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Privacy Policy


This  privacy  notice  provides  you  with  details  of  how  we  collect  and  process  your  personal

data  through  your use  of  our  site including  any  information  you  may  provide  through  our  site when you engage a service or sign up to our newsletter.

By providing us with your data, you warrant to us that you are over 13 years of age.

By using any forms on our website, you:

  • Implicitly agree to be bound by our privacy policy and legal disclaimer.
  • Agree to have your email address added to our mailing list.

Lakeview Accountancy Limited is the data controller and we are responsible for your personal data (referred to as “we”, “us” or “our” in this privacy notice).


Contact Details

Our full details are:

Full name of legal entity: LAKEVIEW ACCOUNTANCY LIMITED

Email address:


Telephone number: 01753 424979

If you are not happy with any aspect of how we collect and use your data, you have the right to complain to the Information Commissioner’s Office   (ICO),   the   UK   supervisory   authority   for   data   protection   issues ( We should be grateful if you would contact us first if you do have a complaint so that we can try to resolve it for you.

It is very important that the information we hold about you is accurate and up to date. Please let us know if at any time your personal information changes by emailing us at



Personal data means any information capable of identifying an individual. It does not include anonymised data.

We may process certain types of personal data about you as follows:

  • Identity Data: may include your first name, maiden name, last name, username, marital status, title, date of birth and gender.
  • Contact Data: may include your billing address, delivery address, email address and telephone numbers.
  • Financial Data: may include your bank account and payment card details.
  • Transaction Data: may include details about payments between us and other details of purchases made by you.
  • Technical Data: may include your login  data,  internet  protocol  addresses,  browser  type  and  version, browser  plug-in  types  and  versions,  time  zone  setting  and  location,  operating  system  and  platform  and other technology on the devices you use to access this site.
  • Profile Data: may include your username and password.
  • Usage Data: may include information about how you use our website, products and services.
  • Marketing and Communications Data: may include your preferences in receiving marketing communications from us and your communication preferences.

We may also process Aggregated Data from your personal data but this data does not reveal your identity and as such in itself is not personal data. An example of this is where we review your Usage Data to work out the percentage  of  website  users  using  a  specific  feature  of  our  site.  If we  link  the  Aggregated  Data  with  your personal data so that you can be identified from it, then it is treated as personal data.


Sensitive Data

We do not collect any Sensitive Data about you. Sensitive data refers to data that includes details about your race  or  ethnicity,  religious  or  philosophical  beliefs,  sex  life,  sexual  orientation,  political  opinions,  trade  union membership,   information   about   your   health   and   genetic   and   biometric   data.   We   do   not   collect   any information about criminal convictions and offences.

Where we are required to collect personal data by law, or under the terms of the contract between us and you do not provide us with that data when requested, we may not be able to perform the contract (for example, to deliver services to you). If you don’t provide us with the requested data, we may have to cancel a service you have requested but if we do, we will notify you at the time.


We collect data about you through a variety of different methods including:

  • Direct interactions: You may provide   data   by filling   in   forms   on   our   site   (or   otherwise)   or   by communicating with us by post, phone, email or otherwise, including when you:
    • request our services;
    • create an account on our site;
    • subscribe to our publications;
    • request resources or marketing be sent to you;
    • give us feedback.
  • Automated technologies or  interactions: As  you  use  our  site,  we  may  automatically  collect  Technical Data about your equipment, browsing actions and usage patterns. We collect this data by using cookies, server logs and similar technologies.  We  may  also  receive  Technical  Data  about  you  if  you  visit  other websites that use our cookies. Please see our cookie policy at the end of this Privacy Notice for further details.
  • Third parties or publicly available sources: We may receive personal data about you from various third parties and public sources as set out below:
    • Contact, Financial and  Transaction  Data  from  providers  of  technical,  payment  and  delivery  services such as Xero, QuickBooks based outside the EU.
    • Identity and Contact Data from data brokers or aggregators such as CreditSafe based inside the EU.
    • Identity and Contact Data from publicly availably sources such as Companies House and the Electoral Register based inside the EU.



We are committed to complying with EU and UK data protection laws to the extent that they apply to our use of personal information.

We will only use your personal data when legally permitted. The most common uses of your personal data are:

  • Where we need to perform the contract between us.
  • Where it is  necessary  for  our  legitimate  interests  (or  those  of  a  third  party)  and  your  interests  and fundamental rights do not override those interests.
  • Where we need to comply with a legal or regulatory obligation.

