Privacy Notice

GD Accountancy Group Ltd provides accountancy, taxation, bookkeeping, payroll, business support and related professional services.

For the purposes of UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, GD Accountancy Group Ltd will normally act as a data controller in relation to the personal information we hold about our clients and contacts.

Depending on the services we provide to you, we may collect and process information including:

• Your name, address, telephone number and email address.
• Date of birth and National Insurance number.
• Unique Taxpayer Reference (UTR) and other HMRC information.
• Company and business information.
• Financial and accounting records.
• Bank account and transaction information.
• Payroll and employment information.
• Identification documents required for identity verification, anti-money laundering and regulatory purposes.
• Information relating to your business, employees, directors or shareholders.
• Correspondence and communications between you and us.
• Information you provide through our website, forms, software or other systems.

We only collect information that is reasonably required to provide our services, meet our professional obligations and comply with the law.

We may use your personal information to:

• Provide accountancy, tax, bookkeeping, payroll and advisory services.
• Prepare and submit information and returns to HM Revenue & Customs and Companies House where authorised or required.
• Communicate with you regarding your affairs and our services.
• Maintain appropriate client and business records.
• Verify your identity and undertake anti-money laundering checks.
• Meet our legal, regulatory and professional obligations.
• Manage our relationship with you, including invoicing and administration.
• Improve and manage our services and business operations.
• Establish, exercise or defend legal claims.

Depending on the circumstances, we may process your personal information because:

• It is necessary to perform our contract with you or take steps at your request before entering into a contract.
• We have a legal or regulatory obligation to process the information.
• Processing is necessary for our legitimate business interests, provided those interests do not override your rights.
• You have given consent where consent is the appropriate lawful basis.

Where necessary and appropriate, information may be shared with organisations involved in providing or supporting our services, including:

• HM Revenue & Customs.
• Companies House.
• Accountancy, bookkeeping, payroll and taxation software providers.
• Cloud storage and IT service providers.
• Professional advisers and service providers.
• Anti-money laundering and identity verification providers.
• Other third parties where you have authorised us to do so or where disclosure is required by law.

We do not sell your personal information.

Where we use third-party service providers, we take reasonable steps to ensure appropriate safeguards are in place for the protection of personal information.

Some of the software, cloud or technology providers we use may process or store information outside the United Kingdom.

Where personal information is transferred internationally, we take reasonable steps to ensure that appropriate safeguards required by UK data protection legislation are in place.

We retain personal information for as long as reasonably necessary to provide our services and to comply with our legal, regulatory, taxation, insurance and professional obligations.

Retention periods may vary depending on the type of information and the services provided.

We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.

However, no electronic communication or storage system can be guaranteed to be completely secure.

Depending on the circumstances, UK data protection legislation may give you rights including the right to:

• Request access to personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your information in certain circumstances.
• Request restriction of processing.
• Object to certain types of processing.
• Request transfer of your information where applicable.
• Withdraw consent where processing is based on consent.

Some of these rights are subject to legal and regulatory exceptions. For example, we may be required to retain certain records even where you ask us to delete them.

To exercise your rights, please contact GD Accountancy Group Ltd.

You also have the right to raise a concern with the Information Commissioner’s Office (ICO) if you are unhappy with how your personal information has been handled.

We may update this Privacy Notice periodically to reflect changes to our services, business practices, legal requirements or regulatory guidance.

The latest version will be made available through our website.

If you have any questions regarding this Privacy Notice or how your personal information is handled, please contact:

GD Accountancy Group Ltd
Email: gemma@thegdhq.com
Telephone: 07867 005992
Registered Office: Unit 1 Crossways, Market Street, Clay Cross, S45 9JE