Privacy notice - professional services

ALR Accountancy Ltd - privacy notice

This privacy notice tells you what to expect us to do with your personal information.

What information we collect, use and why

We collect or use the following personal information for the operation of client accounts and to comply with legal requirements; names and contact details, Unique Tax Reference number, National Insurance number, bank account details and other details which may be required in order to deliver the required service and comply with legal obligations.

Lawful bases and data protection rights

Under UK data protection law, we have a "lawful basis" for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO's website

Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO's website.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information for the operation of client or customer accounts and for the prevention, detection, investigation or prosecution of crimes are:

Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw you consent at any time.

Legal obligation - we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right of erasure, the right to object and the right to data portability.

Public task - we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Where we get personal information from:

directly from you.

How long we keep information:

We are required by legislation, other regulatory requirements and our insurers to retain you data where we have cease to act. The period of retention required varies with the applicable legislation but is typically five or six years. To ensure compliance with all such requirements it is the policy of the firm to retain all data for a period of at least seven years from the end of the period concerned.

Who we share personal information with

Organisations we're legally obliged to share personal information with.

How to complain

if you have any concerns about our use of your personal data, you can make a complaint to us.

If you remain unhappy with how we've used your data after raising a complaint with us, you can also complain to the ICO.

The ICO's address:

Information Commissioner's Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Helpline number 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

This privacy notice was last updated on 31 March 2026