Privacy Policy and Disclaimer

Last updated: May 2026

Introduction

Moneywize Accountants & Tax Advisors (“Moneywize”, “we”, “us” or “our”) takes the protection of your privacy and personal information seriously. We are committed to handling personal data fairly, transparently and securely and in accordance with applicable UK data protection legislation.

This Privacy Policy explains how we collect, use, store, share and protect personal information when you visit our website, contact us, make an enquiry, become a client, use our online services or otherwise interact with Moneywize. It also explains your rights in relation to the personal information we hold about you.

We process personal information in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and, where applicable, the Privacy and Electronic Communications Regulations (PECR).

1. Who We Are

Moneywize Accountants & Tax Advisors is a UK accountancy and tax advisory practice providing accounting, taxation, bookkeeping, payroll, company secretarial, business advisory and related professional services.

For the purposes of UK data protection law, Moneywize will normally act as the data controller where we determine how and why personal information is processed.

Our principal contact details are:

Moneywize Accountants & Tax Advisors
Milton Keynes Business Centre
Foxhunter Drive
Linford Wood
Milton Keynes
MK14 6GD

Telephone: 0330 320 9519
Email: info@moneywize.co.uk

2. How We Collect Personal Information

We may collect personal information directly from you when you contact us, request a quotation, complete an online form, attend a meeting, engage us to provide professional services or communicate with us by telephone, email, post or through a secure client portal.

We may also receive information from third parties where this is necessary and lawful. This may include HM Revenue & Customs (“HMRC”), Companies House, previous accountants or advisers, employers, banks, solicitors, mortgage advisers, financial advisers, businesses with which you are connected, identity verification providers and other authorised organisations.

Certain information may also be obtained from publicly available sources, including Companies House and other official registers.

3. Personal Information We May Hold

The information we hold will depend upon the nature of our relationship with you and the services we provide.

Personal and Contact Information

We may hold your name, title, date of birth, residential or business address, email address, telephone numbers, nationality and other contact or identification information.

Where required for taxation, accounting or regulatory purposes, we may also hold information such as your National Insurance number, Unique Taxpayer Reference, tax code, passport details and other identification documents.

Financial and Tax Information

Where relevant to the services we provide, we may hold information relating to income, employment, pensions, investments, property, capital gains, bank accounts, tax returns, business transactions, Corporation Tax, VAT, payroll and other financial matters.

We may also receive supporting documentation such as bank statements, invoices, payslips, tax certificates, accounting records and financial statements.

Business Information

For business clients and individuals connected with companies or other organisations, we may hold details of company names, registration numbers, directorships, shareholdings, beneficial ownership, Persons with Significant Control, business activities and trading information.

Communications and Service Information

We may retain correspondence, emails, client portal messages, meeting notes, telephone notes, enquiries, complaints and other records relating to the services we provide or discussions we have with you.

4. Special Category Personal Data

We do not routinely request special category personal data as part of our normal accountancy and tax services. However, in certain circumstances, information relating to health, racial or ethnic origin, religious beliefs, trade union membership or other protected information may become relevant to a particular matter.

Where it is necessary for us to process special category personal data, we will only do so where there is an appropriate lawful basis and an additional legal condition permitting the processing.

Information relating to criminal convictions or offences will only be processed where legally permitted and reasonably necessary.

5. How We Use Your Personal Information

We use personal information primarily to provide accounting, taxation and related professional services and to manage our relationship with you.

This may include responding to enquiries, preparing quotations and proposals, onboarding clients, verifying identities, carrying out anti-money laundering checks, preparing accounts and tax returns, providing bookkeeping, payroll and VAT services, communicating with HMRC and Companies House where authorised, issuing invoices, receiving payments and maintaining professional records.

We may also process personal information to comply with legal, regulatory and professional obligations, prevent fraud and financial crime, manage complaints, protect our business and systems, improve our services and pursue or defend legal claims.

Where permitted by law, we may also use contact information to provide relevant updates about our services, changes in taxation or other matters which we believe may be of interest.

6. Lawful Basis for Processing

We will only process personal information where we have a lawful basis for doing so.

Contract

We may process your information where this is necessary to provide services you have requested, perform our contractual obligations or take steps before entering into an agreement with you.

Legal Obligation

Certain information must be processed because we are required to comply with legal, taxation, anti-money laundering, regulatory or professional obligations.

Legitimate Interests

We may process information where necessary for our legitimate business interests, provided those interests do not override your rights and freedoms. This can include managing client relationships, improving our services, maintaining appropriate business records, protecting our systems, recovering unpaid fees and preventing fraud.

