01752 220333
01752 202090
Sheppards Chartered Accountants, 22 The Square,
The Millfields, Plymouth, Devon. PL1 3JX

Privacy Policy

Sheppards is a trading name of Sheppards Accountants Limited and our professional body is the Institute of Chartered Accountants in England and Wales. We are a firm of Chartered Accountants in General Practice.

How do we collect information from you?

We obtain information from you when you engage our services. We are a Data Controller and Data Processor for GDPR.

What type of information do we collect from you?

The personal information we collect from you includes your name and address, telephone number, email address, tax references, etc.

How is your information used?

Your information is used to prepare financial accounts and your annual tax return. We collect your information by post, email, telephone and in face to face meetings. We only use your information in processing for a legal and fair purpose.

Retention of information

Your information will be retained for at least 6 years after 5 April from when your tax return was submitted to HM Revenue and Customs for legal and regulatory purposes.

Who has access to your information?

Sheppards Staff with access to your information have a duty of confidentiality under the ethical standards laid down by ICAEW. We do not sell your information to third parties for marketing.

How you can access and update your information

Keeping your information up to date is important to us. We send out annual checklists for your review. Please post, email or call us with any changes.

Security to protect your information

Your information is held in a locked office in a secure site and we also have up to date internet security to protect your data on our computers. Personal documents are sent to you as encrypted attachments uploaded to our portal.

Access to your information

You have the right to request a copy of the personal information we hold for you without charge. You can ask for your information to be erased subject to our legal need to retain the information.