Generally, we do not rely on consent as a legal ground for processing your personal data, other than in relation to sending marketing communications to you via email. You have the right to withdraw consent to marketing at any time by emailing us at


Purposes for processing your personal data

Set out below is a description of the ways we intend to use your personal data and the legal grounds on which we will process such data. We have also explained what our legitimate interests are where relevant.

We  may  process  your  personal  data  for  more  than  one  lawful  ground,  depending  on  the  specific  purpose  for which  we  are  using  your  data.  Please  email  us  at if  you  need  details  about the  specific  legal  ground  we  are  relying  on  to  process  your  personal  data  where  more  than  one  ground  has been set out in the table below.


Purpose/ActivityType of dataLawful basis for processing
To register you as a new client(a) Identity
(b) Contact
Performance of a contract with you
To complete our engagement including:
(a) Manage payments, fees and charges
(b) Collect and recover money owed to us
(a) Identity
(b) Contact
(c) Financial
(d) Transaction
(e) Marketing and Communications
(a) Performance of a contract with you
(b) Necessary for our legitimate interests to recover debts owed to us
To manage our relationship with you which will include:
(a) Notifying you about changes to our terms or privacy policy
(b) Asking you to leave a review or take a survey
(a) Identity
(b) Contact
(c) Profile
(d) Marketing and Communications
(a) Performance of a contract with you
(b) Necessary to comply with a legal obligation
(c) Necessary for our legitimate interests to keep our records updated and to study how customers use our products/services
To administer and protect our business and our site (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data)(a) Identity
(b) Contact
(c) Technical
(a) Necessary for our legitimate interests for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise
(b) Necessary to comply with a legal obligation
To deliver relevant content and advertisements to you and measure and understand the effectiveness of our advertising (a) Identity
(b) Contact
(c) Profile
(d) Usage
(e) Marketing and Communications
(f) Technical
Necessary for our legitimate interests to study how customers use our products/services, to develop them, to grow our business and to inform our marketing strategy
To use data analytics to improve our website, products/services, marketing, customer relationships and experiences(a) Technical
(b) Usage
Necessary for our legitimate interests to define types of customers for our products and services, to keep our site updated and relevant, to develop our business and to inform our marketing strategy
To make suggestions and recommendations to you about goods or services that may be of interest to you(a) Identity
(b) Contact
(c) Technical
(d) Usage
(e) Profile
Necessary for our legitimate interests to develop our products/services and grow our business

Marketing communications

You will receive marketing communications from us if you have:

  • requested information from us or engaged our services; or
  • if you provided us with your details and ticked the box at the point of entry of your details for us to send you marketing communications; and
  • in each case, you have not opted out of receiving that marketing.

We will get your express opt-in consent before we share your personal data with any third party for marketing purposes.

You can ask us or third parties to stop sending you marketing messages at any time by logging into the website and  checking  or  unchecking  relevant  boxes  to  adjust  your  marketing preferences, by  following  the  opt-out links on any marketing message sent to you or by emailing us at at any time.

Where you opt out of receiving our marketing communications, this will not apply to personal data provided to us as a result of a service provided, service experience or other transactions.

It is not contractually binding to provide us with your personal data to receive a newsletter from us.

Personal data provided via the newsletter subscription form is not profiled and automated decision-making is not applied.


Change of purpose

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to  find  out  more  about  how  the  processing  for  the  new  purpose  is  compatible  with  the  original  purpose, please email us at

If we need to use your personal data for a purpose unrelated to the purpose for which we collected the data, we will notify you and we will explain the legal ground of processing.

We may process your personal data without your knowledge or consent where this is required or permitted by law.



We may have to share your personal data with the parties set out below for the purposes set out in the table in paragraph 4 above:

  • Service providers who provide IT and system administration services.
  • Professional advisers including   lawyers,   bankers,   auditors   and   insurers   who   provide   consultancy, banking, legal, insurance and accounting services.
  • HM Revenue & Customs,  regulators  and  other  authorities  based  in  the  United  Kingdom  and  other relevant jurisdictions who require reporting of processing activities in certain circumstances.

We require all third parties to whom we transfer your data to respect the security of your personal data and to treat it in accordance with the law. We only allow such third parties to process your personal data for specified purposes and in accordance with our instructions.



Countries  outside  of  the  European  Economic  Area  (EEA)  do  not  always  offer  the  same  levels  of  protection  to your  personal  data,  so  European  law  has  prohibited  transfers  of  personal  data  outside  of  the  EEA  unless  the transfer meets certain criteria.

Many  of  our  third  parties  service  providers  are  based  outside  the  European  Economic  Area  (EEA)  so  their processing of your personal data will involve a transfer of data outside the EEA.

