Privacy Policy
Privacy Policy
Effective Date: 1st February 2025
Last Updated: 15th February 2025
At Prime Edge Accountants, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website www.primeedgeaccountants.co.uk, or engage with us directly as a client.
1. Who We Are
Prime Edge Accountants provides accounting, tax, and business advisory services to clients in England and Wales. We are the data controller for personal data collected through our website and in connection with the provision of professional services.
If you have any questions about this Privacy Policy or your data, you can contact us at:
Prime Edge Accountants
62, Symphony Road, Cheltenham GL51 6GJ
Email: info@primeedgeaccountants.co.uk
Telephone: 07342862259
2. What Personal Data We Collect
Data Collected via the Website
We may collect and process the following types of personal data when you use our website:
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Name
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Email address
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Phone number
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Business information
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IP address and browser data
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Cookies and similar technologies (see our Cookie Policy for more details)
Client Data Collected for Accounting Services
In connection with providing accounting, tax, and business advisory services, we may collect additional personal data, including:
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Full name, date of birth, and contact details
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National Insurance number, Unique Taxpayer Reference (UTR), and other tax identifiers
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Financial information, such as bank account details, income, expenses, and investment information
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Employment details and payroll information
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Records of communications, contracts, and agreements
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Sensitive personal data (e.g., health data related to tax relief claims), where necessary and with explicit consent
3. How We Use Your Personal Data
We collect and use personal data for the following purposes:
Website Users
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To respond to inquiries and provide information about our services
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To improve our website and ensure it functions effectively
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To send relevant updates and communications (with your consent)
Clients
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To provide accounting, tax, and advisory services
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To comply with legal obligations (e.g., anti-money laundering regulations)
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To communicate with you regarding your accounts and tax matters
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To manage payments and invoicing
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To maintain accurate business records and meet our professional obligations
4. Lawful Basis for Processing
The lawful basis for processing your personal data depends on the specific context in which we collect it. This includes:
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Contractual necessity: To provide services and fulfill our contract with you.
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Legal obligation: To comply with our legal and regulatory obligations (e.g., tax reporting, anti-money laundering compliance).
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Legitimate interests: For business operations, provided these do not override your rights.
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Consent: Where you have given clear consent (e.g., for marketing communications or processing sensitive data).
5. Sharing Your Personal Data
We may share your personal data with trusted third parties, including:
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HM Revenue & Customs (HMRC) and other relevant government bodies
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Regulatory authorities (e.g., for compliance with legal obligations)
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Service providers: IT services, cloud storage providers, and other professional services
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Professional advisors: Such as auditors, solicitors, and consultants
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Banking institutions for processing payments
All third parties we work with are required to comply with GDPR and protect your data.
6. International Data Transfers
If we transfer your data outside the UK or the European Economic Area (EEA), we will ensure it is protected by appropriate safeguards, such as standard contractual clauses approved by the ICO.
7. How Long We Keep Your Data
We retain personal data for as long as necessary to fulfill the purposes outlined in this policy or as required by law. For example:
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Client data related to tax and accounting services may be retained for at least six years to comply with legal obligations.
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Marketing data will be retained until you withdraw your consent.
8. Your Rights
Under the GDPR, you have several rights regarding your personal data:
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Access: Request a copy of the personal data we hold about you.
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Correction: Request correction of inaccurate or incomplete data.
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Erasure: Request deletion of your personal data (right to be forgotten).
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Restriction: Request that we restrict processing of your data.
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Data portability: Receive your data in a structured, commonly used format.
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Objection: Object to the processing of your personal data for certain purposes.
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Withdraw consent: Where we rely on your consent, you can withdraw it at any time.
To exercise any of these rights, please contact us at info@primeedgeaccountants.co.uk. We will respond within one month, in accordance with GDPR requirements.
9. Cookies and Tracking Technologies
Our website uses cookies to enhance user experience and improve our services. For more information, please see our Cookie Policy.
10. Data Security
We take appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or disclosure. This includes secure storage, encryption, and regular security reviews.
11. Links to Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the content, privacy policies, or practices of these external sites.
12. Changes to This Privacy Policy
We may update this policy from time to time. Any changes will be posted on this page, and where appropriate, we will notify you via email or on the website.
13. How to Contact Us
If you have any questions about this Privacy Policy or your personal data, please contact us at:
Prime Edge Accountants
62, Symphony Road, Cheltenham GL51 6GJ
Email: info@primeedgeaccountants.co.uk
Telephone: 07342862259
Need Assistance?
If you are unhappy with how we process your data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk.