and other public registers, which are publicly accessible sources; from electronic identity verification providers when we carry out the checks the money laundering regulations require; and from your previous accountant or tax advisor under professional clearance.

If you became our client through the transfer of a practice. On 4 September 2026 we acquired the business and client base of ICE Professional Services Limited, company number 05522091. If you were a client of that firm, we received your records from it as part of that transfer. Those records are of the kinds described in section 4 and cover up to the last three tax years or accounting periods. We rely on our legitimate interests, and yours, in the continuity of professional service. We have carried out and documented an assessment of that, which you may ask us for, and you have the right to object (see section 11).

Where we rely on legitimate interests we have considered whether those interests are outweighed by your rights, and recorded the outcome. You can ask us for that assessment. If you do not give us the information we ask for, we may be unable to act for you, and in some cases we are prohibited by law from doing so.

We often act for a group of connected clients: a company and its directors, a partnership and its partners, or members of the same family. Unless you tell us otherwise, we will assume we may use information provided by one of you in the work we do for the others where it is relevant, and that we may discuss that work with any of you.

If you would prefer us not to share particular information with another client we act for, tell us and we will respect that. It may mean we can no longer act for all of you.

• HM Revenue & Customs, Companies House and other government bodies, where the work requires it.
• The National Crime Agency, where the money laundering regulations require a report. We are prohibited by law from telling you when this happens.
• Software and technology providers who host or process information for us: our website host, email delivery provider, practice management, tax and accounts production, bookkeeping, document storage and identity verification providers, and providers of artificial intelligence tools. These providers act on our instructions under written terms and may not use your information for their own purposes.
• Subcontractors, consultants and outsourcing providers who carry out part of the work for us, under written terms requiring them to keep your information confidential and meet the same data protection standards we do. We remain responsible to you for the work, and we will tell you which providers are used for your work if you ask.
• The Chartered Institute of Taxation and our anti-money laundering supervisor, for monitoring and inspection.
• Our insurers, insurance brokers and legal advisors, where we need advice or need to notify a claim.
• Banks and payment providers, to collect our fees.
• Anyone else you ask us to share it with, such as your solicitor, your bank or a mortgage lender.

We do not sell your information and we do not share it for anyone else's marketing.

Some of the providers we use store or process information outside the United Kingdom. Where that happens we rely either on the destination country having been approved by the UK government as providing an adequate level of protection, or on an appropriate safeguard recognised under the UK General Data Protection Regulation, usually the International Data Transfer Agreement or the UK Addendum to the European Commission's standard contractual clauses. You can ask us which applies to a particular provider.

We may keep records electronically and destroy paper originals once they have been scanned. At the end of these periods we destroy records securely.

You have the right to ask for a copy of the personal information we hold about you; to have inaccurate information corrected; to ask us to delete information where we no longer need it and no legal obligation requires us to keep it; to ask us to restrict how we use it while a question about it is resolved; to object to our using it where we rely on legitimate interests, including the transfer described in section 5; to receive information you gave us in a portable electronic format, where we rely on your consent or on our contract with you; to withdraw consent at any time where we rely on consent; and to object to direct marketing at any time.

To exercise any of these, write to us at the address in section 1. We will respond within one month. There is no charge unless a request is clearly unfounded or excessive. We may ask you to confirm your identity first.

Some of these rights are qualified. We cannot delete records that the money laundering regulations, tax law or our professional obligations require us to keep, and we cannot tell you about, or give you access to, information relating to a report made to the National Crime Agency.

If you are unhappy with how we have handled your personal information, please tell us first so that we can put it right. Write to us at our registered office, marked for the attention of the Data Protection Lead, or use the contact form on this website.

We will acknowledge your complaint within 30 days of receiving it. We will make any enquiries we need to, keep you informed of progress, and give you our decision in plain language, normally within three months. If we cannot meet that timescale we will tell you why.

If you are not satisfied with our response, or would prefer to go straight to the regulator, you can complain to the Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF · 0303 123 1113 · ico.org.uk. You do not have to complain to us first.

We do not make decisions about you by solely automated means, and we do not carry out profiling. We use artificial intelligence tools to assist with research, drafting and analysis, but a person reviews the output before it is used or filed, and responsibility for the work remains ours. We do not enter information that identifies you into publicly available AI tools.

This notice was published on 6 September 2026 and last reviewed on 6 September 2026. We review it at least once a year. The version on this page is always the current one. If we make a change that materially affects you, we will tell you.