Who we are
This is the privacy statement of Headley Meredith Associates, Chartered Accountants and Chartered Tax Advisers.
This privacy statement explains how we collect and use personal information about you.
What personal information we collect
The type of information we collect from you will vary depending upon the services you engage us to deliver. The personal information may include your:
- telephone number
- email address
- Unique Tax Reference (UTR) number
- National Insurance number
- Bank account details
- Proof of identity
Where we collect personal information from
We obtain personal information about you when you contact or engage us to deliver our services. This may include handover information from previous agents. We may also obtain personal information when you visit our website.
How we use your personal information
We may use your personal information to:
- deliver services and meet legal responsibilities
- verify identity where this is required
- communicate by post, email or telephone
- understand needs and how they may be met
- maintain records
- process financial transactions
- prevent and detect crime, fraud or corruption
Who we share your personal information with
We will not sell or rent your information to third parties.
Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.
We may pass your information to our third party service providers, agents, and subcontractors and other associated organisations for the purposes of completing tasks and providing services to you. When we use third party service providers, we disclose only the personal information that is necessary to deliver the service, and we have a contract in place that requires them to keep your information secure.
We will not release your personal information to third parties unless you have either requested that we do so, or it is required to complete a task requested by you, or we are required to do so by law, for example, by a court order or for the purposes of crime prevention and detection, fraud or corruption.
How long we retain your personal information for
We retain personal data to provide our services, stay in contact with you and to comply with applicable laws, regulations and professional obligations that we are subject to. We retain personal data for 7 years unless a different time frame applies because of business need or specific legal, regulatory or contractual requirements, in which case we retain personal data in accordance with these uses.
We will dispose of personal data in a secure manner when we no longer need it.
Holding personal information outside the EEA
We store personal data on servers located in the European Economic Area (EEA).
We may sometimes use third party data processors that are located outside of the EEA. Where we transfer any personal data outside the EEA, we will take all reasonable steps to ensure that your data is treated as safely and securely as it would be within the UK and under the General Data Protection Regulation.
Access to your information – You have the right to request a copy of the personal information about you that we hold.
Correcting your information – We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.
Deletion of your information You have the right to ask us to delete personal information about you where:
- You consider that we no longer require the information for the purposes for which it was obtained.
- We are using that information with your consent and you have withdrawn your consent – see Withdrawing consent to using your information below.
- You have validly objected to our use of your personal information – see Objecting to how we may use your information below.
- Our use of your personal information is contrary to law or our other legal obligations.
Objecting to how we may use your information – You have the right at any time to require us to stop using your personal information for direct marketing purposes. In addition, where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.
Restricting how we may use your information – In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where this is no longer a basis for using your personal information but you don’t want us to delete the data. Where this right to validly is exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.
Withdrawing consent using your information – Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given. Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.
Changes to our privacy statement
We keep this privacy statement under regular review and will place any updates on our website. Paper copies of the privacy statement may also be obtained by contacting us at the address below.
This privacy statement was last updated on 23 May 2020
Contact information and further advice
Headley Meredith Associates
11 &13 Church Street
Telephone – 01384 904090
Website – www.hma.tax
We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner’s Office, whose contact details are as follows:
Information Commissioner’s Office
Telephone – 0303 123 1113 (local rate) or 01625 545 745
Website – https://ico.org.uk/concerns