Tax Volunteers is a UK registered Charity in England (1102276) and Scotland (SC045819) and an independent company limited by guarantee.
Tax Help for Older People is a charity service from Tax Volunteers that provides free, independent and expert advice and help for older people on lower incomes (£20,000 gross per annum or less.)
What information do we collect about you?
At Tax Help for Older People (Tax Help) we are committed to protecting your personal information and privacy.
When you engage with us by phone, mail, in person or online, we receive personal information about you. This information helps us understand you and your interests and allows us to improve our communications with you and increase the effectiveness of our organisation. We will never sell any of your personal information to any organisation for any reason.
We do, however, need to collect and use your personal information for carefully considered and business critical purposes, which helps ensure that Tax Help operates efficiently and can raise funds effectively in order to help us achieve our goals.
It is important that you read this policy carefully to understand what information we hold, how we may use it, and what your rights are.
What is personal information?
What is sensitive personal information?
How will we use the information about you?
We collect information from you when you contact us with a tax query and when you complete our online contact form. We also collect information when you voluntarily complete surveys, make a donation and provide feedback. Website usage information is collected using cookies.
The personal information we collect might include your name, address, email address and relevant information regarding your tax query.
Tax Help may use your personal information to help us deliver our charitable mission to provide tax help to all who need it. We will always try to be as transparent and honest as possible regarding how we collect, use and store your personal information. Below we have summarised the different ways we may use your personal information, and our purposes for doing so.
Our lawful bases for processing your personal data are consent and legitimate interest, as collecting the data is necessary to fulfil our purpose as a tax advice charity and to assist you in dealing with your situation.
We collect information about you to record details of your tax issues and the advice given. This is useful for us to keep so that we can give you the best support and advice, particularly if you call back or need further advice; it may involve sharing some information with colleagues so advice can be reviewed or for a second opinion. On occasion clients give us sensitive information, for instance about their physical or mental health. Where this is relevant to our advice we include this on the record.
Information provided by you to your adviser will not be disclosed to anyone unconnected with Tax Help unless you have given your consent. There are three exceptions:
If we need to share your details with a third party in order to deal with your tax problem, we will ask for your consent before doing so and will record this consent.
On occasion it will be necessary for advisers to take your papers and documents away with them. The underlying principle here is that all papers received or generated in the course of Tax Help’s work remain the property of the client and/or Tax Help and will be returned to you when the adviser has finished working with them.
Based on your marketing preferences we may contact you to provide information relevant to the delivery of our mission, such as information about our services or about tax issues that might affect you.
We will also process your personal information on the basis of legitimate interest to:
When we use your personal information, we will always consider if it is fair and balanced to do so and if it is within your reasonable expectations. We will balance your rights and our legitimate interests to ensure that we use your personal information in ways that are not unduly intrusive or unfair.
We will only ask for the information we need. We always let you decide what you are comfortable telling us, explain why we need it and treat it as confidential.
We only access your information for other reasons if we really need to. For example:
Like all major charities, Tax Help undertakes a variety of fundraising and marketing activities which are aimed at raising income and/or awareness of the charity and its mission. Some of the channels we may use to market or fundraise are: face-to-face activity, post, advertising (print, broadcast, phone, SMS and digital) and promotional materials. We may communicate with you using these methods to promote Tax Help appeals, campaigns, trading, sponsorship, events, or volunteering opportunities and to ask if you are able to provide Gift Aid on any of your donations. We may also analyse the information we collect from you with the purpose of creating the best relationship with you and so that we can contact you in the most appropriate way and with the most relevant information.
We will process your personal information on the basis of legitimate interest, but Tax Help will only send you marketing and fundraising emails and text messages when we have your consent.
If you volunteer for Tax Help, we may use some of your personal information to manage your volunteering activity, deliver training, update you on our campaigns and ensure your safety when volunteering for us. This could include sending you newsletters or information about our current fundraising activities or campaigns, so you can inform the public about us and our work. The legal basis for this processing is legitimate interest.
Tax Help does not undertake routine automated wealth screening or financial profiling of our supporter database. We would only ever undertake this kind of activity with your consent.
However, there are times when key stakeholders who are in a position to give a very large gift would want Tax Help to research and present information on potential projects they are interested in. Where it is appropriate, we will ask for their consent to carry out more detailed research.
For prospective key stakeholders we may carry out research to determine if they may be interested in hearing about the services that we provide. The legal basis for this processing is legitimate interest.
Tax Help processes the personal information of all our staff for recruitment, staff administration, remuneration, pensions, and performance management purposes. The legal basis for this processing is legitimate interest.
When it may not be practical to get consent from an individual, Tax Help may still process personal information under legitimate interest. This is because the law allows personal information to be legally collected and used if it is in line with the legitimate business interest of the organisation. However, the processing of personal information still has to be carried out in a fair and balanced way that does not overly impact the rights of the individual concerned.
What are Tax Help’s legitimate interests?
Publicity and income generation
Financial management and control
To enable us to process direct donations (such as by standing order or direct debit) we may need to collect basic payment information from you. If you are eligible for UK Gift Aid, we may also ask you to confirm your UK home address.
When you are using our secure online donation pages such as Charities Aid Foundation, your donation is processed by a third party payment processor, who specialises in the secure online capture and processing of credit/debit card transactions. If you have any questions regarding secure transactions, please contact us.
Access to your information and correction
We keep client records for a minimum of seven years. You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email GDPR@taxvol.org.uk or write to us at the address below. There will be no charge for this service.
We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is accurate.
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity.
You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
How to contact us
Tax Help for Older People (GDPR)
Unit 10A, Pineapple Business Park