Privacy Policy
We provide tax, accounting, and advisory services to individuals and businesses.
2. What Information We Collect
We may collect and process the following personal data:
Identity Data – Full name, date of birth, National Insurance number.
Contact Data – Address, email address, phone number.
Financial Data – Bank details, tax records, income and expenditure, company accounts.
Employment Data – PAYE information, employer details.
Correspondence – Emails, phone call logs, meeting notes.
Identification Documents – Copies of passports, driving licences, utility bills (for AML purposes).
3. How We Use Your Information
We only use your personal data when the law allows us to. Common uses include:
Preparing and submitting tax returns.
Managing payroll and bookkeeping.
Providing tax planning and advisory services.
Meeting legal obligations, including Anti-Money Laundering (AML) regulations.
Communicating with you regarding your affairs.
4. Legal Basis for Processing
We process your data based on one or more of the following legal grounds:
Contractual necessity – To deliver our services as agreed.
Legal obligation – For compliance with HMRC, AML, and other legal requirements.
Legitimate interests – For running and improving our business (without overriding your rights).
Consent – For marketing or where explicit permission is required.
5. Sharing Your Data
We only share your information where necessary and with appropriate safeguards in place. This may include:
HM Revenue & Customs (HMRC)
Payroll providers or software platforms
Cloud-based accounting software (e.g. Xero, QuickBooks)
Professional advisors or subcontractors (bound by confidentiality)
Regulatory authorities, if legally required
We never sell your data to third parties.
6. Data Storage and Security
Your data is stored securely, both digitally (with encryption and access controls) and, where applicable, physically (in locked, restricted areas). We take appropriate technical and organisational measures to protect your information.
7. How Long We Keep Your Data
We retain your data only as long as necessary to fulfil the purposes we collected it for, including satisfying legal, tax, and reporting requirements. This is typically 6–7 years after the end of our relationship, unless a longer retention is required.
8. Your Rights
You have the right to:
Access the personal data we hold about you
Request correction of any incorrect or incomplete data
Request deletion of your data (in certain circumstances)
Object to processing or request restrictions
Request data portability
Withdraw consent (where processing is based on consent)
To exercise any of these rights, contact us at [insert contact email].
9. Complaints
If you have concerns about how we handle your data, please contact us in the first instance. You also have the right to complain to the Information Commissioner's Office (ICO):
Website: www.ico.org.uk
Phone: 0303 123 1113
10. Changes to This Policy
We may update this Privacy Policy from time to time. The latest version will always be available on our website or upon request.