Privacy Policy

01. Information You Provide Directly

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When you contact us, request a service, or complete a form, you may provide:

 

• Full name

• Email address

• Phone number

• Business details

• Financial and tax-related information

• Any other information you choose to share

 

02. How We Use Your Information

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We use personal data for the following purposes:

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• To respond to enquiries and provide customer support

• To deliver accounting, tax, bookkeeping, VAT, and payroll services

• To meet legal and regulatory obligations

• To manage client relationships and maintain records

• To improve our website and user experience

• To send important service updates (not marketing unless you consent)

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03. Legal Basis for Processing

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We process your personal data under the following lawful bases:

 

• Contractual necessity – to provide agreed services

• Legal obligation – to comply with HMRC and regulatory requirements

• Legitimate interests – to operate and improve our business

• Consent – where you have given permission (e.g., marketing emails)

 

04. Sharing Your Information

 

We do not sell or rent your personal data.

 

We may share information only when necessary with:

• HM Revenue & Customs (HMRC)

• Regulatory bodies and professional institutions

• Trusted service providers (e.g., software platforms, cloud storage)

• Legal or professional advisers

• Law enforcement if required by law

• All third parties are required to keep your data secure and confidential.

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05. Data Security

 

We take appropriate security measures to protect your personal information, including:

• Secure storage systems

• Access controls

• Confidentiality procedures

• Encrypted communication where possible

• However, no online system is completely secure, and users share information at their own risk.

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06. Data Retention

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We retain personal information only as long as necessary, including:

• For the duration of our business relationship

• To comply with legal and tax record retention requirements

• For regulatory purposes (typically up to 6 years or longer if required)

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07. Your Data Protection Rights

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Under UK GDPR, you have the right to:

• Access the personal data we hold about you

• Request correction of inaccurate information

• Request deletion of your data (where applicable)

• Object to processing in certain circumstances

• Request restriction of processing

• Request data portability

• Withdraw consent at any time

• To exercise your rights, contact us using the details above.

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08. Cookies

 

Our website may use cookies to improve functionality and user experience.

Cookies help us understand:

• Website traffic

• Visitor behaviour

• Site performance

• You can control or disable cookies through your browser settings.

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09. Third-Party Links

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Our website may include links to external websites. We are not responsible for the privacy practices or content of third-party sites.

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10. Changes to This Policy

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We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

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