Privacy Policy

Last updated: 28/04/2025

Website: https://innofund.uk/

1. Introduction

At Innofund Consulting Limited T/A InnoFund (Company Number: 13603859) of registered address 97 Alderley Road, Wilmslow, England, SK9 1PT (“InnoFund,” “we,” “us,” or “our”) we are committed to protecting and respecting your privacy.

This Privacy Policy explains how we collect, use, and protect your personal data when you interact with us, whether through our Website, by email, by phone, or in person. Please read it carefully.

2. Who We Are

InnoFund is a specialist consultancy focused on R&D Tax Relief, Capital Allowances, LRR relief, Grants and Patent Box services.

We have appointed a data protection officer (DPO) and we are the data controller for the personal information we collect.

3. What Personal Data We Collect

We may collect and process the following types of personal data:

  • Identity Data: Name, title, date of birth, marital status, nationality, education history and academic qualifications
  • Contact Data: Business address, email address, phone numbers
  • Professional Data: Employment history, Job title, company name, business sector, national insurance number, salary, benefits, expenses claimed, training and payroll
  • Financial Data: Bank account details (where necessary for billing or payments), accounts, liabilities, assets and loans
  • Technical Data: Type of projects and activities you undertake, information given by yourself to us for the purpose of a tax claim, IP address, browser type, time zone setting, operating system
  • Usage Data: Information about how you use our Website and services
  • Marketing and Communications Data: Preferences for receiving marketing from us

We do not collect special categories of personal data (e.g., race, religion, health data) unless explicitly required and consented to.

We may also process information about the business or organisation you represent and whilst this may include some personal data it may also be made up entirely of corporate information.

We are resolved to treat personal data and corporate information with the same degree of care and attention, and where possible apply similar technical and operational measures to safeguard both from unauthorised access and use.

4. How We Collect Your Data

We collect your personal data through:

  • Direct interactions (e.g., filling out a form, emailing us)
  • Automated technologies (e.g., cookies on our Website)
  • Third parties (e.g., business referrals, publicly available sources, Zoom Info, Lusha and Duedil)

5. How We Use Your Personal Data

We use your personal data for the following purposes:

  • To provide our consultancy services
  • To manage client relationships
  • To respond to enquiries
  • To process payments and invoices
  • To send marketing communications (where you have opted in)
  • To maintain our business operations and Website security

We rely on the following lawful bases to process your data:

  • Performance of a contract
  • Compliance with legal obligations
  • Legitimate interests (e.g., growing our business)
  • Your consent (where applicable)

6. Marketing Communications

You may receive marketing communications from us if you have requested information or engaged our services and have not opted out.

 You can opt out of marketing communications at any time by contacting us at info@innofund.uk or using the unsubscribe link in emails.

7. Sharing Your Data

We may share your data with:

  • Service providers who assist in delivering our services (e.g., IT support, cloud storage)
  • Professional advisers (e.g., auditors, legal advisers)
  • Regulatory bodies, when required by law
  • Business partners and associates, but only where necessary and subject to confidentiality obligations

We will never sell your personal data to third parties.

8. International Transfers

We may transfer your data outside the UK where our service providers operate internationally. In such cases, we ensure that appropriate safeguards (such as standard contractual clauses) are in place to protect your personal data.

9. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, accessed, altered, or disclosed in an unauthorised way.

In addition, we limit access to your personal data to those employees, agents, and contractors who have a business need to know.

10. Data Retention

We retain your personal data only as long as necessary to fulfil the purposes for which we collected it, including legal, accounting, or reporting requirements.

Typically, client data is retained for six years after the end of the relationship unless otherwise required by law.

11. Your Rights

Under data protection laws, you have rights including:

  • Access to your personal data
  • Correction of inaccurate data
  • Erasure of your data (“right to be forgotten”)
  • Restriction of processing
  • Data portability
  • Objection to processing
  • Withdrawal of consent where consent is the basis for processing

You can exercise your rights by contacting us at info@innofund.uk.

You also have the right to lodge a complaint with the UK’s supervisory authority, the Information Commissioner’s Office (ICO) (www.ico.org.uk).

12. Cookies

We use cookies on our Website to improve your browsing experience. For more information, please see our Cookie Policy.

13. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a new effective date. Please check back regularly.

14. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact: info@innofund.uk

Our highly qualified tax and technical consultants are here to help you