Privacy Policy

Privacy Policy

Accountancy Firms UK respects people's right to privacy and is dedicated to managing personal data sensibly, securely, and in compliance with relevant UK data protection regulations. We only gather and process data when there is a valid need to do so, such as when offering payroll, taxation, professional accounting and related services.

Personal Information We Collect

We may collect information that is necessary to communicate with you, understand your requirements, provide our services and maintain appropriate business records. The information we collect may depend on the nature of your enquiry, your circumstances and the services you request from us.

The information may include:

  • Your name and contact details

  • Business and professional information

  • Financial and accounting records

  • Tax and payroll information

  • Information provided through enquiries

  • Documents required for agreed services

We aim to ensure that the information collected is relevant to the purpose for which it is required and is not unnecessarily excessive.

Using Information For Professional Services

Personal information may be used to provide and manage our accountancy and taxation services, communicate with clients, respond to enquiries, maintain records and complete work that has been agreed with you.

Depending on your requirements, information may be processed in connection with bookkeeping, accountancy, VAT, Self Assessment, tax planning and advice, taxation, payroll, Capital Gains Tax or Corporate Tax services. Information may also be processed where necessary to meet applicable legal, regulatory, professional, accounting or administrative obligations.

Protecting Personal And Financial Information

We take reasonable and appropriate steps to protect personal, financial and business information from unauthorised access, accidental loss, misuse, alteration or inappropriate disclosure.

Access to information is limited where appropriate and information should only be accessed or used where there is a legitimate business, professional, legal or service-related reason. However, no electronic system or method of online communication can guarantee complete security in every circumstance.

Sharing Information With Third Parties

Personal information will not be shared unnecessarily. Where appropriate, information may be shared when this is required to provide an agreed service, meet a legal or regulatory obligation, protect legitimate interests or where you have provided appropriate consent.We may also use reliable third-party providers to support certain business or service functions. Where information is shared for such purposes, we aim to ensure that it is handled appropriately and only for legitimate requirements.

Retaining Information For Required Periods

We retain personal and financial information for as long as reasonably necessary to fulfil the purpose for which it was collected. Certain records may need to be retained for longer periods where required by applicable legal, regulatory, professional, accounting or business requirements. When information is no longer required, appropriate steps may be taken to securely delete, dispose of or otherwise manage the information.

Your Rights And Privacy Choices

Depending on your circumstances and applicable UK data protection law, you may have rights relating to the personal information we hold about you. These rights may include requesting access to your information, asking for inaccurate information to be corrected and requesting deletion where legally applicable.

You may also voice concerns regarding the way your information is processed or request further information about how your personal information is used. Certain rights may be subject to applicable legal or regulatory conditions.

Changes To Our Privacy Statement

We may update this Privacy Notice when necessary to represent changes in our services, business practices, information-handling procedures or applicable legal and regulatory requirements.

Any updates will be posted on our website and take effect on the date specified in the new policy. Customers and website visitors are encouraged to check this page on a regular basis for pertinent updates.

Contacting Accountancy Firms UK

For questions, requests or concerns relating to personal information and privacy, please contact Accountancy Firms UK using the contact information given on our website. We will consider privacy-related enquiries appropriately and provide relevant information concerning the collection, use, retention and safeguarding of personal information.

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