Legal
Privacy Policy
Last updated: 17 June 2026
This privacy policy explains how Evans Tax and Accounts Ltd ("we", "us", "our") collects and uses personal information about our clients. Evans Tax and Accounts Ltd is registered in Scotland and is the data controller for the personal information we hold about you.
Types of personal information we collect
Identity data: As a regulated accountancy practice, we are required to identify our clients under UK anti-money laundering legislation. We may request and retain information and documentation for this purpose, and/or carry out searches of appropriate databases. If we cannot obtain satisfactory evidence of your identity, we will be unable to proceed with an engagement.
Contact data: This includes your address, email address, and telephone numbers.
Transaction data: This includes information required to provide the accountancy and taxation services we have agreed to carry out for you. If your business involves activities requiring supervision under anti-money laundering regulations (for example, if you accept or make high-value cash payments of £10,000 or more, or the equivalent in any currency, in exchange for goods), please inform us.
How we collect your personal information
We collect information directly from you through personal interactions, completion of forms, or correspondence by post, phone, or email.
How we use your personal information
We use your personal information to:
- carry out agreed accountancy and taxation services and meet our legal obligations
- verify your identity
- communicate with you by post, email, or telephone
- understand your accountancy and tax needs
- maintain accurate records
- process financial transactions
- prevent and detect crime, fraud, or corruption
Cookies and website analytics
Our website uses cookies - small text files stored on your device - to help us understand how visitors use the site so that we can improve it.
We use Google Analytics, a service provided by Google, to collect anonymised information such as the pages you visit, how long you spend on the site, and the type of device and browser you use. This helps us measure and improve the performance of our website. Google processes this information on our behalf; you can read how Google uses data at policies.google.com/privacy.
Analytics cookies are only set with your consent. When you first visit our website you are asked whether to accept them, and no analytics cookies are placed unless you choose "Accept". You can withdraw your consent at any time by declining the banner or by clearing the cookies stored by your browser. Our legal basis for using these cookies is your consent.
Who we share your personal information with
Any personal data collected to comply with our obligations under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (MLR 2017) will be used solely for the purposes of preventing money laundering, terrorist financing, or proliferation financing. No other use will be made of this data unless permitted by law, by legislation other than the MLR 2017 or UK GDPR, or with your explicit consent.
How long we retain your personal information
We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. Client Due Diligence information (including identity verification records) is retained for five years after the end of any business relationship or transaction, as required by law. We have appropriate procedures in place to ensure all personal data is held and destroyed securely.
Your rights
You have the following rights in relation to your personal information:
- Access: You have the right to request a copy of the personal information we hold about you.
- Correction: You have the right to ask us to correct any personal information that you believe is inaccurate, incomplete, or out of date.
- Deletion: You have the right to ask us to delete your personal information where: we no longer need it for the purpose for which it was collected; we were using it with your consent and you have withdrawn that consent; you have validly objected to our use of it; or our use of it is contrary to law or our other legal obligations.
- Withdrawal of consent: Where we rely on your consent to use your personal information, you may withdraw that consent at any time. We will then stop using your information for the purpose(s) to which that consent related.
To exercise any of these rights, please contact us using the details below.
Changes to this policy
We keep this privacy policy under regular review. Any updates will be published on this website. Paper copies are available on request.
Contact information
Evans Tax and Accounts Ltd
Email: info@evansaccounts.co.uk
Website: evansaccounts.co.uk
Complaints
If you have concerns about how we handle your personal information and we are unable to resolve them directly, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):
Tel: 0303 123 1113
Website: ico.org.uk/concerns