Last updated: 5 October 2025
This Privacy Policy explains how LDM Accounting Services Ltd (“we”, “us”, “our”) collects, uses and protects your information, and your rights under the UK GDPR and the Data Protection Act 2018.
1. Who we are (Data Controller)
LDM Accounting Services Ltd
Reigate, Surrey, United Kingdom
Company No: 16778267
Email: info@ldmaccounting.co.uk
Tel: 0203 051 4808
2. What data we collect
- Identity data: name, job title, date of birth, national insurance number, UTR, company details, beneficial ownership.
- Contact data: address, email, phone.
- Financial & tax data: accounting records, payroll information, invoices, bank details (for payment of fees), VAT/PAYE/CT references.
- Technical data (website): IP address, device type, browser, pages visited, referral source, and similar analytics information.
- Communications data: emails, messages, notes from calls/meetings.
3. How we collect data
- Directly from you (forms, email, phone, meetings).
- From third parties with your authority (e.g., HMRC, Companies House, previous accountants, payroll/HR providers).
- Automatically when you use our website (cookies and analytics).
4. Why we use your data (lawful bases)
- Contract: to provide our services and fulfil our engagement with you.
- Legal obligation: to comply with AML, tax and accounting laws.
- Legitimate interests: to manage our business, improve services, and protect our systems.
- Consent: for optional activities such as certain marketing communications (where required). You can withdraw consent at any time.
5. What we use your data for
- Delivering our accounting, tax and advisory services.
- Setting up and administering your account, billing and payments.
- Verifying identity and conducting AML checks.
- Communicating with HMRC and Companies House (as your agent, where authorised).
- Customer service and service improvement.
- Website analytics and security.
6. Sharing your data
We may share your data with:
- HMRC, Companies House and other authorities when required.
- Our IT, cloud accounting and communications providers (as data processors) bound by contracts and confidentiality.
- Subcontractors or specialists engaged by us, under strict confidentiality.
- Professional advisers (e.g., legal, insurance) where necessary.
- Another accountant in the event of our continuity of practice arrangements.
We do not sell your personal data.
7. International transfers
Where data is transferred outside the UK (for example, by a cloud provider), we ensure appropriate safeguards are in place (such as UK-approved standard contractual clauses).
8. Retention
We retain client records for a minimum of six years from the end of the engagement or as required by law. We may retain records longer where legally necessary or to establish, exercise or defend legal claims.
9. Your rights
You have rights over your personal data, including:
- Access, rectification and erasure.
- Restriction or objection to processing.
- Data portability (to receive certain data in a usable format).
- Withdraw consent at any time (where processing is based on consent).
To exercise your rights, contact us at info@ldmaccounting.co.uk. You also have the right to complain to the UK Information Commissioner’s Office (ICO) at ico.org.uk/concerns/.
10. Cookies & analytics
Our website may use cookies and similar technologies for functionality and analytics. You can control cookies through your browser settings. If you use Google Analytics or similar, update this section with the specific tool and a link to its privacy information.
11. Marketing
We may send you updates relevant to our services. You can opt out at any time by using the unsubscribe link in emails or by contacting us.
12. Security
We use appropriate technical and organisational measures to protect personal data. No method of transmission or storage is completely secure; we cannot guarantee absolute security.
13. Third‑party links
Our website may include links to third‑party sites. We are not responsible for their content or privacy practices.
14. Changes to this policy
We may update this policy from time to time. We will post the latest version on this page and update the “Last updated” date above.