Privacy Policy

 

Last updated: 14 May 2025

1. Who We Are

Rolds Accountants & Tax Advisors (“we”, “us”, “our”) provides professional accounting and tax services to individuals, businesses, and contractors in Peterborough and surrounding areas. Our registered office is [insert address if required].

2. What Information We Collect

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

  • Contact details: Name, address, email address, phone number.
  • Business information: Company name, registration number, financial records.
  • Tax and accounting information: National Insurance number, Unique Taxpayer Reference (UTR), bank details, payroll data, and other information required for tax and accounting services.
  • Communications: Records of correspondence, including emails and messages sent via our website.
  • Website usage data: IP address, browser type, and information about your visit (collected via cookies or analytics tools).

3. How We Use Your Information

We use your personal data to:

  • Provide accounting, tax, and business advisory services.
  • Communicate with you regarding your enquiries, appointments, and ongoing services.
  • Meet our legal and regulatory obligations (e.g., HMRC compliance).
  • Improve our services and website.
  • Send you information about our services, if you have consented to receive such communications.

4. Legal Basis for Processing

We process your personal data under the following legal bases:

  • Contract: To fulfil our contract with you or to take steps at your request before entering into a contract.
  • Legal obligation: To comply with legal and regulatory requirements.
  • Legitimate interests: For the effective delivery of our services and business operations.
  • Consent: Where you have given explicit consent (e.g., for marketing communications).

5. Sharing Your Information

We may share your data with:

  • HM Revenue & Customs (HMRC) and other regulatory authorities as required by law.
  • Our professional advisors (e.g., legal, accountancy, or IT support).
  • Third-party service providers who assist us in delivering our services (e.g., secure cloud storage, email providers), under strict confidentiality agreements.
  • We do not sell or rent your personal data to third parties.

6. International Transfers

Your personal data is stored and processed within the UK or the European Economic Area (EEA). If we need to transfer your data outside the UK/EEA, we will ensure appropriate safeguards are in place.

7. Data Retention

We retain your personal data only as long as necessary to fulfil the purposes for which it was collected, including for legal, accounting, or reporting requirements. Typically, we retain records for at least 6 years after the end of our relationship, in line with HMRC requirements.

8. Your Rights

Under UK GDPR, you have the right to:

  • Access your personal data.
  • Request correction of inaccurate or incomplete data.
  • Request erasure of your data (where applicable).
  • Object to or restrict processing of your data.
  • Request data portability.
  • Withdraw consent at any time (where processing is based on consent).
  • Lodge a complaint with the Information Commissioner’s Office (ICO).

To exercise your rights, please contact us at [insert contact email/phone].

9. Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse.

10. Cookies

Our website may use cookies to enhance your browsing experience and collect usage data. You can manage your cookie preferences via your browser settings or by clicking the cookie icon on the bottom left on any of our sites pages.

11. Changes to This Policy

We may update this privacy policy from time to time. The latest version will always be available on our website.

12. Contact Us

If you have any questions about this privacy policy or how we handle your data, please contact us at:

  • Email: Click Here
  • Phone: 07886 627239
  • Address: 23 Cheyney Court, Orton Malborne, Peterborough. Cambs PE2 5NY.