Privacy policy

Last updated 13 October 2026

Who we are

This website is operated by ASWATAX LTD (company number 12923632), trading as R&D Tax Partners, of 124 City Road, London EC1V 2NX. We are the controller of the personal data described in this policy.

You can contact us about this policy or your data at taxadvisory@aswatax.co.uk (opens in a new tab).

What we collect

Enquiries: the answers you give in our "Book a call" form (such as your role, what you need help with, your approximate R&D spend, whether HMRC is checking a claim, who prepared it, your company and sector, your name, email and phone number, and how you heard about us), and anything you tell us by email, phone or WhatsApp.
Referrals from accountants: the accountant's details, and the client details the accountant confirms the client has agreed to share.
Newsletter and briefing sign-ups: your name (where asked), email address, which form you used and when you gave consent.
Booking a call: the details you give our booking provider, Calendly.
Client information: if you become a client, the information we need to advise you and to carry out anti-money-laundering checks, such as identity documents and financial and tax information.
Website usage: if you accept analytics or advertising cookies, information about how you use the site. See our cookie policy.

Our calculators and checkers run in your browser. The figures and dates you enter are not sent to us or stored.

How we use it, and our lawful basis

To respond to enquiries and referrals and arrange calls: our legitimate interests in responding to people who contact us, or steps taken at your request before entering into a contract.
To carry out work for you once you engage us under a written engagement letter: contract.
To carry out anti-money-laundering checks and keep tax and business records: legal obligation.
To send you occasional emails you asked for: consent, which you can withdraw at any time by unsubscribing.
To understand how the website is used and measure our advertising: consent, given through the cookie banner.

We use these service providers (processors), who act on our instructions:

HubSpot (CRM and forms, EU data centre): stores enquiries, referrals and sign-ups, and sends our emails.
Microsoft 365: our business email.
Calendly (United States): call booking.
Google Analytics 4 and Google Ads: website statistics and advert measurement, only if you accept those cookies.
Vercel Inc. (United States): website hosting.
Google Search Console and Bing Webmaster Tools: show us how the website appears in search results. They give us aggregated search data only, not personal data about you.

Where necessary, we also share information with our professional advisers and insurers, with other professionals you ask us to work with (such as your accountant or solicitor), and with HMRC or other authorities where the law requires it or you instruct us to deal with them. We do not sell personal data.

ASWATAX LTD trades as ASWATAX, Holding Company by ASWATAX, Property Tax Advisory by ASWATAX, Demerger Tax, Transaction Tax Partners, Family Investment Company (familyinvestmentcompany.uk) and R&D Tax Partners. An enquiry made on any of those websites is held by the same company.

International transfers

Some of our providers, such as Vercel, Calendly and Google, are based in the United States or may process data there. Where personal data is transferred outside the UK, we rely on the UK Extension to the EU–US Data Privacy Framework where the provider is certified under it. Otherwise, we rely on the ICO's International Data Transfer Agreement or International Data Transfer Addendum (UK IDTA). You can ask us for more information about these safeguards.

How long we keep it

Enquiries that don't lead to an engagement: up to 2 years from our last contact with you.
Client files and engagement records: 6 years after the engagement ends, to cover tax and legal limitation periods.
Anti-money-laundering records: 5 years after the business relationship ends, as required by the Money Laundering Regulations 2017.
Analytics data: Google Analytics event data is kept for 14 months.
Newsletter and guide sign-ups: until you unsubscribe. We may keep a record that you unsubscribed so that we don't email you again.

Your rights

You have the right to:

access the personal data we hold about you
have it corrected (rectification)
have it deleted (erasure)
restrict how we use it
object to how we use it
receive it in a portable format (portability)
withdraw your consent at any time, where we rely on consent.

To exercise any of these rights, email taxadvisory@aswatax.co.uk (opens in a new tab). We will respond within one month.

Complaints

If you're unhappy with how we've handled your data, please tell us first so we can put it right. You also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk (opens in a new tab) or on 0303 123 1113.

Changes to this policy

We may update this policy from time to time. The date this page was last reviewed is shown on the page.