All rights, including copyright and database rights, in the Fiscale website (www.fiscale.com) and its contents, are owned by or licensed to Fiscale, or otherwise used by Fiscale as permitted by applicable law.
Throughout this site, Fiscale is used to mean Fiscale (Holdings) Limited and all of its wholly owned subsidiaries, including, but not exclusively, Fiscale Limited, Fiscale (North West) Limited.
©Copyright 2020 Fiscale Ltd. All rights reserved.
Using our website
We endeavour to ensure the content of this website is accurate and reliable. We may change and update the site from time to time.
Use of this website is offered free of charge without any representation or endorsement made. The website is offered without warranty of any kind .
The tax advice provided on this site is for guidance only for UK residents and companies incorporated in the UK. The content of the site may not be appropriate for other countries.
It is based on Fiscale’s current understanding of both tax law and HMRC practice. As these both change on a frequent basis, you should consult either Fiscale or another qualified professional before acting on any of the information supplied on this website.
Fiscale accepts no responsibility for any loss, financial or otherwise, resulting from the content of this website. In no event will Fiscale be liable for any damages including, without limitation, indirect or consequential damages, or any damages whatsoever arising from use or loss of use, data, or profits, whether in action of contract, negligence or other tortious action, arising out of or in connection with the use of the site.
Fiscale is not responsible or liable for the content of any external websites linked to from this site.
This site is operated by Fiscale, whose Registered Office is Smithfield House, 25 Rookwood Way, Haverhill, CB9 8PB; Company Number 08838304. Our Chartered Tax Advisors are Regulated by the Chartered Institute of Taxation and Fiscale voluntarily adheres to the CIOT Code of Practice in respect of Anti-Money Laundering and all operating standards.
Along with our business and internal computer systems, this website is designed to comply with the following national and international legislation with regards to data protection and user privacy:
This site’s compliance with the above legislation, all of which are stringent in nature, means that this site is likely compliant with the data protection and user privacy legislation set out by many other countries and territories as well. If you are unsure about whether this site is compliant with your own country of residences’ specific data protection and user privacy legislation you should contact our data protection officer (details of whom can be found in section 11.0) for clarification.
The Fiscale website collects and uses personal information for the following reasons:
Like most websites, the Fiscale website use Google Analytics (GA) to track user interaction. We use this data to determine the number of people using our websites, to better understand how they find and use our web pages and to see how they journey through the websites’ pages.
Although GA records data such as your geographical location, device type, internet browser and operating system, none of this information personally identifies you to us. GA also records your computer’s IP address which could be used to personally identify you but Google do not grant us access to this information. We consider Google to be a third party data processor (see section 6.0 below).
Should you choose to contact us using email links like this one, none of the data that you include will be stored by this website or passed to / be processed by any of the third party data processors defined in section 6.0. Instead, it will be sent to us using mail servers provided either by your own email provider (Gmail, Hotmail etc.) or by your internet service provider (BT, TalkTalk, Sky etc.).
Should you choose to contact us using a contact form such as our We’ll call you / Request a callback form, the personal data you include will not be sent to us via email. Instead it will be submitted to a secure database and the most relevant individual or department within our organisation notified of the submission via email. Once our staff team have logged into the secure database and responded to your enquiry, the form submission details will be deleted from the database but they may be retained within our email systems for auditing purposes or so that that we can continue the dialogue that has been opened by you.
Personal data submitted to our website is stored on encrypted solid state drives on UK-based servers operated by a UK-based website hosting provider (see section 5.0 for details).
As outlined in section 3.3, all personal data that is stored by this website is deleted once it has been used for the purposes for which it was collected for example once a Request a callback form submission has been responded to.
The Fiscale website and database are all hosted within a Tier III data centre located in North London within the United Kingdom.
Some of the data centre’s more notable security features are as follows:
All traffic (transferral of files) between the Fiscale website and your browser is encrypted and delivered over HTTPS.
