Privacy Policy

PURPOSE OF THIS NOTICE

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This notice describes how we collect and use personal data about you in accordance with the General Data Protection Regulation (GDPR).

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1. ABOUT US

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Hollis and Co Limited, is an accountancy and tax advisory firm. We are registered in England and Wales as a limited liability company under number:5408277. Our registered office is at 35 Wilkinson Street Sheffield S10 2GB. Please write to this address with any enquiries, notices or requests.

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We are the ‘data controller’ responsible for deciding how we hold and use personal data about you. A data protection manager is responsible for answering enquiries about our treatment of your personal data.

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2. HOW WE MAY COLLECT YOUR PERSONAL DATA

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We obtain personal data about you, for example, when:

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• you request a proposal from us for services;
• during the provision of those services;
• you contact us by email, telephone or post or
• from third parties such as from your employer, HMRC, banks, stockbrokers and other investment advisers or from Companies House.

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3. THE KIND OF INFORMATION WE HOLD ABOUT YOU

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This may include:

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• personal details such as your name and address, dates of birth, national insurance number, tax reference numbers and communications with you etc;
• details of contact we have had with you in relation to the proposed and actual provision of services and complaints;
• details of your income from all sources, expenses that are relevant to your taxation affairs and accounts, investments you hold, bank accounts, real property and other assets.

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4. HOW WE USE PERSONAL DATA WE HOLD ABOUT YOU

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We process your personal data under the contract you have with us, this will typically involve completion of taxation returns or your accounts.  

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We may use your personal data for our own legitimate interests. This might include advising you of other services we offer such as specialist advice or fee insurance for HMRC enquiry costs.

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We may also process your personal data without your knowledge or consent where we are legally required or permitted to do so.

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Data retention

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We will only retain your personal data for as long as is necessary.

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In many circumstances the law or regulation may require us to retain data for a minimum of six years. We may decide to retain data for longer periods than this if r it may be needed to defend a claim against us. We may retain data indefinitely if we think information may be helpful in providing advice in future, a typical reason would be to obtain capital gains tax base costs.

5. DATA SHARING

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We will share your personal data with third parties where we are required by law, where it is necessary to administer the relationship between us or where you instruct us to.

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Third-party service providers may deal with company formations, providing fee insurance, specialist tax advice, and banking services.

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We may share your personal data with a regulator.

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6. TRANSFERRING PERSONAL DATA OUTSIDE THE EEA

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We will not transfer the personal data outside of the EEA.

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7. DATA SECURITY

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We have put in place reasonable and appropriate security measures to prevent your personal data from being lost or accessed in an unauthorised way. We limit access to your personal data to those employees, and consultants who work with us. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

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We will notify you and any applicable regulator of a suspected data breach where we are legally required to do so.

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8. RIGHTS OF ACCESS, CORRECTION, ERASURE, AND RESTRICTION

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Should your personal information change, please notify us of any changes.

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Under certain circumstances, by law you have the right to:

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• Request access to your personal data.
• Request correction of the personal data that we hold about you.
• Request erasure of your personal data.
• Object to processing of your personal data where we are relying on a legitimate interest.
• Request the restriction of processing of your personal data.
• Request the transfer of your personal data to you or another data controller

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If you want to exercise any of the above rights please write to us.

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9. RIGHT TO WITHDRAW CONSENT

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In the limited circumstances where you may have provided your consent to use of your personal data you have the right to withdraw your consent.

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10. CHANGES TO THIS NOTICE

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Any changes we may make to our privacy notice in the future will be provided to you either by display on our website, email or post. This privacy notice was last updated on 25 May 2018.

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11. COMPLAINTS

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You also have the right to make a complaint to the Information Commissioner's Office (ICO):

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Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, SK9 5AF. Telephone - 01625 545 745

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