Privacy Policy

Last updated 29 October 2026

Who we are

This website is operated by ASWATAX LTD (company number 12923632), trading as Employee Ownership Tax, of 124 City Road, London, England, EC1V 2NX. We are the controller of the personal data described in this policy. ASWATAX LTD is registered with the Information Commissioner's Office (ICO) under registration number ZC271468.

You can contact us about this policy or your data at taxadvisory@aswatax.co.uk.

What we collect

• Guide downloads and newsletter sign-ups: your name (for guides), email address, which form you used and when you gave consent.
• Enquiries: the answers you give in our enquiry form (such as your role, the type, size and timing of the deal, your company and sector, your name, email and phone number, and how you heard about us), and anything you tell us by email.
• Exit readiness quiz: only if you ask us to email you your score and action plan, your quiz answers and score, your name, email address, company, the approximate value of the business and when you expect to sell. Otherwise your answers stay in your browser.
• Referrals: if an accountant or other adviser refers you to us, the details they give us about you, which they confirm you have agreed to share.
• 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: a first-party cookie that remembers which version of our home page you saw. See our cookie policy.

How we use it, and our lawful basis

• To send you the guide you asked for and occasional emails: consent, which you can withdraw at any time by unsubscribing.
• To respond to enquiries 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 understand how the website is used and measure our advertising: legitimate interests (understanding and improving our website and measuring our advertising).

Who we share it with

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.

• 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, Employee Ownership Tax, 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, 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.
• 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. 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 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.