Privacy Policy

Trusted Tax and Accountants (“we”, “us”, “our”) is committed to protecting your privacy and ensuring that your personal information is handled securely, lawfully, and transparently.

This Privacy Policy explains how we collect, use, store, and protect your personal data when you visit our website, contact us, or use our accounting and tax services.

1. Who We Are

Trusted Tax and Accountants provides accounting and tax services based in St Albans, United Kingdom, with face-to-face support available in St Albans and surrounding areas where appropriate, and remote support available across the UK.

If you have any questions about this policy or how your data is handled, please contact us:

2. Information We Collect

We may collect and process the following types of personal and business data:

a. Information you provide directly

  • Full name, company name, and contact details (email, phone number, address)
  • Financial, accounting, or tax information necessary to provide our services
  • Identification and verification documents (e.g., proof of identity for compliance)
  • Payment and billing details

b. Information collected automatically

  • IP address and browser type
  • Pages visited, duration, and interactions with our website
  • Cookies (see Section 9 below)

c. Information from third parties

  • Public databases and professional directories
  • HMRC, Companies House, or other government bodies (when authorised)

3. How We Use Your Information

We use your data to:

  • Provide accounting, bookkeeping, tax, and related services
  • Respond to enquiries, calls, and emails
  • Maintain business records and invoices
  • Comply with legal and regulatory obligations (e.g., anti-money laundering)
  • Improve our website and service experience
  • Send updates or newsletters (only if you have consented)

4. Lawful Basis for Processing (GDPR Article 6)

We process your personal data under one or more of the following lawful bases:

  • Contractual necessity: To provide our services and fulfil our agreement with you
  • Legal obligation: To comply with tax, accounting, and anti-money-laundering laws
  • Legitimate interest: To maintain and improve business operations
  • Consent: When you explicitly agree (e.g., to receive marketing emails)

5. Data Retention

We retain personal data only as long as necessary for:

  • Delivering our services
  • Meeting legal or tax obligations
  • Resolving disputes

In most cases, records are kept for up to 6 years after the end of the client relationship, in accordance with HMRC regulations.

6. Data Sharing and Disclosure

We never sell your data. We only share it when necessary to:

  • Fulfil our services (e.g., with HMRC, software providers, or legal partners)
  • Comply with legal obligations or court orders
  • Engage professional subcontractors (bound by confidentiality agreements)

All partners and third-party providers we use are GDPR-compliant.

7. Data Security

We use industry-standard technical and organisational measures to protect your information, including:

  • Secure servers and encrypted connections (SSL)
  • Password-protected systems
  • Restricted employee access
  • Regular data backups

However, please note that no online data transmission can be guaranteed as 100% secure.

8. Your Data Rights (Under GDPR)

You have the following rights regarding your personal data:

  • Right to access – request a copy of the data we hold about you
  • Right to rectification – correct inaccurate or incomplete data
  • Right to erasure – request deletion of your data when legally possible
  • Right to restrict processing – limit how your data is used
  • Right to data portability – request transfer of your data to another provider
  • Right to object – object to processing based on legitimate interests
  • Right to withdraw consent – withdraw your consent at any time (for marketing, etc.)

9. Cookies Policy

Our website uses cookies to improve functionality and user experience.

Cookies are small files stored on your device. They help us:

  • Remember user preferences
  • Measure website traffic and performance
  • Improve security and usability

You can control or delete cookies in your browser settings.

10. Marketing Communications

We may send occasional marketing or service updates if you have opted in.

You can unsubscribe anytime by clicking the “unsubscribe” link in our emails or contacting us directly.

11. Links to Other Websites

Our website may include links to third-party websites.

We are not responsible for their privacy practices or content. We encourage you to review each website’s Privacy Policy.

12. International Data Transfers

In rare cases, data may be transferred outside the UK (e.g., if a secure cloud service provider stores data in the EEA).

All transfers are protected by GDPR-approved safeguards such as Standard Contractual Clauses (SCCs).

13. Updates to This Policy

We may update this Privacy Policy periodically to reflect legal or operational changes.

The most recent version will always be published on this page, with the date of the last update shown at the top.

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