Consent

Where the law requires consent, for example in relation to certain marketing activities or optional cookies, we will obtain your consent before carrying out the relevant processing. You may withdraw your consent at any time.

7. Anti-Money Laundering and Identity Verification

As an accountancy and tax practice, Moneywize is required to comply with anti-money laundering and counter-terrorist financing legislation.

We may therefore collect and verify information relating to your identity, address, date of birth, company ownership, directors, shareholders, Persons with Significant Control, beneficial ownership, source of funds and, where appropriate, source of wealth.

We may use electronic identity verification and screening providers to assist with these checks and may compare information provided by you against public or commercial databases.

In certain circumstances, the law may require us to provide information to relevant authorities. Where legislation prevents us from notifying you that such a disclosure has been made, we will comply with those legal restrictions.

8. Dealing With HMRC and Other Authorities

Where we have appropriate authority to act on your behalf, we may receive or disclose personal information when communicating with HMRC, Companies House, The Pensions Regulator and other government departments or regulatory authorities.

Information will only be disclosed where reasonably necessary to provide the agreed service, comply with your instructions or meet our legal and professional obligations.

When dealing with HMRC or another authority, we may receive information directly relating to your tax affairs, filing history, liabilities, repayments, correspondence or other matters relevant to the services we provide.

9. Sharing Personal Information

We do not sell or rent personal information to third parties.

Where necessary, we may share information with organisations that help us provide professional services or operate our business. These may include HMRC, Companies House, government authorities, professional and regulatory bodies, accounting and tax software providers, payroll providers, document-management systems, cloud-storage providers, IT and cybersecurity providers, electronic identity verification providers, banks, payment processors, legal advisers, insurers, consultants and subcontractors.

Where another organisation processes personal information on our behalf, we take reasonable steps to ensure that appropriate confidentiality, contractual and data protection safeguards are in place.

We will only share information which is reasonably necessary for the relevant purpose.

10. Confidentiality

We recognise that the information clients provide to us is confidential.

Access to personal information is restricted to employees, contractors, subcontractors and service providers who reasonably require access to perform their duties or provide services to us.

Those individuals and organisations are expected to maintain appropriate standards of confidentiality and security.

Our professional duties as accountants and tax advisers may also impose additional confidentiality obligations upon us.

11. International Transfers

Some software, cloud-based platforms or service providers used by Moneywize may process or store information outside the United Kingdom.

Where personal information is transferred internationally, we will take appropriate steps to ensure that the transfer complies with UK data protection legislation.

This may include transferring information to a country recognised as providing an adequate level of protection or using an approved contractual safeguard such as the UK International Data Transfer Agreement or the UK Addendum to approved standard contractual clauses.

12. How We Protect Your Personal Information

We take reasonable technical and organisational measures to protect personal information against accidental loss, unauthorised access, misuse, alteration, destruction or disclosure.

Our security measures may include secure computer systems, firewalls, access controls, passwords, multi-factor authentication, encrypted systems where appropriate, secure client portals, cybersecurity protections, data backups, staff training and secure document storage.

Access is restricted to individuals who have a legitimate need to use the information.

Although we take appropriate measures to safeguard information, no method of electronic transmission or storage can be guaranteed to be completely secure.

13. Paper and Electronic Records

Documents supplied to us in paper form may be scanned and stored electronically as part of our professional records.

Original documents may be returned to you, retained where appropriate or securely destroyed once no longer required, subject to our legal, regulatory and professional obligations.

Electronic records may be held within secure accounting, tax, document-management and client-portal systems.

14. Client Portals and Password Security

Where you are provided with access to a Moneywize client portal or another secure online service, you are responsible for keeping your login details and passwords confidential.

You should use strong passwords, use multi-factor authentication where available and avoid sharing access credentials with unauthorised individuals.

If you believe that your account, password or email has been compromised, please notify us as soon as possible.

15. Personal Data Breaches

We maintain procedures for identifying and responding to suspected personal data breaches.

If a breach occurs, we will assess its nature and potential impact and take appropriate action to reduce the risk to affected individuals.

Where required by law, we will notify the Information Commissioner's Office (“ICO”) and, where appropriate, individuals affected by the breach.

16. How Long We Keep Personal Information

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected and to comply with our legal, taxation, regulatory, professional and insurance obligations.

The appropriate retention period will depend upon the type of information and the nature of our relationship with you.

