Privacy Policy
Last Updated: April 2026
TKL Accountancy is committed to protecting the privacy and security of your personal data. This policy describes how we collect and use personal data about you during and after your relationship with us, in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Data We Collect
We collect and process personal data that you provide to us directly, including but not limited to:
- Contact details such as name, address, email, and telephone number.
- Financial information, including bank details, income records, and expenditure.
- Government identification numbers (NI Number, UTR, Company Registration Number).
- Payroll and employee data if we provide payroll services.
- Technical data from website visitors (IP addresses, browser type via cookies).
2. Lawful Basis for Processing
Under the UK GDPR, we rely on the following lawful bases to process your information:
- Performance of a Contract: To provide the accountancy and tax services you have engaged us for.
- Legal Obligation: To comply with HMRC, Companies House, and Anti-Money Laundering (AML) regulations.
- Legitimate Interests: To manage our relationship with you and improve our services.
3. How We Use Your Data
Your data is used specifically for technical precision and professional support, including:
- Preparing annual accounts and tax returns.
- Managing payroll and VAT submissions.
- Providing strategic business and financial advice.
- Communicating with HMRC and Companies House on your behalf.
- Ensuring compliance with UK professional and regulatory standards.
4. Data Retention
We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for. In accordance with UK tax laws, we generally retain client files and records for a minimum of seven years following the end of the tax year to which they relate.
5. Sharing with Third Parties
We may share your data with third parties where required by law or to provide our services. This includes:
- HM Revenue & Customs (HMRC).
- Companies House.
- Software providers (e.g., Xero, QuickBooks, Sage) for cloud accounting.
- Professional regulators and law enforcement agencies if required.
We do not sell your data to third parties for marketing purposes.
6. International Transfers
Most of our data is stored within the UK or EEA. However, some of our third-party software providers may store data in other jurisdictions. Where this occurs, we ensure that appropriate safeguards are in place, such as Standard Contractual Clauses, to ensure your data remains protected.
7. Cookies and Analytics
Our website uses cookies to distinguish you from other users and to track analytics. This helps us provide you with a good experience when you browse our website and allows us to improve our site. You can set your browser to refuse all or some browser cookies, but this may affect website functionality.
8. Contact Information
If you have any questions about this privacy policy or how we handle your personal data, please contact our Data Protection Officer at:
TKL Accountancy
South Staffordshire, United Kingdom
Email: hello@tkla.co.uk