Company Policy

Last Updated: July 2026

 

Accountant Pal Ltd ("we," "our," or "us") is committed to protecting the privacy and security of your personal and financial data. This privacy policy explains how we collect, use, store, and safeguard your information when you visit our website or engage our professional accounting and tax services.

 

1. Who We Are

Accountant Pal Ltd is an accountancy firm based in Burnley, Lancashire. For the purposes of UK data protection laws, we operate as a "Data Controller" of the personal information you share with us.

• Firm Name: Accountant Pal Ltd

• Primary Email: Info@accountantpal.co.uk

• Address: Please refer to Companies House to see our updated registered address.

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2. Information We Collect

We collect personal and corporate information necessary to deliver professional financial services. This includes:

• Contact Data: Your name, business name, physical address, email address, and phone numbers.

• Financial & Tax Data: National Insurance numbers, UTR numbers, corporate tax records, bank statements, payroll data, and invoice histories.

• Technical Data: IP addresses and basic traffic analytics collected automatically when you browse our website.

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3. How We Use Your Information

We process your personal data under strict lawful bases to fulfil our contractual obligations and regulatory duties, specifically for:

• Registering self-employment, partnership accounts, and limited company frameworks.

• Preparing and submitting accurate Self-Assessments, Company Accounts, CIS deductions, and VAT returns directly to HMRC.

• Managing day-to-day bookkeeping, management accounts, and internal payroll routines.

• Complying with statutory obligations, including UK Anti-Money Laundering (AML) regulations

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4. Data Sharing and Third Parties

We never sell, rent, or trade your personal data with third-party marketing firms. Your data is only shared with authorized processing entities necessary to conduct your business, including:

• HMRC (His Majesty’s Revenue and Customs): For official tax filings under our capacity as a Registered Tax Agent.

• Authorized Cloud Software Providers: Secure, encrypted cloud accounting platforms utilized to safely hold and reconcile your financial transactions.

• Legal Authorities: Only when explicitly required under prevailing UK statutory laws.

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5. Data Security & Retention

We implement industry-standard electronic safeguards, firewalls, and secure access protocols to shield your confidential financial records from data breaches or unauthorized exposure. By UK tax law, we are legally required to securely retain your financial files for a minimum of 6 years following the end of the relevant tax year.

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6. Your Legal Rights Under UK GDPR

You maintain absolute statutory rights regarding your personal records held by our firm. You have the right to:

• Request formal access to copies of all personal files we hold about you.

• Request immediate rectification of any factual inaccuracies or outdated records.

• Request the complete erasure of your records (where legal statutory retention periods allow).

• Withdraw consent for data processing at any moment.

To exercise any of your data protection rights, please contact us directly via info@accountantpal.co.uk

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7. Equal Opportunities Policy

Accountants Pal is committed to providing equal opportunities for all employees, clients, and business partners.

We do not discriminate on the grounds of age, disability, gender reassignment, marriage or civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation, in accordance with the Equality Act 2010.

Employment decisions are based solely on merit, qualifications, experience, and business requirements. We are committed to maintaining a workplace that is inclusive, respectful, and free from discrimination, harassment, bullying, and victimisation.

8. Code of Ethics

Professional integrity is at the heart of everything we do.

Accountants Pal is committed to conducting business in accordance with the ethical principles expected of professional accountants. We strive to:

• Act with honesty, integrity, and professionalism.

• Maintain client confidentiality and data security.

• Provide objective and independent professional advice.

• Comply with all applicable UK laws, regulations, and professional standards.

• Avoid conflicts of interest wherever possible.

• Deliver accurate, timely, and reliable accounting and taxation services.

• Treat clients, colleagues, suppliers, and regulators with fairness and respect.

We continually seek to maintain the trust and confidence of our clients through high standards of professional conduct.

9. Anti-Bribery and Anti-Corruption Policy

Accountants Pal operates a zero-tolerance approach to bribery and corruption.

We are committed to complying with the Bribery Act 2010 and prohibit any employee, contractor, or representative from offering, giving, requesting, or accepting any bribe, facilitation payment, or other improper advantage.

We expect everyone working for or on behalf of Accountants Pal to:

• Conduct business honestly and ethically.

• Avoid conflicts of interest.

• Declare any gifts or hospitality that may create a conflict.

• Report any suspected bribery or corruption immediately.

Any breach of this policy may result in disciplinary action and, where appropriate, referral to the relevant authorities.

10. Grievance Policy

Accountants Pal is committed to providing a professional, respectful, and supportive working environment.

Employees are encouraged to raise concerns relating to workplace matters, discrimination, harassment, bullying, health and safety, or any other employment issue without fear of retaliation.

All grievances will be:

• Handled confidentially where appropriate.

• Investigated fairly and promptly.

• Considered impartially.

• Resolved in accordance with UK employment legislation and company procedures.

11. Anti-Money Laundering (AML) Policy

Accountants Pal is committed to preventing money laundering, terrorist financing, tax evasion, fraud, and other financial crime.

As an ACCA Registered accountancy practice and an HMRC Registered Agent, we comply with all applicable UK Anti-Money Laundering legislation, including the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (as amended), the Proceeds of Crime Act 2002, and the Terrorism Act 2000.

Our AML procedures include:

• Verifying the identity of clients before commencing engagements where required.

• Applying a risk-based approach to client acceptance and ongoing monitoring.

• Conducting Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) where appropriate.

• Maintaining accurate records in accordance with legal and regulatory requirements.

• Reporting suspicious activity where required by law.

• Providing regular AML awareness and compliance training for relevant personnel.

• Reviewing our AML policies and procedures on a regular basis.

We are committed to protecting our clients, our business, and the integrity of the UK's financial system by maintaining robust AML controls and complying with our legal obligations.

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12. Privacy Policies:

Your privacy is important to us. This Privacy Policy is designed to provide clear and transparent information about how we collect, use, disclose, and protect your personal information. We are committed to maintaining the confidentiality and security of your data and to complying with all applicable privacy and data protection laws. We encourage you to review this Privacy Policy periodically to stay informed about how your information is handled and protected.

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Contact

If you have any questions regarding these policies or wish to raise a concern, please contact Accountants Pal using the contact details provided on our website. We are committed to responding professionally and in accordance with our legal and regulatory obligations