As a general principle, many accounting, taxation and client records may be retained for at least seven years following the relevant accounting period or the end of our professional relationship. Some records may need to be retained for longer where required by law, regulation, professional standards, litigation or insurance requirements.

Once information is no longer required, it will be securely deleted, destroyed or anonymised as appropriate.

17. Keeping Your Information Accurate

We take reasonable steps to ensure that the information we hold is accurate and up to date.

You should notify us if your personal information changes, particularly your name, address, email address, telephone number, business details or any other information relevant to the services we provide.

18. Marketing Communications

Where permitted by law, we may send communications relating to our services, tax updates, newsletters, events, regulatory developments or other information that we believe may be relevant to you.

Where consent is required, we will obtain it before sending marketing communications.

You may opt out of marketing at any time by using the unsubscribe link contained in an email or by contacting us directly.

Opting out of marketing communications will not prevent us from sending communications that are necessary to administer your account or provide professional services.

19. Cookies and Website Information

Our Website may use cookies and similar technologies to operate Website functionality, remember preferences, understand how visitors use the Website, measure performance and improve our online services.

Where required by law, non-essential cookies will only be placed with your consent.

Further information about our use of cookies can be found in our Cookie Policy and through the cookie management settings available on our Website.

20. Website and Technical Data

When you visit our Website, certain technical information may be collected automatically.

This can include your IP address, browser type, device type, operating system, pages visited, referring website, dates and times of visits and other information about how the Website is used.

We may use this information to maintain Website security, analyse Website performance and improve our online services.

21. Third-Party Websites

Our Website may contain links to websites operated by third parties.

We are not responsible for the privacy practices, security or content of those websites.

We recommend reviewing the privacy information of any third-party website before providing personal information.

22. Your Data Protection Rights

Under UK data protection law, you have a number of rights in relation to your personal information. These rights may vary depending upon the circumstances and the lawful basis on which your information is being processed.

Right of Access

You have the right to ask whether we process your personal information and to request a copy of the information we hold about you. This is commonly referred to as a Subject Access Request.

Right to Rectification

You may ask us to correct personal information which is inaccurate or to complete information which is incomplete.

Right to Erasure

In certain circumstances, you may ask us to delete your personal information where there is no lawful reason for us to continue processing it.

This right is not absolute and does not override legal, regulatory or professional obligations requiring us to retain information.

Right to Restrict Processing

You may ask us to restrict the way in which we use your information in certain circumstances.

Right to Object

You may object to certain processing carried out on the basis of legitimate interests.

You have the right to object to the use of your personal information for direct marketing purposes at any time.

Right to Data Portability

Where the relevant legal requirements are met, you may request certain personal information in a structured, commonly used and machine-readable format.

Right to Withdraw Consent

Where we rely upon consent, you may withdraw that consent at any time.

Withdrawal of consent will not affect processing which was carried out lawfully before consent was withdrawn.

23. Exercising Your Rights

If you wish to exercise any of your data protection rights, please contact us using the details below.

We may ask you to provide information to verify your identity before releasing personal information or acting upon a request. This is an important security measure designed to ensure that personal information is not disclosed to someone who is not entitled to receive it.

We will normally respond to valid requests within one month, although the law allows additional time in certain circumstances.

There will normally be no charge for exercising your rights. However, where permitted by law, we may charge a reasonable fee or refuse to act where a request is manifestly unfounded or excessive.

24. Complaints

If you have concerns about the way Moneywize has collected, used or protected your personal information, please contact us in the first instance so that we have an opportunity to investigate and resolve the matter.

You also have the right to make a complaint to the Information Commissioner's Office (ICO), which is the independent UK authority responsible for data protection.

You do not have to contact us before raising a matter with the ICO, although we would welcome the opportunity to resolve your concerns directly.

25. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in legislation, regulation, professional requirements, technology, our services or the manner in which we process personal information.

Any updated version will be published on our Website and the date shown at the beginning of the Policy will be amended accordingly.

We recommend reviewing this Privacy Policy periodically.

26. Contact Us

If you have any questions regarding this Privacy Policy, wish to exercise your data protection rights or have concerns about the way we process personal information, please contact:

Moneywize Accountants & Tax Advisors

Milton Keynes Business Centre
Foxhunter Drive
Linford Wood
Milton Keynes
MK14 6GD

Telephone: 0330 320 9519
Email: info@moneywize.co.uk

Last updated: May 2026

© Moneywize Accountants & Tax Advisors. All rights reserved.

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