1. Purpose of this notice 

This notice describes how we collect and use personal data about you, in accordance with the General Data Protection Regulation (GDPR), the Data Protection Act [1998 OR 2018] and any other  national implementing laws, regulations and secondary legislation, as amended or updated from time  to time, in the UK (‘Data Protection Legislation’). 

Please read the following carefully to understand our practices regarding your personal data and  how we will treat it.  

  1. About us 

Stanley Yule Limited is a limited company registered in UK under number 0256123, whose  registered office is at Waterside House, Unit 3 Waterside Business Park, Birmingham B30 3DR. 

For the purpose of the Data Protection Legislation and this notice, we are the ‘data controller’. This  means that we are responsible for deciding how we hold and use personal data about you. We are  required under the Data Protection Legislation to notify you of the information contained in this  privacy notice. 

We have appointed a Data Protection Officer, who is our Data Protection Point of Contact and is  responsible for assisting with enquiries in relation to this privacy notice or our treatment of your  personal data. Should you wish to contact our Data Protection Point of Contact you can do so using  the contact details noted at paragraph 18 (Contact Us), below. 

  1. What this notice covers 

This Privacy Information explains how we use your personal data: how it is collected, how it is held,  and how it is processed. It also explains your rights under the law relating to your personal data. 

  1. Personal data 

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the  “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly  identified in particular by reference to an identifier’. 

Personal data is, in simpler terms, any information about you that enables you to be identified.  Personal data covers obvious information such as your name and contact details, but it also covers  less obvious information such as identification numbers, electronic location data, and other online  identifiers. 

  1. How we may collect your personal data 

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

  • you request a proposal from us in respect of the services we provide;  
  • you engage us to provide our services and also during the provision of those services; you contact us by email, telephone, post [or social media] (for example when you have a  query about our services);] or  
  • from third parties and/or publicly available resources (for example, from your employer or  from Companies House); 
  • you or your spouse/partner 
  • HMRC 
  • Your employer 
  • Electronic ID verification providers
  1. Information we collect 

We are entering into a contract with you and will be processing data on that basis. We therefore  collect information about you so that we can fulfil this contract and: 

  • Take you on and retain you as a client under the restrictions placed on by UK laws (eg under  the requirements under the Money Laundering, Terrorist Financing and Transfer of Funds  (Information on the Payer) Regulations 2017 (MLR2017)). 
  • Prepare accounts and tax returns. 
  • Provide advice on tax and national insurance liabilities. 
  • Provide ad hoc tax advice. 
  1. Use of your personal data 

Under the GDPR, we must always have a lawful basis for using personal data. This may be because  the data is necessary for our performance of a contract with you, because you have consented to our  use of your personal data, or because it is in our legitimate business interests to use it. Your  personal data may be used for one of the following purposes: 

  • Supplying our services to you. Your personal details are required in order for us to enter into  a contract with you. 
  • Personalising and tailoring our services for you. 
  • Communicating with you. This may include responding to emails or calls from you. Supplying you with information by email or post that you have opted-in to (you may  unsubscribe or opt-out at any time). 

With your permission and/or where permitted by law, we may also use your personal data for  marketing purposes, which may include contacting you with information, news, and offers on our  services. You will not be sent any unlawful marketing or spam. We will always work to fully protect  your rights and comply with our obligations under the GDPR and the Privacy and Electronic  Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt 


  1. Retention of information 

When acting as data controller and in accordance with recognised good practice within the tax and  accountancy sector we will retain all our records relating to you as follows: 

  • Where the tax returns have been prepared it is our policy to retain information for seven  years from the end of the tax year that the information relates to. 
  • where ad hoc advisory work has been undertaken it is our policy to retain information for  seven years from the date the business relationship ceased. 
  • where we have an ongoing client relationship permanent information (the data supplied by  you and others which is needed for more than one year’s tax compliance) including, for  example, capital gains base costs and claims and elections submitted to HMRC are retained  throughout the period of the relationship but will be deleted seven years after the end of the  business relationship unless we are asked to retain it for a longer period by our clients. 

Our contractual terms refer to the destruction of documents after seven years and therefore  agreement to the contractual terms are taken as agreement to the retention of records for this period.  Under the Money Laundering Regulations (MLR 2017) personal data must normally be destroyed  within specified time limits but where contractual agreement is in place this is taken as agreement  under Regulation 40 (5) MLR 2017 to retain records for the longer period of seven years. 

You are responsible for retaining information that we send to you (including details of  capital gains base costs and claims and elections submitted) and this will be supplied in the  form agreed between us. 

 Where we act as a data controller as defined in DPA 2018, we will delete or return all  personal data to the data controller as agreed with the controller.

  1. Change of purpose 

Where we need to use your personal data for another reason, other than for the purpose for  which we collected it, we will only use your personal data where that reason is compatible  with the original purpose.  

Should it be necessary to use your personal data for a new purpose, we will notify you and  communicate the legal basis which allows us to do so before starting any new processing. 

  1. Your rights 

Your duty to inform us of changes. 

It is important that the personal data we hold about you is accurate and current. Should  your personal information change, please notify us of any changes of which we need to be  made aware by contacting us, using the contact details below.  

Your rights in connection with personal data. 

