Privacy Policy

Our commitment to your privacy

Acwell takes the protection of your personal information seriously. This policy explains what data we collect, how we use it, who we share it with, and what rights you have. We aim to be clear and straightforward about our practices — if anything here is unclear, please contact us.

This policy applies to information collected through this website and in the course of providing our estate and trust accounting services.

What personal data we collect

Information you provide directly

Name and email address submitted through our contact form
The subject and content of messages sent to us
Financial records, estate documents, and other materials shared in connection with an engagement
Communication history, including email correspondence

Information collected automatically

Browsing data including pages visited, time spent, and navigation paths
Device and browser information (type, operating system, screen resolution)
Approximate location derived from IP address
Cookie and analytics data, subject to your consent preferences

How we use your data

To respond to your enquiries — when you contact us, we use the details you provide to get back to you.

To deliver our accounting services — during an engagement, we use financial and estate records you provide solely for the purposes of that engagement.

To improve this website — analytics data (where consented) helps us understand which pages are useful and where improvements can be made.

For legal and compliance purposes — we may retain certain records as required by applicable law and professional standards.

Legal basis for processing

Contractual necessity — processing required to deliver services agreed between us.

Legitimate interests — website improvement and security monitoring, balanced against your rights.

Consent — optional cookie categories and marketing communications, which you may withdraw at any time.

Legal obligation — retaining records in accordance with applicable regulations and professional requirements.

Data sharing and third parties

We do not sell your personal data. We may share information with the following categories of third party, where necessary:

Analytics service providers (subject to your cookie consent)
Email hosting and communication infrastructure providers
Legal advisers and solicitors where required in connection with an engagement
Regulatory or government bodies where required by law

Where third parties process data on our behalf, we ensure they do so under appropriate data processing agreements.

Data retention

We retain personal data only for as long as necessary for the purpose for which it was collected:

Contact enquiries that do not lead to an engagement: up to 12 months
Records relating to completed engagements: up to 7 years, in accordance with standard professional retention requirements
Analytics data: as defined by our analytics provider's data retention settings
Cookie consent preferences: stored in your browser until cleared

How we protect your data

Encrypted transmission of data in transit over HTTPS

Access restricted to authorised individuals involved in the relevant engagement

In the event of a data breach, we will notify affected individuals and relevant authorities as required by law

Your rights

Right of access — you may request a copy of the personal data we hold about you.
Right to rectification — you may ask us to correct inaccurate data.
Right to erasure — in certain circumstances, you may request the deletion of your personal data.
Right to data portability — you may request your data in a structured, machine-readable format.
Right to object — you may object to processing based on legitimate interests or for direct marketing.
Right to withdraw consent — where processing is based on consent, you may withdraw it at any time without affecting past processing.

Your Rights and Opt-Out Instructions

You are not required to provide any personal information when using this website. If you prefer not to share your data, you may: Avoid filling out contact forms, account registrations, or any data-submitting features. Disable cookies through your browser settings (see our Cookie Policy for more details). Contact us directly to request the deletion of any previously shared personal data. We respect your privacy choices. If you would like us to delete your data, please reach out to us at the contact details provided on our Contact page. We will process your request promptly.