Posted 11th September 2018 by David Nugent
We hope you enjoyed the summer, and our unusually good weather.
Now September is here, we now start to focus on encouraging our clients to send in their accounts well in advance of the January deadline. We know our clients are grateful for this. They don’t need the stress of any last-minute panic, and it helps them to be able to budget in advance of the expensive time that is Christmas (So sorry to mention the ‘C’ word)
Please could existing clients get your accounts in to us as soon as you are able. If you are not an existing client, please contact us for a no obligation chat and we can discuss how we can help your business.
Here are some of our other focuses and successes this year
Making Tax Digital
We are encouraging our clients to move over to Digital tax as soon as possible, due to the benefits it offers. The enclosed leaflet gives you more information. Don’t worry, we will be here to hold your hand every step of the way. Please contact us and we can assist.
Tax investigation Service and Business Legal helpline
We have had another successful take up on this offer again this year. This protects clients from the cost of Tax inspections and the 24Hr legal helpline is an added bonus. All existing client would have received a letter from us about this. However its not to late to take advantage, so please give us a call if this is something you would be interested in.
Recommend a friend scheme
We are very proud of our business growth through personal recommendations. We thank our clients for their recommendations with a voucher and this has proved to be very popular. Please keep the recommendations coming and ask the person/company you recommend to let us know who this came from.
Its been a good year for the team this year. Shadab has qualified in her ACCA and become an Affiliate. Alex is set to complete his ACCA and is classed as a finalist. Leanne is also celebrating her 10 year anniversary working with us. Kelly is currently working through her exams for trust and estate planning. We thank the team for their commitment to their development and to the business.
We are rolling out an automated payment system to our clients which is proving to be very popular. You get advance notice of what payments will be taken in case of queries. Clients value this method as it takes the time away from them to manually write cheques or pay us directly.
We are now firmly established in our new office in Swinton. Feedback has been excellent from clients and we are very happy with the move.
Please remember that our scope of work may be more than you are aware of. We have a number of reliable partners we are happy to recommend in a number of areas. Please give us a call if you have any thing you may want support within the financial arena.
Posted 17th May 2018 by David Nugent
Privacy Statement – Personal Data
We are committed to protecting your personal data in accordance with the Data Protection Act 2018 (DPA 2018) and the General Data Protection Regulations (GDPR).
We process personal data for several purposes and the means of collection, lawful basis of processing, use, disclosure, and retention periods for each purpose may differ.
Our policy is to collect only the personal data necessary for agreed purposes and we ask clients to only share personal data where it is strictly needed for those purposes. We collect personal data from our clients or from third parties acting on the instructions of the relevant client.
We process personal data to provide professional services such as tax advice, general or specific business advice as part of the range of services we offer. We also process personal data in the administration and management of our business.
Your business contact details are used to provide you with information about our services and other information which we think will be of interest to you, unless you tell us not to.
We are subject to legal, regulatory and professional obligations. We need to keep certain records to demonstrate that our services are provided in compliance with those obligations and those records may contain personal data.
Personal data processed is kept by us for as long as is considered necessary for the purpose for which it was collected (including as required by applicable law or regulation). In the absence of specific legal, regulatory or contractual requirements, our retention policy period for records and other documentary evidence created in the provision of services is 7 years.
We take the security of your data we hold seriously. We have a policy including procedures and training in place covering data protection, confidentiality and security and regularly review the appropriateness of the measures we have in place to keep the data we hold secure.
We will only share personal data with others when we are legally permitted to do so. When we share data with others, we put contractual arrangements and security mechanisms in place to protect your data.
Under the DPA (2018) and GDPR, Individuals have certain rights over their personal data and data controllers are responsible for fulfilling these rights.
Access to data
You have a right to access your personal data held by us and you can exercise that right by contacting us below. Our aim is to respond a request promptly and within the legally required limit of 40 days.
Update of personal data
If you wish to update personal data submitted to us, please contact us below. Once we are informed that any personal data held by us is no longer accurate we will make changes based on your updated information.
Withdrawal of consent
Where we hold data based on consent, individuals have a right to withdraw consent at any time. To withdraw consent to our processing of your personal data please contact us below.
This statement is intended to provide information about what personal data we collect about you and how it is used. As well as rights of access and amendment referred to above, individuals may have other rights in relation to the personal data we hold, such as a right to erasure/deletion, to restrict or object to our processing of personal data and the right to data portability. For further information on these rights please contact us below.
If you do want to complain about our use of your personal data, please contact us below with the details of your complaint. You also have the right to register a complaint with the Information Commissioner’s Office (“ICO”). For further information on your rights and how to complain to the ICO, please refer to their website.
Contacting us about your data
If you have any questions about this privacy statement or how and why we process personal data, please contact us at:
Name: David Nugent & Co Ltd
Address: The Counting House, 4A Moss Lane, Swinton Manchester. M27 9SA
Telephone: 0161 790 0002