Privacy Policy
Last Updated: June 2026
This Privacy Policy applies to all visitors, users, and clients of CBTax.com, regardless of their location or the regional content they access through the website.
Introduction
CBTax Limited ("we", "our", or "us") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, disclose, and protect your personal information when you visit CBTax.com, use our services, or communicate with us.
We process personal data in accordance with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable privacy legislation.
Who We Are
CBTax Limited is a leading tax consultancy specialising in R&D Tax Incentives and innovation-related tax reliefs. Our team includes Chartered Tax Advisers, Sector Specialists, Chartered Accountants, and Research Analysts, bringing together deep tax expertise and industry insight.
We work with businesses across a wide range of sectors and jurisdictions to identify eligible innovation activity and maximise the value of available tax incentives and reliefs.
Data Controller
CBTax Limited
Registered Address: 13th Floor, No.1 Spinningfields, Manchester, M3 3EB
Email: info@cbtax.com
Telephone: 0333 455 9010
If you have any questions about this Privacy Policy or how we process your personal information, please contact us using the details above.
Information We Collect
We may collect and process the following categories of personal information:
Information You Provide
- Name
- Email address
- Telephone number
- Postal address
- Company name
- Tax and financial information
- Identification documents
- Information submitted through contact forms
- Information provided during consultations or service engagements
Information Collected Automatically
When you visit our website, we may collect:
- IP address
- Browser type and version
- Device information
- Operating system
- Website usage data
- Referral sources
- Pages visited and time spent on our website
Cookies and Similar Technologies
We use cookies and similar technologies to improve website functionality, analyse website performance, enhance user experience, and understand how visitors interact with our website.
Further information about the cookies we use, including how to manage your preferences, can be found in our separate Cookie Policy.
How We Use Your Information
We use personal information for the following purposes:
- Providing tax, accounting, and advisory services
- Managing client relationships
- Responding to enquiries
- Preparing tax returns and financial documents
- Verifying identity where required
- Complying with legal and regulatory obligations
- Improving our website and services
- Preventing fraud and unlawful activity
- Sending service-related communications
- Marketing our services where permitted by law
Legal Basis for Processing
We process personal information under one or more of the following legal bases:
Contractual Necessity
To provide requested services and fulfil contractual obligations.
Legal Obligation
To comply with tax, accounting, anti-money laundering, regulatory, and legal requirements.
Legitimate Interests
To operate, improve, and secure our business and services.
Consent
Where required, we will obtain your consent before processing personal information for specific purposes, such as certain marketing activities.
You may withdraw consent at any time.
Sharing Your Information
We may share personal information with:
- Professional advisers;
- Tax authorities, government agencies, and regulatory bodies;
- Professional and industry bodies where required;
- IT service providers;
- Cloud hosting providers;
- Payment processors;
- Legal representatives; and
- Business partners where necessary to deliver services.
We only share information where there is a lawful basis to do so and where appropriate safeguards are in place.
We do not sell personal information to third parties.
Data Security
We implement appropriate technical and organisational measures to protect personal information against:
- Unauthorised access
- Loss
- Misuse
- Alteration
- Disclosure
- Destruction
Our security measures include access controls, encryption where appropriate, secure hosting environments, and regular security reviews.
Data Retention
We retain personal information only for as long as necessary to:
- Provide services;
- Meet legal, tax, accounting, and regulatory obligations;
- Resolve disputes; and
- Enforce agreements.
Retention periods vary depending on the nature of the information and the purpose for which it was collected. Client records may be retained for a period required by applicable legal, regulatory, professional, or tax obligations.
Where information is no longer required, it will be securely deleted, anonymised, or otherwise disposed of in accordance with our retention procedures.
International Operations
CBTax Limited provides services to clients worldwide and maintains offices in multiple jurisdictions, including the United States, United Arab Emirates, and Ireland.
Due to the international nature of our business, personal information may be accessed, processed, or stored by authorised CBTax Limited personnel and service providers located in countries where we operate. We take appropriate measures to ensure that personal information remains protected and is handled in accordance with applicable privacy and data protection laws.
International Data Transfers
In the course of providing our services, personal information may be transferred to and processed in countries outside the jurisdiction in which it was originally collected.
Where such transfers occur, CBTax Limited implements appropriate safeguards to protect personal information, including contractual protections, security measures, and other safeguards required by applicable law.
Your Privacy Rights
Depending on your location and the privacy laws that apply to you, you may have certain rights regarding your personal information, including the right to:
- Request access to your personal information;
- Request correction of inaccurate or incomplete information;
- Request deletion of personal information where legally permitted;
- Restrict or object to certain processing activities;
- Request a copy of personal information in a portable format;
- Withdraw consent where processing is based on consent; and
- Lodge a complaint with the relevant supervisory or regulatory authority.
CBTax Limited will respond to privacy rights requests in accordance with applicable legal requirements.
Marketing Communications
Where permitted by law, we may send information about our services, updates, and relevant business information.
You can opt out of marketing communications at any time by:
- Clicking the unsubscribe link in emails
- Contacting us directly
Cookies
Our website may use:
Essential Cookies
Required for website functionality and security.
Analytics Cookies
Help us understand how visitors use our website.
Performance Cookies
Improve website performance and user experience.
Marketing Cookies
May be used to measure advertising effectiveness where applicable.
You may control cookies through your browser settings. For more detailed information, please refer to our Cookie Policy.
Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external websites.
We encourage users to review the privacy policies of any websites they visit.
Children's Privacy
Our services are not directed at children under the age of 18. We do not knowingly collect personal information from children.
