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The information contained in this site is of a general nature and is not a substitute for professional advice. You are recommended to obtain specific professional advice before you take any action.

This website is published for the information of clients. Resources and factsheets provides only an overview of the regulations in force at the date of publication, and no action should be taken without consulting the detailed legislation or seeking professional advice. Therefore no responsibility for loss occasioned by any person acting or refraining from action as a result of the material can be accepted by the authors or the firm.

Privacy Statement


This notice applies across all websites that we own and operate and all services we provide. When we say ‘personal data’ we mean identifiable information about you, like your name, email, address, telephone number, bank account details, payment information, support queries, community comments and so on. If you can’t be identified (for example, when personal data has been aggregated and anonymised) then this notice doesn’t apply. 
We may need to update this notice from time to time. Where a change is significant, we’ll make sure we let you know – usually by sending you an email.

Who are ‘we’?

When we refer to ‘we’ (or ‘our’ or ‘us’), that means Incisive Accounting Limited and all its wholly owned subsidiaries. Our headquarters are in Bermondsey and we also operate in Derby. Address details for all Incisive offices are available on our Contact Us page. We are Chartered Accountants; members of the Institute of Chartered Accountants, England & Wales, providing accountancy services to businesses and individuals.  If you would like to find out more about what we do, please see our About Us page. For European Union data protection purposes, when we act as a controller in relation to your personal data, Incisive Accounting Limited (company number 07196626) is our representative in the European Union.

Our principles of data protection

Our approach to data protection is built around four key principles. They’re at the heart of everything we do relating to personal data.
- Transparency: We take a human approach to how we process personal data by being open, honest and transparent.
- Enablement: We enable connections and efficient use of personal data to empower productivity and growth.
- Security: We champion industry leading approaches to securing the personal data entrusted to us.
- Stewardship: We accept the responsibility that comes with processing personal data.

How we collect your data

When you visit our websites or use our services, we collect personal data. The ways we collect it can be broadly categorised into the following:
Information you provide to us directly: When you visit our website or use our services we might ask you to provide personal data to us. For example, we ask for your contact information when you fill in the Contact Form on our websites, respond to a job application, join us on social media, take part in training and events, contact us with questions or request support. We also ask you for personal data pertaining to your employment and tax situation such as your date of birth, NI number, UTR number, VAT number etc. If you don’t want to provide us with personal data, you don’t have to, but it may mean we are unable to provide some of the accountancy services you require.
Information we collect automatically: We collect some information about you automatically when you visit our websites or use our services, like your IP address and device type. We also collect information when you navigate through our websites and services, including what pages you looked at and what links you clicked on. This information is useful for us as it helps us get a better understanding of how you’re using our websites and services so that we can continue to provide the best experience possible (e.g., by personalising the content you see).
Some of this information is collected using cookies and similar tracking technologies. If you want to find out more about the types of cookies we use, why, and how you can control them, take a look at our Cookie Notice here.
Information we get from third parties: The majority of information we collect, we collect directly from you. Sometimes we might collect personal data about you from other sources, such as publicly available materials or trusted third parties like our marketing and research partners. We use this information to supplement the personal data we already hold about you, in order to better inform, personalise and improve our services, and to validate the personal data you provide.
Where we collect personal data, we’ll only process it:
to perform a contract with you, or
where we have legitimate interests to process the personal data and they’re not overridden by your rights, or
in accordance with a legal obligation, or 
where we have your consent.
If we don’t collect your personal data, we may be unable to provide you with all our services.   
If you’re someone who doesn’t have a relationship with us, but believe that a third party (for example an employer or business that you have a relationship with) has entered your personal data into our websites or services, you’ll need to contact that person for any questions you have about your personal data.

