T&E Consultancy Ltd is an AAT-licensed accountancy practice. We are committed to protecting your personal data and complying with the UK GDPR and Data Protection Act 2018.
1. Information We Collect
We may collect:
Your contact details (name, email, phone)
Identification information (for anti-money-laundering checks)
Financial information needed for accounting and tax services
Business details if you are a business client
Basic website usage data (e.g., IP address, cookies)
2. How We Use Your Information
We use your information to:
Provide accounting, tax, bookkeeping, and payroll services
Communicate with you regarding your services
Meet legal and regulatory obligations (HMRC, AAT, AML regulations)
Maintain internal business and financial records
3. Legal Reasons We Process Data
We process your data because:
It is necessary to deliver the services you request
We have legal and regulatory obligations
We have legitimate business interests
You have given consent (where applicable)
4. Sharing Your Data
We may share your data with:
HMRC, Companies House, AAT, or other regulators
Trusted software providers (e.g., accounting platforms)
Legal or professional advisers
We do not sell your data.
5. How Long We Keep Your Data
Accounting records: 6–7 years
AML records: 5 years after our work ends
General enquiries: up to 12 months
We only keep your data for as long as necessary.
6. Your Rights
You have the right to:
Access your personal data
Correct inaccurate information
Request deletion (where applicable)
Object to or restrict certain processing
Make a complaint to the ICO (Information Commissioner’s Office)
7. Contact Us
If you have any questions or wish to exercise your data rights, please contact:
Email: taylor.mcdonnell@teconsultancy.co.uk
Business: T&E Consultancy Ltd