Your privacy and data protection rights

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Privacy Notice

Issued by New Vision Accounting Limited

The Data Protection Act 2018 ("DPA 2018") and the General Data Protection Regulation ("GDPR") impose certain legal obligations in connection with the processing of personal data.

New Vision Accounting Limited is a data controller within the meaning of the GDPR and processes personal data.

📧 Contact Details

We may amend this privacy notice from time to time. If so, a copy of the amended notice will be made available to you.

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Purposes of Data Processing

  • ✓ To supply professional services to you as our client
  • ✓ To fulfil legal obligations (e.g. Money Laundering Regulations)
  • ✓ To comply with professional obligations as a member of AAT
  • ✓ For investigation or defence of potential complaints, disciplinary proceedings, or legal proceedings
  • ✓ To invoice you and address any attendant fee disputes
  • ✓ To contact you about other services if you have consented
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Legal Bases for Processing

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Consent

Your consent at the time of instruction

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Contract Performance

Necessary for the performance of our contract with you

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Legal Obligations

Necessary for compliance with legal obligations

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Legitimate Interests

Necessary for legitimate interests pursued by us

Important: If you do not provide required personal data, we may be unable to provide our services to you.

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Data Sharing

We may share your data with:

  • 🏛ī¸ HMRC
  • đŸ‘Ĩ Any third parties you require or permit
  • 🔧 Subcontractors
  • 🔄 An alternate in event of incapacity or death
  • 🛡ī¸ Tax insurance providers
  • đŸĸ Professional indemnity insurers
  • 📊 Our professional body (AAT) and/or OPBAS
  • 👮 Police, law enforcement agencies, courts, tribunals, ICO (if law requires)

Note: If you ask us not to share your data with certain third parties, we may need to cease acting for you.

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Data Transfers

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EEA Processing Only

Your personal data will be processed in the EEA only.

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Data Retention

📊 Tax Returns

Kept for 7 years from the end of the tax year

đŸ’ŧ Advisory Work

7 years from end of relationship

🤝 Ongoing Clients

Data needed for more than one year's tax compliance retained, then deleted 7 years after relationship ends

📋 Contractual Terms

Destruction of documents after 6 years

📋 Client Responsibilities
Clients: You are responsible for retaining information we send to you.
Companies/LLPs: 6 years from end of accounting period
Individuals, trustees, partnerships:
  • With trading/rental income: 5 years 10 months after tax year ends
  • Otherwise: 22 months after tax year ends
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Your Rights

👁ī¸ Access

Request a copy of your personal data ("SAR") in writing to Yasha Rahbari.

✏ī¸ Rectification

Request correction or completion of inaccurate/incomplete data.

🗑ī¸ Erasure

Request deletion of your personal data in certain circumstances.

đŸšĢ Restrict/Object

Request to block, suppress, or object to data processing.

📤 Data Portability

Request your data in machine-readable format (where applicable).

↩ī¸ Withdraw Consent

Withdraw your consent at any time (may affect service delivery).

For more on your rights, visit the ICO website.

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Complaints

If you are not satisfied with our response, you can complain to us at mail@newvisionaccounting.co.uk or to the Information Commissioner's Office (ICO).

đŸĸ Company Information

New Vision Accounting Limited
Company number 13290933. Registered in England & Wales.
Director: Y. Rahbari BSc Hons. FMAAT.