How we use your data

First and foremost, we use your personal data to provide you with any services you’ve requested, and to manage our relationship with you. We also use your personal data for other purposes, which may include the following:
To communicate with you. This may include:
providing you with information you’ve requested from us or information we are required to send to you in order to provide our services to you
operational communications, like changes to our websites and services or change of office address etc
marketing communications (about Incisive Accounting and tax or business related information we think you might be interested in) in accordance with your marketing preferences
asking you for feedback or to take part in any research we are conducting (which we may engage a third party to assist with).
To support you: This may include assisting with the resolution of technical support issues or other issues relating to our services, whether by email, telephone or otherwise.
To enhance our websites and services and develop new ones: For example, by tracking and monitoring your use of websites and services so we can keep improving, or by carrying out technical analysis of our websites and services so that we can optimise your user experience and provide you with more efficient tools.
To protect: So that we can detect and prevent any fraudulent or malicious activity.
To market to you: In addition to sending you marketing communications, we may also use your personal data to display targeted advertising to you online – through our own websites and services or through third party websites and their platforms.
To analyse, aggregate and report: We may use the personal data we collect about you and other users of our websites and services (whether obtained directly or from third parties) to produce aggregated and anonymised analytics and reports, which we will never share publicly.

How we can share your data

There will be times when we need to share your personal data with third parties. We will only disclose your personal data to:
other companies in the Incisive group of companies
third party service providers and partners who assist and enable us to use the personal data to, for example, support delivery of or provide functionality on the website or services, or to market or promote our goods and services to you
regulators, law enforcement bodies, government agencies, courts or other third parties where we think it’s necessary to comply with applicable laws or regulations, or to exercise, establish or defend our legal rights. Where possible and appropriate, we will notify you of this type of disclosure
an actual or potential buyer (and its agents and advisers) in connection with an actual or proposed purchase, merger or acquisition of any part of our business
other people where we have your consent.


Security is a priority for us when it comes to your personal data. We’re committed to protecting your personal data and have appropriate technical and organisational measures in place to make sure that happens.
Your data is held in one or more of the following places:
1. In our Management Information System (MIS) which is held on our dedicated server. The server is protected with robust anti-virus software and is only accessed by members of the Incisive team and is password protected. The MIS is only accessed by members of the Incisive team and is password protected with a different password to that of the server access. Data held on our server is Client data only and is required for us to the effectively deliver the accountancy services we have been engaged to provide.
2. In the cloud on our email marketing provider – MailChimp – you can view their data protection policies here Our account is password protected and can only be accessed by certain members of the Incisive team. The marketing data we hold her is never sold to a third party and is used to communicate tax and business related information to individuals who have subscribed to this service via our website form. All data held on MailChimp previous to 18th Mary 2018 has been permanently deleted. Any data held on MailChimp after 18th May 2018 is that which has been subscribed as a result of our email dated of 18th May 2018 requested that all contacts re-subscribe if they wish to remain on our marketing list. 


The length of time we keep your personal data depends on what it is and whether we have an ongoing business need to retain it (for example, to provide you with a service you’ve requested or to comply with applicable legal, tax or accounting requirements).
We’ll retain your personal data for as long as we have a relationship with you and for a period of time afterwards where we have an ongoing business need to retain it, in accordance with our data retention policies and practices. Following that period, we’ll make sure it’s deleted or anonymised.

Your rights

It’s your personal data and you have certain rights relating to it. When it comes to marketing communications, you can ask us not to send you these at any time – just follow the unsubscribe instructions contained in the marketing communication, or send your request to
You also have rights to:
know what personal data we hold about you, and to make sure it’s correct and up to date
request a copy of your personal data, or ask us to restrict processing your personal data or delete it
object to our continued processing of your personal data
You can exercise these rights at any time by sending an email to
If you’re not happy with how we are processing your personal data, please let us know by. We will review and investigate your complaint, and try to get back to you within a reasonable time frame. You can also complain to your local data protection authority. They will be able to advise you how to submit a complaint.

How to contact us

We’re always keen to hear from you. If you’re curious about what personal data we hold about you or you have a question or feedback for us on this notice, our websites or services, please get in touch, either via email on or by calling us on 020 8434 7000

Copyright Notice

The text and graphic content of this web site may be used, printed and distributed ONLY under the following conditions:-

  • the content of the site is used for non-commercial purposes only;
  • copyright information is displayed (©2018 Incisive Accounting Limited);
  • the content is not modified.