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Privacy Policy

Effective date: 1 January 2025  ·  Last updated: 26 February 2026

This Privacy Policy explains how VaultTax Advisory Ltd. collects, uses, and protects personal data in connection with its website and services. Please read it carefully before submitting an enquiry.

1. Who We Are

VaultTax Advisory Ltd. ("VaultTax", "we", "us", "our") is a company registered in England and Wales under Company Number 14782350. Our registered office is at 1 Canada Square, Canary Wharf, London, E14 5AB, United Kingdom. We are registered with the UK Information Commissioner's Office (ICO) under registration number ZB523691. For data protection enquiries, contact us at: [email protected]

2. What Data We Collect

We collect only the minimum personal data necessary to operate our advisory coordination service: — Contact and identity information: name, email address, phone number, and country of residence provided via our enquiry form. — Communications: any information you voluntarily share in messages, calls, or follow-up correspondence. — Technical data: IP address, browser type, device type, and pages visited, collected automatically via our analytics infrastructure. — Cookies: see Section 7 (Cookies) for full details. We do not collect financial account credentials, private keys, seed phrases, or custody-related data of any kind.

3. How We Use Your Data

We process your personal data on the following legal bases: — Legitimate interests: to respond to enquiries, assess suitability, and coordinate advisory introductions. — Contractual necessity: to fulfil obligations under any engagement agreement entered into with you. — Consent: where you have opted in to marketing communications (you may withdraw at any time). — Legal obligation: where required to comply with applicable law. We do not sell, rent, or trade your personal data to third parties for marketing purposes.

4. Data Sharing

We may share your data with: — Licensed professional advisers (solicitors, accountants, tax counsel) engaged in your matter, subject to their own professional confidentiality obligations. — Technology sub-processors who host or operate our systems (e.g. cloud infrastructure), each bound by data processing agreements. — Regulatory or law enforcement authorities where legally required. All third parties are required to process your data in accordance with applicable data protection law.

5. International Transfers

Where data is transferred outside the UK or EEA, we rely on appropriate safeguards including Standard Contractual Clauses approved by the relevant supervisory authority. Further information is available on request.

6. Retention

We retain personal data only for as long as necessary to fulfil the purpose for which it was collected, or as required by law. Enquiry data is retained for a maximum of 3 years from the date of last contact unless an engagement agreement requires otherwise.

7. Cookies

Our website uses cookies to: — Enable core functionality (session management, security). — Measure site performance and visitor behaviour (analytics cookies). — Remember your cookie preferences. You may accept or decline non-essential cookies via the consent banner when you first visit the site. You can update your preferences at any time by clearing your browser cookies and revisiting the site.

8. Your Rights

Under UK GDPR and the Data Protection Act 2018, you have the right to: — Access the personal data we hold about you. — Rectify inaccurate or incomplete data. — Erase your data (subject to legal obligations). — Restrict or object to processing. — Data portability. — Withdraw consent at any time (where processing is based on consent). To exercise any of these rights, contact us at [email protected]. You also have the right to lodge a complaint with the ICO at ico.org.uk.

9. Security

We implement appropriate technical and organisational measures to protect your data against unauthorised access, disclosure, or loss. All communications with our systems are encrypted in transit. Access to personal data is restricted to authorised personnel on a need-to-know basis.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated by posting the revised policy on this page with an updated effective date. Continued use of our website following any change constitutes acceptance of the revised policy.

Contact

VaultTax Advisory Ltd.
1 Canada Square, Canary Wharf
London, E14 5AB, United Kingdom

Email: [email protected]
Phone: +44 20 7946 0472
Company No.: 14782350 (England & Wales)
ICO Registration: ZB523691