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Privacy Policy

Effective date: 17/02/2026
Last updated: 01/03/2026

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1. Who We Are

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SterlingPoint Accountancy Ltd is a firm of AAT Licensed Accountants providing accountancy, taxation and payroll services in the United Kingdom.

We are licensed and regulated by the Association of Accounting Technicians (AAT).
Telephone: +44 7954 108586
Company registration number: 17039480

For the purposes of UK data protection law, SterlingPoint Accountancy Ltd is the “data controller” of your personal data.

We comply with the UK General Data Protection Regulation and the Data Protection Act 2018.

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2. What Personal Data We Collect

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A. Information You Provide via Our Website

When you complete our website contact form, we may collect:

  • Your name

  • Email address

  • Telephone number

  • Business name (if applicable)

  • Details about your enquiry

We use this information to respond to your enquiry and assess whether we can provide services to you.

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B. Client Data (If You Engage Our Services)

If you become a client, we may collect and process:

  • Full name and contact details

  • Date of birth

  • National Insurance number

  • Unique Taxpayer Reference (UTR)

  • PAYE references

  • Payroll information

  • Employee details (where payroll services are provided)

  • Bank account details

  • Financial records and accounting data

  • Copies of identification documents for anti-money laundering compliance

This data is necessary to provide professional accountancy, tax and payroll services.

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C. Website and Technical Data

When you use our website, we may collect:

  • IP address

  • Browser type and version

  • Pages visited

  • Date and time of visits

  • Cookie data (where applicable)

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3. How We Use Your Personal Data

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We use your personal data to:

  • Respond to website enquiries

  • Provide accountancy, taxation and payroll services

  • Submit returns and information to HMRC

  • Administer PAYE schemes and RTI submissions

  • Comply with anti-money laundering regulations

  • Maintain internal business records

  • Improve our website and services

  • Meet our professional obligations as AAT Licensed Accountants

We do not sell or trade your personal data.

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4. Lawful Basis for Processing

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Under UK data protection law, we rely on the following lawful bases:

  • Contract – to provide agreed professional services

  • Legal obligation – to comply with tax, payroll, AML and regulatory requirements

  • Legitimate interests – for running and improving our business

  • Consent – where required (for example, marketing communications)

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5. Payroll and Tax Services

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As part of our payroll and tax services, we process personal and financial data to:

  • Operate PAYE schemes

  • Submit Real Time Information (RTI) returns

  • Prepare and file tax returns

  • Communicate with HM Revenue and Customs (HMRC) on your behalf

Payroll processing may involve handling employee personal data on behalf of our business clients.

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6. Regulatory and Professional Requirements

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As AAT Licensed Accountants, we are subject to professional rules and monitoring by the Association of Accounting Technicians.

We may be required to disclose information where:

  • Requested as part of regulatory monitoring

  • Required by law

  • Necessary to comply with anti-money laundering legislation

All disclosures are made in accordance with data protection law.

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7. Sharing Your Information

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We may share your information with:

  • HM Revenue and Customs

  • Pension providers (for payroll services)

  • Cloud accounting and payroll software providers

  • IT and data hosting providers

  • Professional advisers

  • Regulators or law enforcement where legally required

We ensure all third parties process data securely and in compliance with UK data protection law.

We do not transfer personal data outside the UK unless appropriate safeguards are in place.

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8. Data Retention

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We retain client records for at least 6 years after the end of the relevant financial year, in line with tax and regulatory requirements.

Anti-money laundering records are retained in accordance with statutory requirements.

Website enquiry data is retained only as long as necessary to respond to your enquiry or maintain appropriate business records.

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9. Data Security

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We implement appropriate technical and organisational measures to protect personal data, including:

  • Secure accounting and payroll systems

  • Password protection and access controls

  • Encrypted systems where applicable

  • Confidentiality obligations for staff

  • Secure document storage and disposal procedures

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10. Your Rights

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Under the UK GDPR, you have the right to:

  • Access your personal data

  • Request correction of inaccurate information

  • Request erasure (where legally permissible)

  • Restrict processing

  • Object to processing

  • Request data portability

To exercise your rights, please contact us using the details above.

You also have the right to lodge a complaint with the UK supervisory authority:

Information Commissioner's Office
Website: https://ico.org.uk

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11. Cookies

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Our website may use cookies to improve functionality and analyse website traffic.

You can manage cookies via your browser settings. Where required, a cookie banner will request your consent before non-essential cookies are placed.

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12. Changes to This Policy

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We may update this Privacy Policy from time to time. The most current version will always be available on our website.

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