If we become aware that personal information from a child has been collected without appropriate consent, we will take steps to delete it.
Data Breaches
In the event of a personal data breach, we will investigate the incident and take appropriate action, including notifying affected individuals and regulatory authorities where required by law.
Compliance with Privacy Laws
CBTax Limited is committed to protecting personal information and complying with applicable privacy and data protection laws in the jurisdictions in which we operate and provide services.
This includes, where applicable, laws relating to data protection, privacy, information security, and international data transfers.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
Any changes will be posted on this page and will become effective immediately upon publication.
We encourage users to review this policy periodically.
Contact Us
If you have any questions regarding this Privacy Policy or our handling of personal information, please contact:
CBTax Limited
Registered Address: 13th Floor, No.1 Spinningfields, Manchester, M3 3EB
Email: info@cbtax.com
Telephone: 0333 455 9010
If you are not satisfied with our response, you may have the right to lodge a complaint with the Information Commissioner's Office (ICO) or another relevant supervisory authority in the jurisdiction in which you reside.
Terms and Conditions
Last Updated: June 2026
Introduction
Welcome to CBTax.com ("Website").
These Terms and Conditions govern your access to and use of this Website. By accessing, browsing, or using this Website, you agree to be bound by these Terms and Conditions. If you do not agree with these Terms and Conditions, you should not use this Website.
These Terms and Conditions apply to all visitors, users, and clients of CBTax.com.
About CBTax
CBTax Limited ("CBTax", "we", "our", or "us") is a specialist tax consultancy providing advice and support in relation to research and development (R&D) tax incentives, innovation reliefs, and related tax services.
These Terms and Conditions govern the use of CBTax.com and apply to all visitors, users, and clients of the Website.
Use of the Website
You agree to use this Website only for lawful purposes and in a manner that does not infringe the rights of, restrict, or inhibit the use and enjoyment of this Website by any other person.
You must not:
- Use the Website for any unlawful purpose;
- Attempt to gain unauthorised access to any part of the Website, servers, or systems;
- Introduce viruses, malware, or other harmful code;
- Interfere with the operation or security of the Website;
- Use the Website in a manner that may damage, disable, overburden, or impair the Website.
We reserve the right to suspend or terminate access to the Website where we reasonably believe these Terms and Conditions have been breached.
Professional Information Disclaimer
The information provided on this Website is for general informational purposes only.
Although we make reasonable efforts to ensure that content is accurate and up to date, information published on this Website should not be relied upon as tax, accounting, legal, financial, or other professional advice.
You should seek professional advice tailored to your specific circumstances before making any business, financial, or tax-related decisions.
CBTax Limited accepts no responsibility for actions taken or not taken based solely on information contained on this Website.
No Client Relationship
Your use of this Website does not create a client, advisory, fiduciary, or professional relationship between you and CBTax Limited.
Submitting an enquiry, completing a contact form, downloading materials, subscribing to communications, or communicating with us through the Website does not establish a client relationship.
A formal client relationship will only arise where both parties have agreed to the provision of services and any applicable engagement documentation has been completed.
Intellectual Property
Unless otherwise stated, all content on this Website is owned by or licensed to CBTax Limited.
This includes, but is not limited to:
- Website design;
- Text and written content;
- Graphics and images;
- Logos and branding;
- Reports and publications;
- Downloadable materials;
- Software and underlying code.
You may view, download, and print content from this Website solely for your personal or internal business use.
You may not reproduce, distribute, modify, publish, transmit, or commercially exploit any content from this Website without our prior written consent.
Third-Party Links
This Website may contain links to third-party websites, services, or resources.
These links are provided for convenience only. CBTax Limited has no control over and accepts no responsibility for the content, security, availability, or privacy practices of third-party websites.
Your use of third-party websites is entirely at your own risk.
Website Availability
We aim to ensure that the Website is available at all times. However, we do not guarantee uninterrupted access.
We may suspend, withdraw, modify, update, or discontinue all or any part of the Website without notice.
We shall not be liable if the Website is unavailable for any period of time.
Limitation of Liability
To the fullest extent permitted by applicable law, CBTax Limited excludes all liability for any loss or damage arising from or in connection with:
- Use of, or inability to use, the Website;
- Reliance on information published on the Website;
- Errors, omissions, inaccuracies, or interruptions;
- Viruses, malware, or other harmful components;
- Unauthorised access to Website systems.
Nothing in these Terms and Conditions excludes or limits liability for fraud, fraudulent misrepresentation, death, or personal injury caused by negligence, or any liability that cannot be excluded under applicable law.
Privacy and Cookies
Your use of this Website is also governed by our Privacy Policy and Cookie Policy, which explain how we collect, use, store, and protect personal information and how cookies are used on the Website.
By using this Website, you acknowledge that you have read these policies.
Changes to the Website
We reserve the right to update, modify, or remove Website content at any time without notice.
We do not guarantee that Website content will always be current, complete, or accurate.
Changes to These Terms and Conditions
We may revise these Terms and Conditions from time to time.
Updated versions will be published on this page and will take effect immediately upon publication.
Your continued use of the Website following any updates constitutes acceptance of the revised Terms and Conditions.
Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of England and Wales.
Any dispute arising out of or in connection with these Terms and Conditions or the use of this Website shall be subject to the exclusive jurisdiction of the courts of England and Wales, unless otherwise required by applicable law.
Contact Us
If you have any questions regarding these Terms and Conditions, please contact:
CBTax Limited
Registered Address: 13th Floor, No.1 Spinningfields, Manchester, M3 3EB
Email: info@cbtax.com
Telephone: 0333 455 9010
Website: cbtax.com