Skip to content
JRB JRB Accounting Trust · Tax · Advice
  • Home
  • Services
Get in touch
Legal

Privacy Policy

Last updated: 2 June 2026

This policy explains how JRB Accounting (“we”, “us”, “our”) collects, uses and protects your personal data when you contact us or use this website. We are committed to handling your information responsibly and in line with UK data protection law (the UK GDPR and the Data Protection Act 2018).

Who we are

JRB Accounting is the data controller for the personal data described in this policy. If you have any questions about this policy or about how we handle your data, please contact us at james.bannister@jrbaccounting.co.uk or on 0113 294 4472.

What data we collect

When you use our contact form or get in touch, we may collect:

  • Your name;
  • Your email address;
  • Your phone number (if you choose to provide it);
  • The content of any message or enquiry you send us.

If you go on to become a client, we will collect further information necessary to provide our services, which will be covered by our client engagement terms.

How we use your data

We use the personal data you provide to:

  • Respond to your enquiry and communicate with you;
  • Provide the services you request;
  • Meet our legal, regulatory and professional obligations.

Our lawful basis

We rely on your consent and/or our legitimate interest in responding to enquiries to process the data you submit through this website. Where we provide services to you, we also process data to perform our contract with you and to comply with legal obligations (for example, accounting and anti-money-laundering requirements).

How your enquiry is delivered

Our contact form is delivered to us by a third-party form service (Web3Forms), which forwards your submission to us by email. Your message is transmitted over a secure connection and is not used by us for marketing.

How long we keep your data

We keep enquiry data only for as long as necessary to deal with your request and for our legitimate business and legal record-keeping needs, after which it is securely deleted.

Sharing your data

We do not sell your personal data. We only share it where necessary to provide our services or where we are required to do so by law or our regulatory obligations.

Your rights

Under UK data protection law you have rights including the right to access, correct, or request deletion of your personal data, and to object to or restrict its processing. To exercise any of these rights, please contact us at james.bannister@jrbaccounting.co.uk.

Complaints

If you have concerns about how we handle your data, please contact us first so we can try to resolve them. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.

Our ICO registration reference is ZC160617.

Changes to this policy

We may update this policy from time to time. Any changes will be posted on this page with a revised “last updated” date.

JRB Accounting

Practical, thoughtful advice on trusts, estates and personal taxation.

Get in touch 0113 294 4472 james.bannister@jrbaccounting.co.uk

JRB Accounting is a company registered in England & Wales, company number 17227423.

Registered office: 14 Swarcliffe Approach, Leeds, LS14 5JZ.

© 2026 JRB Accounting. All rights reserved.

Privacy Policy James Bannister · Founder & Director