Privacy Policy

Last updated: August 2026

This Privacy Policy explains how Liston Accountants collects, uses and protects personal information when you use our website, contact us, or use our accountancy and tax services.

Liston Accountants Limited is a company registered in England and Wales under company number 09764189.

Who we are

Liston Accountants Limited provides accounting, tax and advisory services for individuals and businesses across Cambridge and Cambridgeshire.

Company name: Liston Accountants Limited
Company number: 09764189
Address: Musgrave Farm, Horningsea Road, Fen Ditton, Cambridge, CB5 8SZ
Phone: 01223 788900
Email: info@liston.co.uk

For the purposes of UK data protection law, Liston Accountants Limited is the data controller for the personal information we collect and use.

Personal information we collect

We may collect and use personal information when you contact us, complete a form on our website, become a client, or communicate with us about our services.

This may include:

  • website technical information, such as IP address, browser type and device information
  • your name
  • email address
  • phone number
  • postal address
  • business name and business contact details
  • details of the service you are interested in
  • information you provide in enquiry forms, emails or phone calls
  • financial, accounting and tax information where needed to provide our services
  • identity and verification information where required
  • correspondence and records of communication with you

If you become a client, we may need to collect additional information to provide accountancy, tax, payroll, bookkeeping, VAT, mortgage certificate, trusts, estates or specialist tax services.

How we collect personal information

We may collect personal information:

  • directly from you when you contact us by phone, email or website form
  • when you provide information to us as part of becoming or being a client
  • from documents, records or information you send to us
  • from third parties where relevant to the services we provide, such as HMRC, Companies House, lenders, mortgage advisers, payroll providers or cloud accounting platforms
  • automatically when you use our website, through essential cookies, security tools and embedded third-party services

Our website contact form is currently used to send enquiries directly to us by email. We do not currently store contact form submissions in the website database.

How we use your personal information

We may use your personal information to:

  • respond to your enquiries
  • provide accountancy, tax and advisory services
  • prepare accounts, tax returns, payroll, VAT returns, bookkeeping records or other financial information
  • provide mortgage accountant certificates or financial information requested by lenders
  • support trusts, estates and specialist tax matters
  • manage our relationship with you as a client
  • communicate with you about your work, deadlines, documents or services
  • comply with legal, regulatory and professional obligations
  • maintain accurate business and financial records
  • protect our website from spam, abuse and unauthorised access
  • improve the performance, security and reliability of our website and services

We do not currently send marketing newsletters. If this changes in the future, this Privacy Policy will be updated and, where required, we will ask for your consent.

Our lawful basis for using your information

We only use your personal information where we have a lawful basis to do so.

Depending on the circumstances, we may rely on one or more of the following lawful bases:

Contract
We may use your information to take steps before entering into a contract with you, or to provide services under a contract with you.

Legal obligation
We may use your information where we need to comply with legal obligations, such as tax, accounting, anti-money laundering, company law or record-keeping requirements.

Legitimate interests
We may use your information where it is necessary for our legitimate business interests, provided those interests are not overridden by your rights. This may include responding to enquiries, managing client relationships, operating our website, improving our services, protecting our business and keeping appropriate business records.

Consent
Where we rely on consent, you can withdraw your consent at any time by contacting us.

Special category personal data

In some circumstances, you may provide us with information that is more sensitive, such as health information, family circumstances or other personal details relevant to tax, estate or advisory work.

We will only use this type of information where it is necessary for the service we are providing, where you have provided it to us, where we have a lawful reason to use it, or where we are required to use it by law.

Who we share your information with

We only share personal information where necessary and appropriate.

Depending on the services we provide, we may share information with:

  • HMRC
  • Companies House
  • lenders or mortgage advisers, where requested by you
  • payroll, bookkeeping, accounting or tax software providers
  • cloud storage, IT, hosting and email providers
  • Microsoft 365, for email and business communication
  • Cloudflare, for website security and spam protection
  • Google, where Google Maps is embedded on our website
  • professional advisers, insurers or legal advisers
  • regulators, law enforcement agencies or other authorities where required by law

We do not sell your personal information.

Website tools and third-party services

Our website uses some third-party services to help it function securely and effectively.

Contact Form 7
Our website contact form allows you to send enquiries to us by email. Form submissions are currently not stored in the website database.

Cloudflare Turnstile
We use Cloudflare Turnstile to help protect our website forms from spam and automated abuse. Cloudflare may process technical information such as IP address, browser data and interaction signals to verify that a form submission is legitimate.

Google Maps
Our website includes an embedded Google Map to help visitors find our location. When you view or interact with the map, Google may collect information about your device, browser and usage of the map.

International transfers

Some of the third-party service providers we use may process personal information outside the United Kingdom.

Where this happens, we expect appropriate safeguards to be in place to protect personal information in line with applicable data protection laws. This may include adequacy regulations, standard contractual clauses or other lawful transfer mechanisms.

How long we keep your information

We only keep personal information for as long as necessary.

The length of time we keep information depends on:

  • the reason the information was collected
  • whether you become or remain a client
  • the type of service we provide
  • legal, tax, accounting or regulatory requirements
  • whether the information is needed to resolve queries, disputes or complaints
  • our need to keep appropriate business records

If you contact us but do not become a client, we will keep your enquiry information only for as long as reasonably necessary to respond to your enquiry and maintain appropriate business records.

If you become a client, we may need to keep records for longer to comply with tax, accounting, legal and regulatory obligations.

How we protect your information

We take appropriate steps to protect personal information from loss, misuse, unauthorised access, disclosure, alteration or destruction.

These steps may include secure email systems, access controls, website security tools, secure hosting, password protection and appropriate internal procedures.

No method of transmission over the internet is completely secure, but we take reasonable steps to protect the information we handle.

Your data protection rights

Under UK data protection law, you have rights in relation to your personal information.

These may include the right to:

  • be informed about how your personal information is used
  • access the personal information we hold about you
  • ask us to correct inaccurate or incomplete information
  • ask us to delete your information in certain circumstances
  • ask us to restrict how we use your information in certain circumstances
  • object to certain uses of your information
  • request the transfer of your information in certain circumstances
  • withdraw consent where we rely on consent

These rights may not apply in every situation. For example, we may need to keep certain information to comply with legal, tax, accounting or regulatory obligations.

To exercise your rights, please contact us using the details below.

Right to object

Where we use your personal information based on legitimate interests, you have the right to object to that use in certain circumstances.

You can contact us at any time using the details below if you wish to object.

Contact us about your information

If you have any questions about this Privacy Policy or how we use your personal information, please contact:

Liston Accountants
Musgrave Farm
Horningsea Road
Fen Ditton
Cambridge
CB5 8SZ

Email: info@liston.co.uk
Phone: 01223 788900

Complaints

If you are unhappy with how we use your personal information, please contact us first so we can try to resolve your concern.

You also have the right to complain to the UK Information Commissioner’s Office.

Information Commissioner’s Office
Website: ico.org.uk
Phone: 0303 123 1113

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, website, legal obligations or how we handle personal information.

The latest version will be published on this page.

Scroll to Top