All email from the Fiscale website (such as Request a callback form submission notification emails) is sent from the email@example.com email address via SMTP mail servers provided by Sendgrid. Sendgrid aim to make the sending of email as secure as it can be and we follow all of their best practice recommendations to secure the emails that we send from our website through their systems.
We consider Sendgrid to be a third-party data processor.
The UK-based design and digital marketing agency responsible for building and maintaining the Fiscale website.
The UK-based web hosting company used to host the Fiscale website.
We will report any unlawful data breach of our website’s database or the database(s) of any of our third party data processors to any and all relevant persons and authorities within 72 hours of the breach if it is apparent that personal data stored in an identifiable manner has been stolen.
This document refers to personal data, which is defined as information concerning any living person (a natural person who hereafter will be called the Data Subject)
This notice explains what personal data we hold about you, how we collect it, and how we use and may share information about you. We are required to notify you of this information under data protection legislation. Please ensure that you read this notice (sometimes referred to as a ‘privacy notice’) and any other similar notice we may provide to you from time to time when we collect or process personal information about you.
The General Data Protection Regulation (GDPR) seeks to protect and enhance the rights of data subjects. These rights cover the safeguarding of personal data, protection against the unlawful processing of personal data and the unrestricted movement of personal data within the EU.
Fiscale is used to mean Fiscale (Holdings) Limited and all of its wholly owned subsidiaries, including, but not exclusively, Fiscale Limited and Fiscale (North West) Limited.
When entering into a commercial relationship, Fiscale collects data from you and from other sources, to process in different ways depending on the nature of our commercial relationship. Depending on our relationship, personal data may include but not limited to, contact information, Identification documents, bank account, National Insurance and PAYE reference numbers Fiscale may also collect statistics about the behavior of visitors to its website.
Fiscale will only collect the information needed so that it can provide you with professional services and will never sell or broker your data.
If you have engaged with Fiscale as a client,
Franchisee or Professional Referrer, we will continue to hold personal data
about you on a contractual basis.
If you are a potential client (lead), business contact, a strategic partner or supplier we may hold personal data about you based on a Legitimate Interest assessment. We believe that we hold this information, and communicate with you, on the basis that it is essential for you to be informed about Government Legislation that could lead to valuable claims being made for Research & Development Tax Credits, Patent Box and any other professional services.
Fiscale may share your personal data with other related companies and in some cases the person or organisation who referred you. Fiscale may on occasions pass your Personal Information to third parties such as HMRC to process your claim. Fiscale do not broker or pass on information gained from your engagement without your consent. However, Fiscale may disclose your Personal Information to meet legal obligations, regulations or valid governmental request.
Fiscale will process personal data and will continue to store such personal data in accordance with our policy, which is set out below.
The personal data may, but not exclusively, include the following, not all of which will be held in every case.
|Our Relationship with you||Personal Data we may, but not necessarily, hold||Legal Basis for collecting information||Retention Policy|
|Business Contacts, Leads||Contact details|
Telephone and meeting notes
|Legitimate Interest||18 months after most recent contact recorded in the CRM Hub|
Bank Account Details
National Insurance Number, PAYE Number, Salary, Overtime and Bonus details
Details of staff and Directors, including above items
Photographic or Video website content
|Contractual||6 years after most recent claim is processed|
|Professional Referrers||Contact Information|
Bank Account Details
|Contractual||18 months if arrangement not concluded or 18 months after the final claim for the final referral is processed|
|Strategic Partner||Contact information||Legitimate Interest||18 months if arrangement not concluded or 18 months after the final claim for the final referral is processed|
Bank Account Details
National Insurance Number
AMLL Training Details
Website content, including photographs or video
|Contractual||18 months if arrangement not concluded or 18 months after the final claim for the final referral is processed|
Data is held in the United Kingdom using multiple secure servers. Fiscale does not store personal data outside the EEA.
