Privacy Policy
This Privacy Policy explains how MB Accountants LTD collects, uses, stores and protects personal information when you visit our website, contact us or use our accountancy and related services.
How we look after your information
MB Accountants LTD respects your privacy and takes the protection of personal information seriously.
We may collect and use personal information when providing accountancy, tax, payroll, CIS, VAT, financial planning and related services, as well as when responding to enquiries made through our website.
We aim to handle personal information fairly, transparently and in accordance with applicable UK data protection legislation, including the UK General Data Protection Regulation and the Data Protection Act 2018.
MB Accountants LTD
MB Accountants LTD provides accountancy, tax and related financial support to individuals and businesses.
For most personal information that we process in connection with operating our own business and providing professional services, MB Accountants LTD will act as the data controller. This means we determine why and how that personal information is processed.
In some circumstances, particularly where we process personal information on behalf of a client and under their instructions, our data protection role may be different.
Information we may collect
The information we collect depends on your relationship with us and the services you ask us to provide.
Identity & Contact Details
Your name, address, telephone number, email address, date of birth and other information used to identify or contact you.
Tax & Accounting Information
Financial records, income, expenses, tax information, accounts and information needed to provide accountancy and tax services.
Financial Information
Bank, transaction or payment-related information where relevant to the professional services we provide.
Payroll & Employee Information
Information relating to employees, directors or subcontractors where we provide payroll or CIS services.
Identification Information
Identity documents and other information that may be required for client identification, verification or compliance purposes.
Website Information
Information you submit through the website and technical information that may be generated when you use the site.
How we receive your information
Personal information may be provided directly by you or received through other appropriate sources while we are providing our services.
Information you provide directly
For example when you contact us, book a consultation, send documents or engage us to provide professional services.
Information provided by your business
For example employee, director or subcontractor information supplied by a business client where relevant to our work.
Government or official services
Information may be obtained or exchanged with HMRC, Companies House or other appropriate bodies where relevant and permitted.
Website use
Some technical information may be collected automatically when you use our website, depending on the website and cookie settings in use.
Why we process personal information
We only use personal information where there is an appropriate reason to do so.
Providing our services
To prepare accounts, tax returns, VAT returns, payroll, CIS submissions and other services that you ask us to provide.
Communicating with you
To respond to enquiries, discuss your work, request information and provide updates about the services we are carrying out.
Meeting legal and professional obligations
To meet applicable tax, accounting, record-keeping, identification, anti-money laundering and other legal or professional requirements.
Managing our business
To maintain client records, manage our relationship with you, keep appropriate business records and administer our services.
Protecting our business
To help prevent fraud, misuse, security incidents or other activity that may affect our clients or our business.
Our lawful bases for processing
UK data protection law requires organisations to have a lawful basis for processing personal information. Depending on the circumstances, we may rely on one or more of the following.
Where processing is necessary to enter into or perform a contract with you.
Where processing is necessary for us to comply with a legal or regulatory obligation.
Where processing is necessary for legitimate business interests and those interests are not overridden by your rights.
Where we have asked you for consent and consent is the appropriate lawful basis for the activity.
Who we may share information with
We do not sell your personal information.
We may share personal information where this is necessary to provide our services, operate our business or meet legal obligations.
Some technology or service providers may process information outside the United Kingdom. Where this occurs, appropriate data protection safeguards should be used where required by law.
Retention and security
How long we keep information
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected and to meet applicable tax, accounting, legal, regulatory, professional and record-keeping obligations.
Different types of information may therefore be kept for different periods.
Protecting your information
We take reasonable organisational and technical measures to protect personal information from unauthorised access, loss, alteration, disclosure or misuse.
Access to client information should be limited to those who require it for legitimate business or professional purposes.
Your data protection rights
Depending on the circumstances and the applicable legal basis, UK data protection law gives individuals a number of rights concerning their personal information.
Right of access
You may ask for information about the personal data we hold about you and request a copy.
Right to rectification
You may ask us to correct information that is inaccurate or complete information that is incomplete.
Right to erasure
In certain circumstances you may ask us to delete personal information we hold about you.
Right to restrict processing
In certain circumstances you may ask us to limit the way your personal information is used.
Right to object
You may have the right to object to certain processing, particularly where legitimate interests are relied upon.
Data portability
In certain circumstances you may have the right to receive personal information in a structured and commonly used format.
Withdraw consent
Where we rely on consent, you can withdraw that consent at any time without affecting earlier lawful processing.
Some rights are subject to legal conditions and exceptions. We may also need to retain certain information where we have a legal, regulatory or professional obligation to do so.
Cookies and website technology
Our website may use cookies and similar technologies to help the website function, understand how it is used and provide website features.
Some cookies may be necessary for the website to operate correctly. Other cookies, such as analytics or marketing cookies, should only be used where permitted and where any required consent has been obtained.
You can usually control cookies through the cookie settings provided on the website and through your browser settings.
This website is hosted using Squarespace. Squarespace may process technical information and use cookies or similar technologies as part of providing the website platform. The exact cookies used can depend on the features and settings enabled on the website.
Third-party links
Our website may contain links to third-party websites, services or resources.
Once you leave our website, the privacy practices of the external organisation will apply. MB Accountants LTD is not responsible for the privacy practices or content of third-party websites.
We recommend reviewing the privacy information provided by any external website before submitting personal information.
Raising a concern
If you have a question or concern about how MB Accountants LTD uses your personal information, please contact us first so we can look into the matter.
You also have the right to raise a complaint with the UK Information Commissioner's Office if you are unhappy with the way your personal information has been handled.
Visit the Information Commissioner's OfficeChanges to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our services, legal requirements, website functionality or the way we handle personal information.
When the policy is updated, the date shown at the top of this page should also be updated.
Questions about your personal information?
If you would like to exercise your data protection rights or have a question about this Privacy Policy, please contact MB Accountants LTD.
Get in touch
If your question relates to an existing or potential accountancy service, you can arrange a consultation with MB Accountants LTD.
Book a Consultation Clear, professional support from MB Accountants LTD.