Privacy Policy
Privacy notice
Last updated: 12 November 2026
This notice explains how TS Partners collects and uses personal information about clients, prospective clients, visitors to our website and anyone else who contacts us. Please read it carefully.
Who we are
TS Partners is TS Partners Ltd, a company registered in England and Wales (company number 11573846), whose registered office is 9 High Street, Wellington, Somerset, TA21 8QT. We are the controller of the personal information described in this notice. We are registered with the Information Commissioner’s Office (registration number ZA837015) and we process personal information in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
For any question about this notice or your information, email [email protected] or write to us at 9 High Street, Wellington, Somerset, TA21 8QT.
What information we collect
- Identity and contact details, such as your name, address, email address, telephone number and date of birth.
- Information we need to provide our services, such as financial records, tax and payroll information, bank details, Unique Taxpayer Reference and National Insurance number.
- Identification documents and information we must collect for anti-money laundering checks.
- Records of our communications with you, including emails, notes of calls and, where we tell you, call recordings and transcripts.
- Information about your use of our website, such as your IP address, device and browser type, and the pages you visit, collected through cookies where you allow them.
- Your marketing preferences.
Occasionally our work may involve more sensitive information, such as health information relevant to a tax relief. We only use it with your explicit consent or where the law otherwise allows, and only where it is needed for the work you have asked us to do.
Where we get your information
Most of the information we hold comes from you or from your business. We also receive information from HMRC, Companies House, identity-checking services we use for anti-money laundering checks, and other people you ask to share information with us, such as your previous accountant, bank or solicitor.
We need most of this information to provide our services and to meet our legal duties, such as anti-money laundering checks. If you do not give it to us, we may not be able to act for you.
How we use your information and our lawful bases
The law requires us to have a lawful basis for each use of your information. We rely on the following.
| What we use it for | Lawful basis |
|---|---|
| Providing accountancy, tax, payroll, bookkeeping and advisory services you have engaged us for | Contract |
| Anti-money laundering and identity checks, keeping statutory records, and dealing with HMRC, Companies House and other authorities | Legal obligation |
| Answering enquiries and preparing proposals before you become a client | Legitimate interests (responding to people who contact us), or steps at your request before entering a contract |
| We record and monitor some telephone calls and meetings for training, service quality and to keep an accurate record of the advice we give. Please let us know if you object to being recorded. | Legitimate interests |
| Using AI to help with repetitive tasks, such as transcribing calls and meetings, and to support data accuracy and compliance. Our accountants review and approve all work. | Contract, and legitimate interests |
| Running and improving our business, website and services, and keeping them secure | Legitimate interests |
| Telling existing clients about similar services that may be useful to them | Legitimate interests; you can opt out at any time |
| Sending marketing to people who are not clients, and placing non-essential cookies | Consent, which you can withdraw at any time |
“Legitimate interests” is the law’s term for things we do because they are a sensible part of running our business, such as answering enquiries or keeping an accurate record of our advice. We only rely on it where we are satisfied it does not unfairly affect you, and you can ask us for details or object.
Who we share your information with
- HMRC, Companies House and other government bodies and regulators, where needed for your work or required by law.
- Service providers who act on our behalf, such as Google Workspace for email and document storage; software providers such as QuickBooks, Xero, Zoho and Dext; our AI service providers; and payroll, identity-checking, telephone and email services. They may only use your information on our instructions, under contracts that protect its confidentiality, and our AI providers may not use it to train their models.
- Other parties you ask us to deal with, such as your bank, lender or solicitor.
- Our professional advisers, insurers and professional body, where needed.
- Law enforcement agencies or courts, where we are legally required to.
- A buyer or successor if all or part of our business is sold, who must protect your information in line with this notice.
We do not sell your personal information.
Where your information is held
Our records are held digitally on Google Drive, as part of Google Workspace. Google and some of our other service providers may store or access information outside the UK. Where this happens, the transfer is covered by UK adequacy regulations or by the safeguards UK law requires. In Google’s case these are standard contractual clauses with the UK International Data Transfer Addendum, which form part of its data processing terms. You can ask us for more information about these safeguards.
How long we keep your information
Tax advice often depends on records from many years ago. Selling a property or shares, using losses brought forward, pension and inheritance tax planning, and answering an HMRC enquiry can all need information from earlier years. HMRC can normally review a return for up to four years, six years where there was a careless error, and up to 20 years in some cases. Former clients also often come back to us and expect us to still have their history. For these reasons we keep client records for longer than many other businesses.
