Privacy Policy

1. Introduction

ADAMSON Accountants & Tax Consultants ("we", "our", or "us") is committed to protecting and respecting your privacy. This policy explains how we collect, use, and securely store your personal and financial data in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Information We Collect

To provide our accounting and tax services, we may collect and process the following data:

• Identity Data: First name, last name, marital status, title, date of birth.
• Contact Data: Billing address, email address, telephone numbers.
• Financial Data: Bank account details, payroll records, income, expenses, tax codes, UTR numbers, and National Insurance numbers.
• Technical Data: IP address, browser type, and operating system when you use our website.

3. How We Use Your Data

We will only use your personal data when the law allows us to. Most commonly, we use it to:

• Register you as a new client and carry out Anti-Money Laundering (AML) checks.
• Prepare and file your tax returns with HM Revenue & Customs (HMRC).
• Process payroll, bookkeeping, and prepare annual company accounts.
• Communicate with you regarding approaching tax deadlines and regulatory changes.

4. Data Sharing & Third Parties

We do not sell your data. We may share your data with trusted third parties solely for the purpose of fulfilling our accounting duties. These include:

• Government Bodies: HMRC and Companies House.
• Software Providers: Cloud accounting software (e.g., Xero, QuickBooks, Dext) used to manage your accounts.
• Regulatory Bodies: The Association of Accounting Technicians (MAAT) or AML authorities if legally required.

5. Data Retention

By law, we are required to keep basic information about our clients (including Contact, Identity, Financial, and Transaction Data) for a minimum of six years after they cease being clients for tax and legal compliance purposes.

6. Your Legal Rights

Under data protection laws, you have the right to:

• Request access to your personal data.
• Request correction of incomplete or inaccurate data.
• Request erasure of your personal data (subject to legal retention requirements).
• Withdraw consent for marketing communications at any time.