Privacy Policy

1. Introduction
Bonmont Accountants Ltd (“we”, “us”, “our”) is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you engage our services or visit our website. We act as a Data Controller under the UK GDPR and the Data Protection Act 2018.

2. Information We Collect
We may collect and process the following types of personal data:
• Identification details (e.g. name, date of birth, National Insurance number, UTR, passport/driving licence)
• Contact details (e.g. address, email, phone number)
• Financial information (e.g. bank details, payroll records, tax returns, accounts)
• Employment and business details (e.g. company accounts, VAT records)
• Communications (emails, letters, meeting notes)

3. How We Use Your Information
We process your personal data for the following purposes:
• To provide accountancy, tax, and advisory services
• To comply with legal obligations (e.g. HMRC reporting, Money Laundering Regulations)
• To manage our relationship with you, including invoicing and communications
• To meet our professional and regulatory requirements
• For internal record-keeping and practice management

4. Legal Basis for Processing
We process personal data under one or more of the following lawful bases:
• Contractual obligation: To perform the services you have engaged us to provide
• Legal obligation: To comply with tax, company, and anti-money laundering laws
• Legitimate interests: To manage our business effectively and improve our services
• Consent: Where required (e.g. for marketing communications)

5. Sharing Your Information
We may share your data with:
• HMRC, Companies House, and other regulators as required by law
• Professional service providers (e.g. IT support, software providers, insurers)
• Our professional body (ACCA) during regulatory reviews
• Third parties only where required by law or where you have given consent
We do not sell or share your data for marketing purposes.

6. Data Retention
We will retain your personal data for as long as required to fulfil our legal and professional obligations. Typically, we keep records for at least 6 years after
the end of our engagement, unless a longer retention period is required by law.

7. Security
We take appropriate technical and organisational measures to safeguard your data against unauthorised access, alteration, disclosure, or destruction.

8. Your Rights
You have the following rights under UK data protection law:
• To access a copy of your personal data
• To request correction of inaccurate or incomplete data
• To request deletion of your data (where legally permissible)
• To restrict or object to processing in certain circumstances
• To data portability (transfer of your data to another provider)
You may exercise these rights by contacting us (see Section 10).

9. Complaints
If you are concerned about how we handle your data, please contact us in the first instance. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
Website: www.ico.org.uk
Helpline: 0303 123 1113

10. Contact Us
For any questions or to exercise your data protection rights, please contact:
Bonmont Accountants Ltd
Registered Office: 10 Derwent Street, Keswick, Cumbria, CA12 5AL
Email: info@bonmont.co.uk
Phone: 017687 85785