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

  • Request access to your personal data. This enables you to receive details of the  personal data we hold about you and to check that we are processing it lawfully. Request correction of the personal data that we hold about you.  
  • Request erasure of your personal data. This enables you to ask us to delete or remove  personal data where there is no good reason for us continuing to process it. You also  have the right to ask us to delete or remove your personal data where you have  exercised your right to object to processing (see below). 
  • Object to processing of your personal data where we are relying on a legitimate interest  (or those of a third party) and there is something about your particular situation which  makes you want to object to processing on this basis. You also have the right to object  where we are processing your personal information for direct marketing purposes.  
  • Request the restriction of processing of your personal data. This enables you to ask us  to suspend the processing of personal data about you, for example if you want us to  establish its accuracy or the reason for processing it. 
  • Request the transfer of your personal data to you or another data controller if the  processing is based on consent, carried out by automated means and this is technically  feasible. 

If you want to exercise any of the above rights, please email or write to us with the following  information: 

  • Date of birth. 
  • Previous named you have used. 
  • Previous addresses in the past five year. 
  • Personal reference number we may have given to you, national insurance number, tax  reference number or VAT registration number. 
  • What type of information you want to know. 

DPA 2018 requires that we comply with a request for information promptly and in any event  within one month of receipt. We will always try to provide a response within this timescale.  

  1. Data sharing 

In order for us to undertake our contract with you, we may give information about you to: HMRC. 

  • other third parties you require us to correspond with subcontractors. an alternate appointed by us in the event of incapacity or death. 
  • tax insurance providers. 
  • professional indemnity insurers. 
  • Our professional body the Institute of Chartered Certified Accountants in England  and Wales or the Office of Professional Body Anti-Money Laundering Supervisors  (OPBAS) in relation to practice assurance or the requirements on us in relation to  MLR 2017. 

We need to give information to these other parties in order to fulfil our contractual  obligations to you and therefore it is not possible to opt out of the provision of information to  these parties. If you ask us not to provide information we may need to cease to act. 

If the law allows or requires us during the period of our contractual arrangements or after  we have ceased to act we may give information about you to: 

  • the police and law enforcement agencies. 
  • courts and tribunals. 
  • the Information Commissioner’s Office (ICO). 

In addition, after we have ceased to act we may give information about you to: 

  • our professional indemnity insurers or legal advisers where we need to defend ourselves  against a claim 
  • our professional disciplinary body where a complaint has been made against us in order to  defend ourselves against a claim. 
  • your new advisers or other third parties you ask us to give information to. 
  1. Data security 

We have put in place commercially reasonable and appropriate security measures to prevent your  personal data from being accidentally lost, used or accessed in an unauthorised way, altered or  disclosed. In addition, we limit access to your personal data to those employees, agents, contractors  and other third parties who have a business need to know. They will only process your personal data  on our instructions and they are subject to a duty of confidentiality. 

We have put in place procedures to deal with any suspected data security breach and will notify you  and any applicable regulator of a suspected breach where we are legally required to do so. 

  1. Storage of your personal data 

We will only store or transfer your personal data in the UK. This means that it will be fully protected  under the GDPR. 

  1. Right to withdraw consent 

In the limited circumstances where you may have provided your consent to the collection, processing  and transfer of your personal data for a specific purpose (for example, in relation to direct marketing  that you have indicated you would like to receive from us), you have the right to withdraw your  consent for that specific processing at any time. To withdraw your consent, please email or write to  us. 

Once we have received notification that you have withdrawn your consent, we will no longer process  your personal information (personal data) for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law. 

  1. Changes to this privacy notice 

We may change this Privacy Notice from time to time. This may be necessary, for example, if the law  changes, or if we change business in a way that affects personal data protection. Any changes will  be made available by email or post. 

  1. Asking someone else to make a subject access request on your behalf 

You can ask someone else to request information on your behalf – for example, a friend, relative or  solicitor. We must have your authority to do this. This is usually a letter signed by you stating that  you authorise the person concerned to write to us for information about you, and/or receive our reply. 

  1. When we won’t release information 

The law allows us to refuse your request for information in certain circumstances – for example, if  you have previously made a similar request and there has been little or no change to the data since  we complied with the original request. 

The law also allows us to withhold information where, for example, release would be likely to: 

  • prejudice the prevention or detection of crime. 
  • prejudice the apprehension (arrest) or prosecution of offenders. 
  • prejudice the assessment or collection of any tax or duty. 
  • reveal the identity of another person, or information about them. 

We will do our best to apply these conditions carefully, without damaging the effectiveness of our  work, so that we can meet your requests as often as possible. 

  1. Contact us 

To contact us about anything to do with your personal data and data protection, including to make a  subject access request, please use the following details: 

Email address: 

Telephone number: 0121 415 3060. 

Postal Address: Waterside House, Unit 3 Waterside Business Park, Birmingham B30 3DR. Mark all correspondence for attention of the Data Protection officer at Stanley Yule Ltd. 

You also have the right to make a complaint to the Information Commissioner’s Office (ICO), the UK  supervisory authority for data protection issues, at any time. The ICO’s contact details are as  follows: 

Information Commissioner’s Office 

Wycliffe House 

Water Lane 



SK9 5AF 

Telephone – 0303 123 1113 (local rate) or 01625 545 745 

Website –