Fiscale does not use automated data processing
At any point whilst Fiscale is in possession of or processing your personal data, all data subjects have the following rights:
Please note that exercising some rights may have contractual consequences
We have appropriate security measures in place to prevent personal information from being accidentally lost, used or accessed in an unauthorised way. We limit access to your personal information to those who have a genuine business need. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.
Please contact our Data Protection Officer (DPO) at email firstname.lastname@example.org if you would like to correct or request access to information that we hold relating to you or if you have any questions about this notice. You also have the right to ask our Data Protection Officer for some but not all of the information we hold and process to be erased (the ‘right to be forgotten’) in certain circumstances. Our Data Protection Officer will provide you with further information about the right to be forgotten, if you ask for it.
In the event that you wish to make a complaint about how your personal data is being processed by Fiscale, you have the right to complain.
Contact the Fiscale Data Protection Officer at email DPO@fiscale.com
If you do not get a response within 30 days you can complain to the Information Commissioner Office.
Fiscale: Fiscale (Holdings) Limited including all wholly owned subsidiaries but not exclusively restricted to Fiscale Limited and Fiscale (North West) Limited.
Workers: includes, employees, apprentices, work experience, interns, agency workers and casual employees
Third Parties: includes but is not exclusively restricted to Franchisees, Business Contacts, Clients, Professional Referrers, Strategic Partners, Client Referrers and Suppliers
Data: For the purpose of this documentData means personal data or information which relates to a living person who can be from that data (a ‘data subject’) on its own, or when taken together with other information which is likely to come into our possession. It includes any expression of opinion about the person and an indication of the intentions of us or others, in respect of that person. It does not include anonymised data. It may include but is not exclusively restricted to contact details and date of birth, bank details and information in relation to tax status including national insurance number, identification documents including passport and driving licence and other information, an agreement with us, images (whether captured on CCTV, by photograph or video);
GDPR: The General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679) is a regulation by which the European Parliament, the Council of the European Union and the European Commission intend to strengthen and unify data protection for all individuals within the European Union (EU). It also addresses the export of personal data outside the EU.
Data Controller: the entity that determines the purposes, conditions and means of the processing of personal data
Data Protection Officer (DPO): an officer of Fiscale who is responsible for ensuring that Fiscale is adhering to the policies and procedures set forth in the GDPR
Data Subject: a natural person whose personal data is processed by a controller or processor
Processing: any operation performed on personal data, whether or not by automated means, including collection, use, recording, etc.
SAR: Data subjects can make a ‘subject access request’ to find out the information we hold about them.
Subject Access Right: also known as the Right to Access, it entitles the data subject to have access to and information about the personal data that a controller has concerning them.
2018 Act: the Data Protection Act 2018.
Fiscale takes the security and privacy of data seriously. We need to gather and use information or ‘data’ as part of our business and to manage our relationships. We intend to comply with our legal obligations under the 2018 Act and GDPR in respect of data privacy and security. We have a duty to notify a data subject of the information contained in this policy.
Fiscale has measures in place to protect the security of data in accordance with our Data Security Policy.
Fiscale will hold data in accordance with our Data Retention Policy.
Fiscale will only hold data for as long as necessary for the purposes for which we collected it.
Fiscale is a ‘data controller’ for the purposes of data held by Fiscale.
This policy explains how Fiscale will hold and process Data and explains the rights of data subjects. It is intended that this policy is fully compliant with the 2018 Act and the GDPR. If any conflict arises between those laws and this policy, Fiscale intends to comply with the 2018 Act and the GDPR.
Data must be processed in accordance with six ‘Data Protection Principles.’ It must:
are accountable for these principles and must be able to show that we are
This policy applies to all Data whether it is stored electronically, on paper or on other materials.
Data might be provided to us by data subjects, or someone else (such as a Business Contact).
‘Processing’ means any operation which is performed on data such as:
This includes processing Data which forms part of an electronic filing system and any automated processing.
We will use your Data for:
However, we can only do this if your interests and rights do not override ours. You have the right to challenge our legitimate interests and request that we stop this processing. See details of your data subject rights below.