- Your tax history (tax returns, accounts, and records such as the cost of assets, losses carried forward and elections made): for as long as it may be needed to advise you or to answer HMRC, including if you return to us after many years. We review these records regularly and delete what is no longer needed.
- Anti-money laundering records: five years after our business relationship ends, as the Money Laundering Regulations require.
- Marketing contact details: until you unsubscribe or ask us to stop.
For other information, such as working papers, correspondence and enquiries, we decide how long to keep it by considering why we hold the information, any legal or regulatory requirement, and whether we may need it to deal with a claim, complaint or HMRC enquiry. We then delete or anonymise it securely.
Your rights
You have the right to:
- access the personal information we hold about you;
- have inaccurate information corrected;
- have your information erased in certain circumstances;
- restrict how we use your information in certain circumstances;
- object to our use of your information where we rely on legitimate interests, and to direct marketing at any time;
- data portability: receive information you gave us in a commonly used electronic format, or have it sent to another organisation;
- withdraw your consent at any time, where we rely on consent.
We do not make decisions about you based solely on automated processing. Where we use AI, our accountants review and approve all work.
Making a request about your information
You can make a request by email to [email protected], by post, or by telling any member of our team. There is normally no charge. We will confirm your identity using the contact details we already hold for you. We will respond within one month, or tell you within that month if we need up to two months more because the request is complex.
If you ask us to delete your information, we will delete what we no longer need. We may have to keep some records: for example, anti-money laundering records and records we need to meet our legal obligations, or to deal with an HMRC enquiry or a legal claim. We will tell you what we are keeping and why. If you are a former client, please bear in mind that once your records are deleted we cannot use them to advise you if you come back to us.
Complaints
If you are unhappy with how we have used your information, please contact us first so we can try to put it right. You also have the right to complain to the Information Commissioner’s Office, the UK regulator for data protection, at ico.org.uk/make-a-complaint or on 0303 123 1113.
Keeping your information secure
We use appropriate technical and organisational measures to protect your information, including access controls and secure cloud storage. Sending information over the internet is never completely secure, so please use the secure methods we provide for sensitive documents.
Cookies
Our website uses cookies. This section explains which ones, what they do and how you can control them. We will update it whenever the cookies on our site change.
What cookies are
Cookies are small files that a website saves in your browser. Some are needed for the site to work. Others are set by other companies whose services appear on our pages.
Your choices
When you first visit our site, a banner asks which cookies you accept. The cookie needed for the site to work is always on. The map on our office pages is provided by Google, which may set its own cookie when the map is shown. Everything else stays off unless you agree. You can change your choice at any time using the “Manage consent” link at the bottom of every page, or block cookies in your browser settings.
Cookies we use
| What it does | Set by | Lasts | When |
|---|---|---|---|
| Remembers your cookie choices, so we don’t ask again | Us | 1 year | Always (needed for the site to work) |
| Shows our office locations on a map | Google (Google Maps) | 6 months | When you view a page with our office map |
| Counts visits and shows us how people use our site (pages viewed, how they arrived, device and rough location) | Google (Google Analytics) | Up to 2 years | Only if you accept Statistics |
Other services on our pages
Spam protection. Pages with a form use Cloudflare Turnstile to check that the form is being sent by a person and not an automated program. Cloudflare receives information such as your IP address and browser type to do this. It is needed for our forms to work, so it is always on.
Videos. Some of our service pages show YouTube videos in YouTube’s privacy-enhanced mode. YouTube receives information such as your IP address and browser type when a video loads, and may store information in your browser if you play it.
Cloudflare, Google and YouTube use this information under their own privacy policies.
We use Google Analytics only if you accept Statistics cookies. It tells us which pages are visited, how visitors arrive and what device they use; it does not tell us who you are. We also use Cloudflare Web Analytics, which counts visits without cookies and without identifying you. We do not use advertising cookies. If we add them, we will update this notice first and only use them if you agree.
Links to other websites
Our website contains links to other websites. Their privacy practices may differ from ours, and we are not responsible for them. Please read their privacy notices before giving them any personal information.
Changes to this notice
We may update this notice from time to time. The latest version will always be on this page, with the date it was last updated. If we make a significant change to how we use your information, we will tell you directly where appropriate.
Request a call back
If you need to speak to us about a general query, please fill in the form above and we will call you back within the same working day.