Privacy policy

When you book a call, take a package or place an order, we collect your name, contact details, business details and the information you give us about your tax affairs.

We also keep a record of your orders, your package and any files in your account, so we can look after you.

We use your information to provide the services you have asked for, to run your account and orders, and to reply to your questions.

If you agree, we also send the Charter Lane letter, our monthly email. You can unsubscribe at any time.

We keep your records while you are a client and for the period afterwards that the law and our professional duties require.

You can ask us to delete information that we do not need to keep.

We never sell your data. We share it only with the services that help us run the practice, such as our payment provider and our email provider, and with your previous accountant if you ask us to handle a handover.

We share information with the tax authorities only where the law requires it.

You can ask to see, correct or delete the information we hold about you, and ask us to stop using it for marketing.

To make a request, email hello@charterlane.co.uk.

If you have a question about your information, email hello@charterlane.co.uk or call 0121 496 0750, Monday to Friday, 9am to 5.30pm.

Charter Lane Accountants Ltd, Studio 4, Foundry Yard, 22 Vyse Row, Jewellery Quarter, Birmingham B18 6LS.