Legal Policies
Privacy Policy
Last updated: 21 April 2026
Somerset Accountancy Services Ltd (Company No. 04483112) ('we', 'us', 'our') is committed to protecting and respecting your privacy in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Who We Are
Somerset Accountancy Services Ltd is a UK accountancy firm regulated by the Institute of Chartered Accountants in England and Wales (ICAEW).
Registered Office: 22 Wessex Park, Somerton, TA11 6SB.
Somerset Accountancy Wills Ltd (Company No. 16670309), is a member of the Institute of Professional Willwriters (IPW), a self-regulatory professional body, operating in accordance with its Code of Practice, providing wills and LPA services where applicable.
ICO Registration Number: Z798974X
2. Information We Collect
We may collect and process:
- Personal details (name, address, email, phone)
- Financial and business information
- Identification documents (AML compliance)
- Website usage data (including analytics)
3. Lawful Basis for Processing
We process personal data under:
- Contractual obligation
- Legal obligation (including AML regulations)
- Legitimate interests
- Consent (where applicable)
4. How We Use Your Data
We use your data to:
- Provide professional services
- Comply with legal and regulatory obligations
- Communicate with you
- Improve our services and website
5. Data Sharing
We may share your data with:
- HMRC and regulatory bodies
- Software providers and cloud systems
- Professional advisers
- Third parties where required by law
6. Data Retention
We retain data as required by law and regulation, typically for 6–7 years after the end of the client relationship, or longer where required.
7. Data Security
We implement appropriate technical and organisational measures to safeguard personal data.
8. Your Rights
You have the right to:
- Access your data
- Correct inaccurate data
- Request erasure (where applicable)
- Restrict processing
- Data portability
- Lodge a complaint with the Information Commissioner’s Office (ICO)
9. Contact
For data protection enquiries, please contact our Data Protection Contact at info@somersetaccountancy.co.uk or by writing to Somerset Accountancy Services Ltd, 22 Wessex Park, Somerton, TA11 6SB. If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.
Terms of Use
Last updated: 21 April 2026
By using this website, you agree to these terms.
1. Information Only
The content on this website is for general information purposes only and does not constitute professional advice.
2. No Reliance
You should not rely on website content without obtaining specific professional advice.
3. Limitation of Liability
Somerset Accountancy Services Ltd is not liable for any loss arising from reliance on information on this website.
For complaints regarding our professional services (as opposed to website content), please refer to the formal complaints procedure on our Trust & Transparency page.
4. Intellectual Property
All content is owned by Somerset Accountancy Services Ltd and may not be reproduced without permission.
5. External Links
We are not responsible for content on third-party websites linked from this site.
6. Changes
We may update these terms and policies from time to time.
7. Governing Law and Jurisdiction
These terms are governed by the laws of England and Wales. Any disputes arising in connection with this website shall be subject to the exclusive jurisdiction of the courts of England and Wales.