Privacy Policy

REB Bookkeeping Services (“I”, “me”, “my”) is committed to protecting your personal information and respecting your privacy. This Privacy Policy explains how your data is collected, used, stored and protected in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

By using this website or engaging my services, you agree to the terms outlined in this policy.

1. Who I Am

REB Bookkeeping Services  

Based in Swansea, South Wales

Email: rachel@rebbookkeeping.co.uk  

Telephone: 01792 439125

I act as the Data Controller for the personal information you provide.

2. What Personal Data I Collect

I may collect and process the following information:

Information you provide directly

Name

Address

Email address

Telephone number

Business name and contact details

Financial records required for bookkeeping or tax purposes

Documents relating to Self Assessment, VAT, MTD or landlord income

Any other information you choose to provide during communication

Information collected automatically (website use)

IP address

Browser type

Pages visited

Cookies (see section below)

This information is used to improve website performance and security.

3. How Your Data Is Used

I use your personal information to:

Provide bookkeeping and tax services

Communicate with you regarding your account or enquiries

Prepare and submit Self Assessment or VAT returns

Maintain accurate financial records

Comply with legal and regulatory obligations

Issue invoices and manage payments

Improve website functionality and user experience

I will never sell your data or use it for marketing without your explicit consent.

4. Lawful Basis for Processing

I process your data under the following lawful bases:

Contract — to provide bookkeeping or tax services you have requested

Legal obligation — to comply with HMRC and financial record‑keeping requirements

Legitimate interests — to manage and operate my business effectively

Consent — where you have explicitly agreed (e.g., newsletter sign‑up)

5. How Your Data Is Stored

Your information is stored securely using:

Encrypted digital systems

Password‑protected devices

Secure cloud‑based bookkeeping software

Restricted access controls

I retain financial records for at least 6 years, as required by HMRC.

6. Sharing Your Information

I may share your data with:

HMRC (when submitting tax returns)

Accountants or financial professionals (with your permission)

Software providers such as bookkeeping or MTD platforms

Legal or regulatory authorities where required by law

I do not share your data with third parties for marketing purposes.

7. Your Rights Under UK GDPR

You have the right to:

Access the personal data I hold about you

Request correction of inaccurate information

Request deletion of your data (where legally permitted)

Restrict or object to processing

Request data portability

Withdraw consent at any time (where consent is the basis for processing)

To exercise your rights, contact: rachel@rebbookkeeping.co.uk

8. Cookies

This website may use cookies to:

Improve website performance

Analyse visitor behaviour

Enhance security

You can disable cookies in your browser settings at any time.

9. Links to Other Websites

This website may contain links to external sites. I am not responsible for the privacy practices or content of those websites.

10. Changes to This Privacy Policy

This policy may be updated periodically. Any changes will be posted on this page with an updated revision date.

11. Contact

If you have any questions about this Privacy Policy or how your data is handled, please contact:

Rachel — REB Bookkeeping Services  

📧 rachel@rebbookkeeping.co.uk  

📞 01792 439125