Privacy Policy

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Keeping the information we hold on our clients and their business confidential has always been a duty of accountants and tax advisers. However under the revised data protection rules we need to give you more detailed information about the information we hold on you and what we do with it.

Our legal basis for using the information you give us

In general, we only take from you the information we need to conduct the project or transaction which we are working with you on. This will include the normal contact details and whatever additional information we need to carry out the work that you require us to do. The basis on which we hold this information and use it is because we have a contract with you to carry out your instructions (the contractual basis).

Sometimes we advise clients about changes in legislation and suggest the benefit in contacting us for a review of tax matters which may be of relevance to individuals or businesses. This will be in our interest, and potentially yours (the legitimate interest basis).

There will not be any time when we purely market services on a generic basis in a manner not specifically directed to what we know of you or your business.

Your rights on the information we hold on you. You can

• Ask for it to be corrected, erased, given to you in a machine-readable form and you can have access to it through a subject access request
• Complain about our use of your data

Your point of contact will be Thomas Byng

If you have any issue about the way we handle your data which you cannot resolve with us, you can complain to the Information Commissioner’s Office: https://ico.org.uk/

Sharing your information

Your files will not be looked at by any third party unless it is in compliance with a legal obligation.

How long do we keep information?

For regulatory reasons at least seven years and in some cases longer depending on the work we have done for you. The time periods are set our in our engagement letter. They are minimum periods and we reserve the right to keep data longer if it is in our legitimate interests to do so.