Privacy Policy

Who we are

SelfYear is operated by [legal name / sole trader name / company name].

For questions about this Privacy Policy or your personal data, you can contact us at:

Data we collect

We collect the information you provide when using SelfYear. This may include:

Please do not enter information that is not needed for your SelfYear planning view.

• your name and email address;
• account login details;
• tax-year profile details, such as selected tax year, business type, and planning preferences;
• income and expense records you choose to enter;
• public tool inputs, such as figures entered into calculators or checkers;
• settings, checklist progress, notes, and other information you add to your SelfYear account;
• technical information such as IP address, browser type, device information, log data, and basic usage information needed to keep the service secure and working properly.

How we use your data

We use your data to provide and improve the SelfYear service. This includes:

We do not sell your personal data.

We do not use your income, expense, or tax-year records for advertising profiling.

• creating and managing your account;
• showing your tax-year overview;
• displaying practical dates, reminders, checklists, and planning guidance;
• saving income, expense, and record information you choose to enter;
• producing planning estimates and summaries based on your inputs;
• keeping the service secure, reliable, and protected from misuse;
• responding to support requests;
• understanding how the service is used so we can improve it.

Legal basis for using your data

We use your personal data only where we have a lawful basis to do so. Depending on the context, this may include:

You can withdraw consent at any time where consent is the basis for processing.

• Contract: to provide the SelfYear service you sign up for.
• Legitimate interests: to keep the service secure, improve the product, prevent misuse, and respond to support requests.
• Legal obligation: where we need to keep limited records to meet legal or regulatory duties.
• Consent: where we ask for optional consent, such as for certain cookies, analytics, or marketing emails.

How we share your data

We may share limited personal data with trusted service providers who help us run SelfYear, such as hosting, database, email, security, analytics, or support providers.

These providers may only use the data as needed to provide their services to us.

We may also share information if required by law, regulation, court order, or to protect the rights, safety, and security of SelfYear, our users, or others.

We do not sell your data to third parties.

Data storage and security

Your data is stored using technical and organisational measures designed to keep it secure.

We take reasonable steps to protect your data from unauthorised access, loss, misuse, or alteration. However, no online service can guarantee complete security.

SelfYear uses service providers that may store or process data in the UK, EEA, or other countries with appropriate safeguards where required.

How long we keep your data

We keep your personal data for as long as your account is active or as long as needed to provide the SelfYear service.

If you delete your account or ask us to delete your data, we will delete or anonymise your account data unless we need to keep limited information for legal, security, accounting, or dispute-resolution reasons.

We may keep backups for a limited period before they are automatically overwritten or deleted.

Your rights

Under UK data protection law, you may have the right to:

These rights are not always absolute, but we will respond to requests in line with applicable law.

To make a request, contact us at:

• ask for a copy of your personal data;
• ask us to correct inaccurate or incomplete data;
• ask us to delete your data;
• ask us to restrict or object to certain uses of your data;
• ask for your data in a portable format;
• withdraw consent where processing is based on consent.

Cookies and analytics

SelfYear may use cookies or similar technologies to keep the service working, remember preferences, understand usage, and improve the product.

Essential cookies are used where needed for login, security, and basic site functionality.

If SelfYear uses optional analytics or marketing cookies, we will explain this clearly and ask for consent where required.

Emails

We may send you service emails about your account, security, important product changes, or support requests.

We will only send marketing emails where we have a lawful basis to do so. You can unsubscribe from marketing emails at any time.

Children

SelfYear is intended for adults using the service for self-employment planning. It is not intended for children.

Changes to this policy

We may update this Privacy Policy from time to time. If we make significant changes, we will take reasonable steps to let users know.

Questions or complaints

If you have questions about this Privacy Policy or how your data is handled, contact us at:

You also have the right to raise a concern with the UK Information Commissioner’s Office if you are unhappy with how your personal data is handled.