Last updated: 13/11/2025
Effective from: 13/11/2025

1. Introduction

The International Tax Planning Association (ITPA) (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and share your personal information when you use our website (www.itpa.org) or become a member, attendee of our conferences or otherwise engage with our services.

2. Who we are and contact details

ITPA is an association registered in the United Kingdom.
If you have any questions about this Policy or our handling of your personal information please contact:
Email: REGISTRY@ITPA.ORG
Postal address: PO Box 70653, London SW1P 9XL, United Kingdom

3. What personal information we collect

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

• Membership & registration information: name, job title, organisation, business address, telephone/fax numbers, email address, payment details (where required) as part of membership, conference registration or directory listing.

• Website usage data: IP address, browser type, access times, referral pages, pages visited, cookie identifiers.

• Communications: your correspondence with us (via email, phone or other channels) including enquiries and support.

• Conference attendance: your registration for conferences, sessions chosen, dietary or accessibility requirements, networking preferences.

• Directory listing data: for those members who consent, their business contact details may be published in the password-protected ITPA Directory of Members.

4. How and why we use your personal information

We process personal data for the following purposes:

• To manage your membership, process your application, renewals, subscription payments and maintain our membership records.

• To facilitate conference registration, payments, attendance, networking sessions and post-event communications.

• To provide you with access to member-only areas of our website, downloadable resources, transcripts, publications and the Directory of Members.

• To communicate with you about ITPA news, updates, upcoming conferences, publications, membership opportunities (only where you have consented or where we have legitimate interest).

• To monitor website usage and improve our site and services (via cookies and analytics).

• To comply with legal, regulatory or auditing requirements (e.g. financial records, membership governance).

• Where lawful, for marketing purposes if you have opted in to receive such communications; you may unsubscribe at any time.

5. Legal basis for processing

Under UK and EU data protection law, we rely on one or more of the following bases for processing your personal data:

• Performance of a contract (for example membership agreement, conference registration).

• Legitimate interests, namely where processing supports our mission as an association, enables networking, resource sharing and event provision (and does not unduly affect your rights).

• Consent, where you have given specific consent (for example to receive marketing emails or to have your details listed in the Directory).

• Legal obligation, where we are required to store or process your data by law (for example accounting records).

6. Sharing and disclosure of personal information

We will not sell your personal data to third-parties. We may share your information as follows:

• With service providers who assist us in operating our website, payment processing, conference management, membership systems – under contract and subject to confidentiality and data protection standards.

• With our professional advisers such as auditors or legal advisors where required by law.

• With other members only if you choose to be listed in the Directory of Members.

• With public authorities or other parties where required by law or regulation.

• In aggregated or anonymised form which does not identify you personally for reporting or analytical purposes.

7. Cookies and tracking technologies

We use cookies and similar technologies on our website for statistical, performance and security purposes. For example to count the number of visitors, track page performance and enhance your experience. You may modify your browser settings to refuse or delete cookies, but this may affect your ability to use certain website features.

8. Data-transfer and international processing

As a global association, your personal information might be processed, stored or accessed by our service providers or our Secretariat in jurisdictions outside the UK/EEA. Where such transfers occur, we ensure appropriate safeguards are in place (for example standard contractual clauses or other approved mechanisms) to protect your data.

9. Data retention

We will retain your personal data only for as long as necessary for the purposes for which it was collected—including for the duration of your membership, plus a reasonable period afterwards to satisfy accounting, legal and governance obligations. Thereafter, your data will be securely deleted or anonymised unless retention is required by law.

10. Your rights

You have certain rights in relation to your personal information, including:

• The right to access the personal data we hold about you and receive a copy.

• The right to correct any inaccurate or incomplete data.

• The right to ask us to delete your personal data (in certain circumstances).

• The right to restrict or object to certain types of processing (for example marketing communications).

• The right to withdraw consent at any time where processing is based on consent.

• The right to lodge a complaint with the UK Information Commissioner’s Office if you believe we have breached data protection law.

If you wish to exercise any of these rights, please contact us at REGISTRY@ITPA.ORG.

11. Security

We take appropriate physical, technical and organisational measures to protect your personal information against unauthorised access, disclosure, alteration or destruction. Access to membership and directory data is restricted and password-protected.

12. Children

Our website and services are aimed at professionals and not children under the age of 16. We do not knowingly collect personal data from children under 16. If you believe we have inadvertently collected data from a child, please contact us and we will promptly delete it.

13. Changes to this Privacy Policy

We may update this Privacy Policy from time to time (for example to reflect changes in law, our processes or technologies). We will publish the revised version on our website with a revised “Last updated” date. We encourage you to review this page regularly.

14. Additional information for non-UK/EEA users

If you are located outside the UK/EEA, your data may be transferred to, stored or processed in the UK or another territory. The data protection laws of those territories may differ from your jurisdiction. Where required, we will ensure appropriate safeguards and your rights remain enforceable.

15. How to contact us

If you have any questions, comments or requests regarding this Privacy Policy or our handling of personal data, please contact:
Email: REGISTRY@ITPA.ORG
Postal address: ITPA, 53 Davies Street, London, W1K 5JH