How is data collected?
Data is collected directly from clients within the context of our work together.
Personal data held
We hold personal data such as name, address, email, phone number, date of birth, National Security Number, and marital status.
In the course of our contractual work we also process certain financial records for the period in question such as payslips, pensions and bank statements.
We do not have use for any sensitive personal data such as medical information. We therefore do not ask for or hold this information.
Purpose of holding and using this data
This data is used to fulfil our contractual obligations with our clients, including preparation and submission of accounts and tax returns, liaising with HMRC, other governmental bodies, and banks.
We use email, phone and post to communicate with and on behalf of our clients.
We use email to send an occasional newsletter to our clients. Clients may choose to opt out of this newsletter.
How is data stored and who has access to it?
Data is stored digitally, protected by password, and in paper files. Our staff have access to the data they need to carry out their work on behalf of our clients.
When is this data disposed of?
Items such as financial statements are normally returned to the client when the work has been completed (e.g. after their tax return is submitted). Other information is disposed of 7 years after its use in line with HMRC requirements. If a client leaves and assuming all business is complete, they may request to have certain personal data erased from our system. Otherwise it will be removed as a matter of course, after seven years.
How am I protected?
Our staff are aware of your rights as a Data Subject. We are always available to talk with you to address any concerns you may have about the use of your personal data.