Privacy Policy

Introduction

RD Partners ("we", "us", "our") is committed to protecting and respecting your privacy. This policy outlines our practices concerning the collection, use, and sharing of your personal data. It applies to information we collect through our website (rd.partners), during the provision of our services, and in our communications with you. For the purpose of the General Data Protection Regulation (GDPR), the data controller is RD Partners Ltd, registered in England and Wales.

Information We Collect

We may collect and process the following data about you:

• Personal Identification Information: Name, email address, phone number, job title, and company details.
• Business and Financial Information: Details about your company's projects, finances, and structure, as required to assess eligibility and prepare R&D tax credit claims.
• Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.
• Communication Records: Records of our correspondence with you, including emails, phone call notes, and meeting minutes.

How We Use Your Information

We use the information we collect for the following purposes:

• To provide our R&D tax consultancy and other advisory services.
• To assess your eligibility for various tax reliefs.
• To prepare and submit claims to His Majesty's Revenue and Customs (HMRC) on your behalf.
• To communicate with you regarding your claims and our services.
• To improve our website and services.
• To comply with our legal and regulatory obligations.

Legal Basis for Processing (GDPR)

Our legal basis for collecting and using the personal information described above will depend on the personal information concerned and the specific context in which we collect it.

• Contractual Necessity: To perform our contract with you for the provision of our services.
• Legitimate Interests: For our legitimate interests, such as improving our services, provided these are not overridden by your data protection interests.
• Legal Obligations: To comply with legal requirements, such as anti-money laundering regulations and tax laws.
• Consent: Where required by law, we will obtain your consent to process your personal data (e.g., for marketing communications).

Data Sharing

We do not sell your personal data. We may share your information with:

• HMRC: As necessary for the submission and management of your tax relief claims.
• Professional Advisors: Our accountants, lawyers, and insurers, where necessary in the course of the professional services they provide to us.
• Third-Party Service Providers: Companies that provide services to us, such as IT and cloud storage providers. These providers are bound by data processing agreements to protect your data.
• Regulatory Bodies: Where we are under a legal duty to disclose or share your personal data to comply with any legal obligation.

Data Security

We have implemented appropriate technical and organisational security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorised way. These measures include encryption, access controls, and regular staff training on data protection.

Data Retention

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. By law, we have to keep basic information about our clients (including Contact, Identity, Financial and Transaction Data) for six years after they cease being clients for tax purposes.

Your Data Protection Rights

Under GDPR, you have the following rights:

• The right to access, update or delete the information we have on you.
• The right of rectification.
• The right to object to processing.
• The right of restriction.
• The right to data portability.
• The right to withdraw consent.
• The right to complain to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk).

Cookies

Our website uses cookies to distinguish you from other users. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site. For detailed information on the cookies we use and the purposes for which we use them, see our Cookies Policy.

International Transfers

Some of our external third-party service providers are based outside the UK, so their processing of your personal data will involve a transfer of data outside the UK. Whenever we transfer your personal data out of the UK, we ensure a similar degree of protection is afforded to it by ensuring appropriate safeguards are in place.

Changes to This Privacy Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new privacy policy on this page. You are advised to review this privacy policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy or our data protection practices, please contact our Data Protection Officer:

Email: privacy@rd.partners
Address: RD Partners Ltd, [Your UK Address], London, [Your Postcode]

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