Introduction 

We respect your privacy and are committed to protecting your personal data. This privacy notice will inform you as to how we collect, process and look after your personal data when you engage our professional services, and tell you about your privacy rights and how the law protects you.

Purpose of this privacy notice  

This Client Privacy Notice explains how we collect, use, and protect your personal data when you engage J & A Accountancy Services Ltd to provide professional services. It covers the types of information we process, the purposes for which we use it, and your rights under data protection law.

How We Use Your Information

We use your information to:

• Provide and manage our services
• Process enquiries and communicate with you
• Support Making Tax Digital (MTD) submissions and compliance services
• Improve website functionality and user experience
• Maintain security and prevent fraud
• Meet legal and regulatory obligations
• Send service updates or marketing communications where permitted

Legal Basis for Processing

We process personal data under the following lawful bases:

• Consent
• Performance of a contract
• Compliance with legal obligations
• Legitimate business interests

Sharing Your Information

We do not sell your personal information.

We may share your data with:

• HMRC where required for tax services
• Trusted third-party service providers
• Payment processors
• Professional advisers
• Legal or regulatory authorities when required by law

All third parties are required to protect your information and use it only for authorised purposes.

Data Retention

We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy, including legal, accounting, and regulatory requirements.

Data Security

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

Cookies

Our website may use cookies to improve functionality, analyse website traffic, and enhance user experience.

You can manage or disable cookies through your browser settings.

Your Rights

Under UK data protection laws, you may have the right to:

• Access your personal data
• Correct inaccurate information
• Request deletion of your data
• Restrict or object to processing
• Request data portability
• Withdraw consent where applicable
• Lodge a complaint with the Information Commissioner’s Office (ICO)

Third-Party Links

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

Changes to This Privacy Policy

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