Privacy Policy
Privacy Policy
Last updated: 5 October 2026
Curtis Plumstone Limited (“Curtis Plumstone”, “we”, “us” or “our”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store and protect personal information when you visit curtisplumstone.com, contact us, enquire about our services, or otherwise interact with us.
Curtis Plumstone Limited is a company registered in England and Wales under company number 08420337.
Our registered office is:
28 Langford Road
Portsmouth
Hampshire
PO1 5RJ
1. Who is responsible for your personal data?
Curtis Plumstone Limited is the data controller for the personal information we collect and use in connection with our website and our business activities.
If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:
Email: info@curtisplumstone.com
Telephone: 02393 074515
Website: curtisplumstone.com
2. What personal information do we collect?
Depending on how you interact with us, we may collect some or all of the following information:
- Your name and job title;
- The name of the organisation or business you represent;
- Your email address;
- Your telephone number;
- Your business or correspondence address;
- Information contained in correspondence or enquiries you send to us;
- Information relating to a commercial property or property transaction where this is relevant to a capital allowances enquiry or claim;
- Information provided to us by your accountant, tax adviser, solicitor, property adviser or another professional acting on your behalf;
- Information contained in documents you provide to us in connection with our services;
- Information about your use of our website, including technical information such as IP address, browser type and device information, where collected through cookies or similar technologies.
We will only collect information that is reasonably necessary for the purposes described in this Privacy Policy.
3. How do we collect your personal information?
We may collect personal information:
- When you complete a form or submit an enquiry through our website;
- When you contact us by telephone, email or other means;
- When you request information about our services;
- When you engage us to provide professional services;
- When you provide information during the course of a capital allowances claim;
- When we communicate with your accountant, tax adviser, solicitor or other professional adviser with your authority or where otherwise permitted by law;
- From publicly available sources, including company and property-related information;
- From third parties who introduce you to us or otherwise provide information to us in connection with our professional services; and
- Automatically through the use of cookies or similar technologies when you use our website, where applicable.
Where we obtain personal information from a source other than the individual concerned, we will provide the required privacy information in accordance with applicable data protection legislation.
4. How do we use your personal information?
We may use your personal information for the following purposes:
Providing our services
We use personal information to:
- Respond to enquiries;
- Assess whether our services may be suitable for you;
- Provide capital allowances consultancy and related professional services;
- Prepare and undertake capital allowances claims;
- Communicate with you about a project or claim;
- Communicate with your professional advisers where appropriate;
- Prepare reports, calculations and other documents;
- Maintain appropriate records relating to our work; and
- Manage our relationship with you.
Business administration
We may also use personal information to:
- Manage our business;
- Maintain accounting and financial records;
- Issue invoices and receive payments;
- Manage our professional and contractual relationships;
- Maintain appropriate business records;
- Protect our business, website and systems against fraud, misuse or security threats; and
- Comply with our legal and regulatory obligations.
Marketing
Where permitted by law, we may use business contact information to provide information about Curtis Plumstone’s services, publications, presentations, CPD events or other information that we believe may be relevant to you.
Where applicable, you will be given an opportunity to opt out of marketing communications.
You can ask us to stop sending marketing communications at any time by contacting us or using the unsubscribe facility contained in a marketing email.
5. Our lawful bases for processing personal information
Data protection legislation requires us to have a lawful basis for processing personal information.
Depending on the circumstances, we may rely on one or more of the following lawful bases:
Contract
Where processing is necessary to enter into or perform a contract with you, including providing our professional services.
Legitimate interests
Where processing is necessary for our legitimate business interests, provided that those interests are not overridden by your rights and interests.
Our legitimate interests may include operating and developing our business, responding to business enquiries, maintaining relationships with existing and prospective clients, marketing our services where permitted, managing professional relationships and protecting our business.
Legal obligation
Where we need to process personal information to comply with a legal or regulatory obligation.
Consent
Where we ask for your consent to process personal information for a particular purpose. Where we rely on consent, you have the right to withdraw it at any time.
6. Information relating to capital allowances claims
Our work may require us to process information relating to commercial property, property owners, companies, transactions and expenditure.
Such information may include information contained within property, financial, accounting, tax and legal documentation.
We use this information only for legitimate business and professional purposes, including assessing, preparing and supporting capital allowances claims and providing related advice.
Where information relating to individuals is contained within documents provided to us, we will process that information in accordance with applicable data protection legislation.
