Privacy Policy

Last updated: 4 November 2026

This privacy policy explains how Ann Accounting (“we”, “us”) collects and uses personal information when you visit annaccounting.co.uk, contact us or use our accounting services. We process personal data in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Who we are

Ann Accounting is the data controller for the information described in this policy. You can contact us by email at office@annaccounting.co.uk or by phone on 07930 219658.

What information we collect

• Contact details you give us, such as your name, phone number, email and postal address.
• Information needed to provide our services, such as your National Insurance number, Unique Taxpayer Reference (UTR), income and expenses, bank statements, invoices and other financial documents.
• Technical information collected automatically when you use the website, such as your IP address and browser type (see “Cookies” below).

How we use your information

• To answer your enquiry and prepare a quote (legal basis: steps taken at your request before entering into a contract).
• To provide bookkeeping, tax return, payroll and other accounting services you have asked for (legal basis: performance of a contract).
• To meet our legal and regulatory obligations, including anti-money laundering checks and record keeping (legal basis: legal obligation).
• To keep the website secure and working properly (legal basis: our legitimate interests).

We do not sell your personal information and we do not use it for unsolicited marketing.

Who we share it with

We only share your information where necessary to provide our services or where required by law, for example with HM Revenue & Customs (HMRC), Companies House, the accounting and tax software we use, our IT, email and website hosting providers, and our professional advisers or supervisory body. These parties may only use your information for the purposes we give them.

How long we keep it

We keep client records for at least 6 years after the end of the tax year they relate to, or longer where the law requires. Enquiries that do not lead to a service are deleted within 12 months.

Cookies

This website uses cookies that are necessary for it to work and, only with your consent, cookies that help us understand how the website is used. You can accept, reject or change your cookie choices at any time using the cookie banner, and you can also block or delete cookies in your browser settings.

Your rights

You have the right to ask for a copy of your personal information, to have it corrected or deleted, to restrict or object to how we use it, and to withdraw consent where we rely on it. Some information must be kept by law and cannot be deleted before the legal retention period ends. To make a request, contact us at office@annaccounting.co.uk. If you are unhappy with how we handle your information, you can complain to the Information Commissioner’s Office (ICO) at ico.org.uk or on 0303 123 1113.

Changes to this policy

We may update this policy from time to time. The latest version will always be available on this page.