Sterling Ledger Advisory | Expert Tax & Financial Consulting in London

Privacy Policy for Sterling Ledger Advisory

Sterling Ledger Advisory, located at 2847 Bishopsgate, Floor 14, London, Greater London, EC2M 7AB, UK, is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, and share information gathered through our online platform and in the course of providing our financial and tax consulting services, including Corporate Tax Planning, Personal Tax Returns, VAT Compliance, Inheritance Tax Advice, Capital Gains Tax Optimisation, R&D Tax Credits, Accounting Services, and Financial Forecasting.

1. Information We Collect

We collect various types of information from and about users of our site and services, including:

Personal Data: Information by which you may be personally identified, such as name, postal address, email address, telephone number, financial information (e.g., income, assets, liabilities, tax identification numbers), and any other information that identifies or relates to you, which you provide directly to us when engaging our services, making inquiries, or otherwise interacting with our online platform.
Automatically Collected Information: Details of your visits to our site, including traffic data, location data, logs, and other communication data and the resources that you access and use on the platform. We may also collect information about your computer and internet connection, including your IP address, operating system, and browser type. This information helps us improve our online platform and deliver a better and more personalized service.

2. How We Use Your Information

We use information that we collect about you or that you provide to us, including any personal data:

To provide our financial and tax consulting services and fulfill our contractual obligations to you. This includes services such as Corporate Tax Planning, Personal Tax Returns, VAT Compliance, Inheritance Tax Advice, Capital Gains Tax Optimisation, R&D Tax Credits, Accounting Services, and Financial Forecasting.
To improve our online platform and services by understanding how our visitors use them.
To communicate with you about our services, updates, or any inquiries you may have.
For internal record-keeping and administrative purposes.
To comply with legal and regulatory obligations as a financial services provider in the UK.

3. Disclosure of Your Information

We may disclose aggregated information about our users, and information that does not identify any individual, without restriction. We may disclose personal data that we collect or you provide:

To our subsidiaries and affiliates for business purposes consistent with this Privacy Policy.
To contractors, service providers, and other third parties we use to support our business (e.g., IT service providers, legal advisors) who are bound by contractual obligations to keep personal data confidential and use it only for the purposes for which we disclose it to them.
To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Sterling Ledger Advisory's assets.
To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
To enforce or apply our terms of service and other agreements.
If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Sterling Ledger Advisory, our clients, or others.

4. Data Security

We have implemented measures designed to secure your personal data from accidental loss and from unauthorized access, use, alteration, and disclosure. All information you provide to us is stored on secure servers behind firewalls. The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our online platform, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

5. Your Rights Under GDPR

Residents of the European Economic Area (EEA) have certain data protection rights. We aim to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data. If you wish to be informed what Personal Data we hold about you and if you want it to be removed from our systems, please contact us. In certain circumstances, you have the following data protection rights:

The right to access: You have the right to request copies of your personal data.
The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
The right to erasure: You have the right to request that we erase your personal data, under certain conditions.
The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.
The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

6. Changes to Our Privacy Policy

It is our policy to post any changes we make to our Privacy Policy on this page. If we make material changes to how we treat our users' personal data, we will notify you through a notice on the online platform homepage. The date the Privacy Policy was last revised is identified at the bottom of the page. You are responsible for ensuring we have an up-to-date active and deliverable email address for you, and for periodically visiting this Privacy Policy to check for any changes.

7. Contact Information

To ask questions or comment about this Privacy Policy and our privacy practices, contact us at:

Sterling Ledger Advisory

2847 Bishopsgate, Floor 14

London, Greater London, EC2M 7AB

United Kingdom

Last Updated: 2024-07-29