Online Privacy Statement

Under the EU’s General Data Protection Regulation (GDPR) personal data is defined as:

“any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person”.

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What is the legal basis for processing my data?

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JMT (Cowbridge) Ltd processes your personal data under the following lawful bases, as defined by the UK GDPR:

• Contract: When processing is necessary to deliver the services you have engaged us for — such as tax return preparation, payroll, or company filings.

• Legal obligation: For compliance with applicable laws and regulatory requirements — including tax, company law, and audit standards.

• Legitimate interests: Where we use your data to contact you with updates about changes in legislation or related services, and we believe this information is relevant and beneficial to you.

• Consent: For any marketing or non-essential communications, we will seek your clear, informed consent, which you can withdraw at any time.

 

How we use your information

 

This privacy notice tells you how we, JMT (Cowbridge) Ltd, will collect and use your personal data for processing of payroll, preparation and submission of personal tax returns, submitting information on your behalf to HMRC, Companies House and the Charities Commission and sending you information on changes in legislation we think may be relevant to you.

 

Why does JMT need to collect and store personal data?

 

In order for us to provide you payroll, tax return processing, accounts, debt management, tax advice, advisory and company secretarial services we need to collect personal data for us to be able to carry out these processes effectively and accurately. In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy.

In terms of being contacted for marketing purposes JMT (Cowbridge) Ltd would contact you for additional consent.

 

Will JMT share my personal data with anyone else?

 

We may pass your personal data on to third-party service providers contracted to JMT (Cowbridge) Ltd in the course of dealing with you. Examples of who we pass the data onto are HMRC, Companies House, Charities Commission, Software providers such as Sage, Xero & Quickbooks and some of the companies who provide services to us such as Professional Fees Protection who insure us against the cost of client tax investigations. Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfil the service they provide you on our behalf. When they no longer need your data to fulfil this service, they will dispose of the details in line with JMT (Cowbridge) Ltd procedures. If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your consent, unless we are legally required to do otherwise.

 

How will JMT use the personal data it collects about me?

 

JMT (Cowbridge) Ltd will process (collect, store and use) the information you provide in a manner compatible with the EU’s General Data Protection Regulation (GDPR). We will endeavor to keep your information accurate and up to date, and not keep it for longer than is necessary. JMT (Cowbridge) Ltd is required to retain information in accordance with the law, such as information needed for income tax and audit purposes. How long certain kinds of personal data should be kept may also be governed by specific business-sector requirements and agreed practices. Personal data may be held in addition to these periods depending on individual business needs.

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Visitors to our website or social media pages

When you visit our website or interact with our social media (e.g. Facebook/Instagram), we may collect technical data such as your IP address, browser type, device, and pages visited. This data is used to improve our website and understand how users interact with our content. We may also track engagement through Facebook Insights or similar tools.

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Under what circumstances will JMT contact me?

 

Our aim is not to be intrusive, and we undertake not to ask irrelevant or unnecessary questions. Moreover, the information you provide will be subject to rigorous measures and procedures to minimise the risk of unauthorised access or disclosure.

 

Can I find out the personal data that the organisation holds about me?

 

JMT (Cowbridge) Ltd  at your request, can confirm what information we hold about you and how it is processed.

 

If JMT (Cowbridge) Ltd  does hold personal data about you, you can request the following information:

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• Identity and the contact details of the person or organisation that has determined how and why to process your data. In some cases, this will be a representative in the EU.

• Contact details of the data protection officer, where applicable.

• The purpose of the processing as well as the legal basis for processing.

• If the processing is based on the legitimate interests of JMT (Cowbridge) Ltd  or a third party, information about those interests.

• The categories of personal data collected, stored and processed.

• Recipient(s) or categories of recipients that the data is/will be disclosed to.

• If we intend to transfer the personal data to a third country or international organisation, information about how we ensure this is done securely. The EU has approved sending personal data to some countries because they meet a minimum standard of data protection. In other cases, we will ensure there are specific measures in place to secure your information.

• How long the data will be stored.

• Details of your rights to correct, erase, restrict or object to such processing.

• Information about your right to withdraw consent at any time.

• How to lodge a complaint with the supervisory authority.

• Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.

• The source of personal data if it wasn’t collected directly from you.

• Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.

 

What forms of ID will I need to provide in order to access this?

 

JMT (Cowbridge) Ltd accepts the following forms of ID when information on your personal data is requested:

Passport, driving licence, birth certificate, utility bill (from last 3 months), bank statement.

DATA Protection Officer/GDPR Owner/GDPR Owner contact details.

James Tucker

39 Geraints Way, Cowbridge, CF717AY
Telephone: 01446 506144