Privacy Policy

Last updated: 8 March 2026

Who we are

StocksCGT (“we”, “us”) provides capital gains tax calculation reports based on information you provide. This website is operated independently and is not affiliated with HMRC.

What data we collect

We may collect and process the following:

• Contact details (name, email address)
• Messages you send to us
• Trade history data you provide (e.g., broker exports), including dates, quantities, prices, fees and instrument identifiers
• Basic technical data for website operation (e.g., server logs such as IP address, browser type, timestamps)

How we use your data

• To communicate with you and respond to enquiries
• To calculate your CGT report based on the data you provide
• To deliver the results to you
• To maintain and secure the website

Lawful basis (UK GDPR)

We process your information on the basis of:

• Contract / steps prior to contract — to provide the service you request
• Legitimate interests — to operate, secure and improve our service
• Legal obligation — where we must retain certain information (if applicable)

How we store and protect your data

We take reasonable measures to protect your data from unauthorised access, loss or misuse. Please note that email is not guaranteed to be fully secure; if you would like an alternative transfer method, contact us.

How long we keep your data

We keep data only as long as needed to deliver the service and handle follow-up queries. You can request deletion of your files and reports at any time, unless we are required to retain certain records.

Sharing your data

We do not sell your personal data. We may share it only when necessary to operate the service (for example, email/hosting providers) and only for the purpose of delivering the service.

Your rights

Under UK data protection law, you have rights including:

• Access to your personal data
• Correction of inaccurate data
• Deletion of your data (in certain circumstances)
• Restriction or objection to processing (in certain circumstances)
• Data portability (in certain circumstances)

Contact

For privacy requests, email: info@stockscgt.co.uk