7. Who do we share personal information with?
We will not sell your personal information.
We may share personal information where reasonably necessary with:
- Your accountants, tax advisers, solicitors or other professional advisers;
- Our professional advisers and service providers;
- IT, website hosting, cloud storage, email and other technology providers who process information on our behalf;
- Payment service providers and banks where necessary;
- Government bodies, regulators, law enforcement agencies or other authorities where we are legally required or permitted to do so; and
- Other parties where you have specifically authorised us to provide the information.
Where another organisation processes personal information on our behalf, we will take reasonable steps to ensure that appropriate contractual and security arrangements are in place.
8. Information obtained from other sources
In some circumstances we may obtain business contact information from sources other than the individual concerned.
For example, we may use publicly available information about businesses, commercial properties or property transactions when identifying organisations that may benefit from our services.
Where we obtain personal information from another source, we will use it only where we have a lawful basis to do so and will provide the privacy information required by applicable data protection legislation.
9. How long do we keep personal information?
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected.
The length of time we retain information will depend on factors including:
- The nature of our relationship with you;
- Whether we have provided professional services to you;
- Our legal, regulatory and professional obligations;
- Whether the information may be required in connection with a legal claim or dispute;
- Our legitimate business requirements; and
- Any specific retention requirements that apply to the information.
Where information is no longer required, we will securely delete it or anonymise it where appropriate.
10. How do we protect your personal information?
We take reasonable and appropriate technical and organisational measures to protect personal information against:
- Unauthorised access;
- Accidental loss;
- Destruction;
- Damage;
- Unauthorised disclosure; and
- Other unlawful or unauthorised processing.
However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.
11. Transfers outside the UK
Some of our service providers may process personal information outside the United Kingdom.
Where personal information is transferred outside the UK, we will take appropriate steps to ensure that the transfer is lawful and that appropriate safeguards are in place in accordance with applicable data protection legislation.
12. Cookies
Our website may use cookies and similar technologies.
Cookies are small text files placed on your device that can be used for a variety of purposes, including enabling websites to function properly, remembering preferences and understanding how visitors use a website.
Where cookies are not strictly necessary for the operation of our website, we will obtain consent where required by law.
You can control or delete cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of the website.
We may update this section from time to time to reflect changes to the cookies and similar technologies used on our website.
13. Your data protection rights
Depending on the circumstances, you may have rights under UK data protection legislation, including the right to:
- Ask for access to the personal information we hold about you;
- Ask us to correct inaccurate or incomplete information;
- Ask us to erase your personal information in certain circumstances;
- Ask us to restrict the processing of your personal information in certain circumstances;
- Object to certain processing, including processing based on legitimate interests and certain forms of direct marketing;
- Ask for your personal information to be transferred to another organisation in certain circumstances; and
- Withdraw consent where we rely on consent as our lawful basis for processing.
These rights are not absolute and certain legal exceptions may apply.
If you wish to exercise any of your rights, please contact us using the details provided above.
14. Direct marketing
You have the right to object to the processing of your personal information for direct marketing purposes.
If you no longer wish to receive marketing communications from us, please contact us or use the unsubscribe option included in the relevant communication.
We will respect your request and update our records accordingly.
15. Complaints
If you have concerns about how we have handled your personal information, we would encourage you to contact us first so that we can try to resolve the matter.
You also have the right to complain to the Information Commissioner’s Office (ICO), which is the UK’s independent supervisory authority for data protection.
The ICO’s website is:
The ICO’s helpline is:
0303 123 1113
Further information about making a complaint is available from the ICO.
16. Links to other websites
Our website may contain links to other websites.
This Privacy Policy applies only to Curtis Plumstone Limited and our website. We are not responsible for the privacy practices, content or security of websites operated by third parties.
We recommend that you read the privacy policy of any third-party website you visit.
17. Children’s information
Our website and services are intended primarily for businesses and professional users and are not directed at children.
We do not knowingly collect personal information from children for marketing purposes.
18. Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our business, the services we provide, technology, legal requirements or data protection practices.
The latest version will be published on our website and the “Last updated” date at the top of this Privacy Policy will be amended accordingly.
19. Contact us
If you have any questions about this Privacy Policy or the way we process personal information, please contact:
Curtis Plumstone Limited
28 Langford Road
Portsmouth
Hampshire
PO1 5RJ
Email: info@curtisplumstone.com
Telephone: 02393 074515
Company number: 08420337