PRIVACY POLICY

United Accounts & Tax Advisors

1. Introduction

This Privacy Policy explains how United Accounts & Tax Advisors (“we”, “us”, “our”) collects, uses, stores, and protects personal data in accordance with UK data protection laws, including the UK GDPR and Data Protection Act 2018.

2. Information We Collect

We may collect and process the following personal data:

  • Full name

  • Contact details (email address, phone number, postal address)

  • Financial and tax-related information

  • Business details (where applicable)

  • Identification documents (where required by law)

  • Website usage data (IP address, cookies, browser type)

3. How We Use Your Information

We use personal data to:

  • Provide accounting, tax, and advisory services

  • Communicate with clients

  • Process invoices and payments

  • Comply with legal and regulatory obligations

  • Improve our services and website performance

  • Prevent fraud or misuse of services

4. Legal Basis for Processing

We process personal data based on:

  • Contractual necessity (to deliver services)

  • Legal obligations (tax and regulatory compliance)

  • Legitimate interests (business operations and service improvement)

  • Consent (where required, such as marketing communications)

5. Data Sharing

We do not sell personal data. We may share data with:

  • HM Revenue & Customs (HMRC)

  • Regulatory authorities

  • Payroll or accounting software providers

  • Professional advisers (e.g., auditors, legal consultants)

  • IT and cloud service providers

All third parties are required to maintain confidentiality and data protection standards.

6. Data Retention

We retain personal data only for as long as necessary to:

  • Provide services

  • Meet legal and regulatory requirements

  • Resolve disputes
    Retention periods may vary depending on legal obligations.

7. Data Security

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

8. Your Rights

Under data protection law, you have the right to:

  • Access your personal data

  • Request correction of inaccurate data

  • Request deletion of your data (where applicable)

  • Restrict or object to processing

  • Data portability

  • Withdraw consent (where applicable)

Requests can be made using the contact details below.

9. Cookies

Our website uses cookies to improve user experience and analyse traffic. See our Cookies Policy for further details.

10. International Transfers

If data is transferred outside the UK, we ensure appropriate safeguards are in place to protect your information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be published on our website.

12. Contact Information

For questions or requests regarding this Privacy Policy, contact us