Whenever we transfer your personal data out of the EEA, we do our best to ensure a similar degree of security of data by ensuring at least one of the following safeguards is implemented:

  • We will only  transfer  your  personal  data  to  countries  that  have  been  deemed  to  provide  an  adequate level of protection for personal data by the European Commission; or
  • Where we use  certain  service  providers,  we  may  use  specific  contracts  or  codes  of  conduct  or certification  mechanisms  approved  by  the  European  Commission  which  give  personal  data  the  same protection it has in Europe; or
  • Where we use providers based in the United States, we may transfer data to them if they are part of the EU – US Privacy Shield which requires them to provide similar protection to personal data shared between the Europe and the US.

If none of the above safeguards is available, we may request your explicit consent to the specific transfer. You will have the right to withdraw this consent at any time.

Please email us at info@lakeviewaccountancy.comif you want further information on the specific mechanism used by us when transferring your personal data out of the EEA.


We  have  put  in  place  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 such data. They will only process your personal data on our instructions and they aresubject to a duty of confidentiality.

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

We cannot, however, be responsible for  loss  or  misuse  of  personal  data  which  is  intercepted  or  otherwise  accessed  by  unauthorised  persons.  We therefore exclude all liability for this.



We  will  only  retain  your  personal  data  for  as  long  as  necessary  to  fulfil  the purposes  we  collected  it  for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To  determine  the  appropriate  retention  period  for  personal  data,  we  consider  the  amount,  nature,  and sensitivity  of  the  personal  data,  the  potential  risk  of  harm  from  unauthorised  use  or  disclosure  of  your personal  data,  the  purposes  for  which  we  process  your  personal  data  and  whether  we  can  achieve  those purposes through other means, and the applicable legal requirements.

By  law  we have  to  keep  basic  information  about  our  customers  (including  Contact,  Identity,  Financial  and Transaction Data) for six years after they cease being customers for tax purposes.

In some circumstances you can ask us to delete your data: see below for further information.

In some circumstances we may anonymise your personal data (so that it can no longer be associated with you) for  research  or  statistical  purposes  in  which  case  we  may  use  this  information  indefinitely  without  further notice to you.



Under  certain  circumstances,  you  have  rights  under  data  protection  laws  in  relation  to  your  personal  data.

These include the right to:

  • Request access to your personal data.
  • Request correction of your personal data.
  • Request erasure of your personal data.
  • Object to processing of your personal data.
  • Request restriction of processing your personal data.
  • Request transfer of your personal data.
  • Right to withdraw consent.

You can see more about these rights at:

If you wish to exercise any of the rights set out above, please email us at

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

We  try  to  respond  to  all  legitimate  requests  within  one  month.  Occasionally  it  may  take  us  longer  than  a month  if  your  request  is  particularly  complex  or  you  have  made  a  number  of  requests.  In  this  case,  we  will notify you and keep you updated.



This  website  may  include  links  to  third-party  websites,  plug-ins  and  applications.  Clicking  on  those  links  or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party  websites  and  are  not  responsible  for  their  privacy  statements.  When  you  leave  our  website,  we encourage you to read the privacy notice of every website you visit.



Cookies and tracking

In  order  to  improve  the  overall  experience  of  visiting  our  website,  we  use  a  server-based  log  to  collect anonymous information about our website visitors. This data is only used to generate statistical charts and will not be used in any other way.


Use of Cookies on our website

By using this site, you have given us consent to use cookies.

Cookies are small text files that are stored on your computer when you visit a website. They are mainly used as a way of improving the website functionalities or to provide more advanced statistical data.


Google Analytics

Our website uses Google Analytics which relies on cookies to generate more advanced visitor charts and data mining  reports.  Similarly  to  our  server-based  logs,  Google  Analytics  collects  anonymous  information  that  will not be used to identify our website visitors.


Login system

Our  website  contains  password  protected  area(s)  that  require  a  user  to  login.  This  login  system  offers  to remember  the  user  email  address  if  the  relevant  box  is  ticked.  Ticking  the  box  will  create  a  cookie  that  will automatically expire after 1 year or if the box is un-ticked on a subsequent visit.


Controlling Cookies

Your web browser (the software you use to access our website) should allow you to control the cookies that it stores on your computer. Please refer to the relevant supplier’s website to find out more.

If  you  feel  that  this  site  is  not  following  its  stated  information  policy,  you  may  contact  us  by  phone,  email  or post.

You  can  set  your  browser  to  refuse  all  or  some  browser  cookies,  or  to  alert  you  when  websites  set  or  access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly.



We  will  post  any  changes  to  this  Privacy  Notice  on  our  website.  Those  changes  will  then  apply  to  any  future use by you of our website.

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