We can process Data for these purposes without the knowledge or consent of the data subject.
We will not use Data for an unlawful purpose.
If you choose not to provide us with certain Data you should be aware that we may not be able to carry out certain parts of the contract between us. For example, if you do not provide us with your bank account details we may not be able to pay you or in the case of a client, to pass on refunds from HMRC paid to the Fiscale Client Account as a consequence of our making a R&D Tax Credit claim on your behalf.
Examples, but not necessarily an exhaustive list, of when we might process your Data
We have to process your Data in various situations.
This may be carried out by Fiscale for all and any new projects and/or new uses of data.
Whatever the nature of your relationship with Fiscale we may share your Data with workers, group companies, Franchisees ,our sub-contractors or relevant third parties to carry out our contractual obligations, or for our legitimate interests.
We require those recipients to keep your Data confidential and secure and to protect it in accordance with the law and our policies. They are only permitted to process your data for the lawful purpose for which it has been shared and in accordance with our instructions.
Data is never transferred outside the European Economic Area, except in compliance with the law and under authorisation of the Data Protection Officer and consent of the data processor.
Printed data is shredded and disposed of securely when finished with, in compliance with our Data Security Policy Our workers will ask for help from our Data Protection Officer if they are unsure about data protection or if they notice any areas of data protection or security we can improve upon.
We will only keep data for as long as is required to fulfil our legal obligations. We will not keep data longer than necessary and will keep this under review.
Fiscale has robust measures in place to minimise and prevent data breaches from taking place. Should a breach of Data occur (whether in respect of you or someone else) then we will take notes and keep evidence of that breach. If the breach is likely to result in a risk to the rights and freedoms of individuals, then we will also notify the Information Commissioner’s Office within 72 hours. If relevant, Data Subjects will be advised of any high-risk breach.
If you are aware of a data breach you should contact our Data Protection Officer immediately and keep any evidence you have in relation to the breach.
Data Subjects can make a ‘Subject Access Request’ (‘SAR’) to obtain a copy of the information we hold about them. This request must be made in writing.
If you would like to make a SAR in relation to your own Data, you should make this in writing to our Data Protection Officer. We will respond within one month unless the request is complex or numerous, in which case the period in which we will respond could be extended by a further two months.
There is no fee for making a SAR. However, if a request is manifestly unfounded or excessive we may charge a reasonable administrative fee or refuse to respond to the request.
You have the right to information about the Data we hold and process and on what basis it is held.
A Data Subject has the right to access any Data by way of a Subject Access Request (see above).
Inaccuracies in data can be corrected by contacting the Data Protection Officer.
A Data Subjects has the right to request that we erase Data where we were not entitled under the law to process it or it is no longer necessary to process it for the purpose it was collected by contacting the Data Protection Officer.
Data Subject has the right to object to data processing where we are relying on
a legitimate interest, direct marketing to do so and the data subject believes
that his/her rights and interests outweigh our own and you wish us to
Where professionally required and legally possible, Fiscale will port your data to another Data Controller without fees.
In most situations we will not rely on your consent as a lawful ground to process your data. If we do however request your consent to the processing of your Data for a specific purpose, you have the right not to consent, or to withdraw your consent later, subject to contract.
You have the right to complain to the Information Commissioner. You can do this by contacting the Information Commissioner’s Office directly. Full contact details including a helpline number can be found on the Information Commissioner’s Office website (www.ico.org.uk). This website has further information on your rights and our obligations.
Fiscale’s Data Protection Officeris responsible for reviewing this policy and updating the Board of Directors on Fiscale’s data protection responsibilities and any risks in relation to the processing of data. You should direct any questions in relation to this policy to
Fiscale’s Data Protection at DPO@fiscale.com
The data controller for the Fiscale websites is: Fiscale Limited, a UK Private limited Company with company number: 08838304
Whose registered office is:
25 Rookwood Way,
For more information about our data protection policies or to report a concern regarding our use of personal data, please contact: