Rowlands Webster

We also offer fee protection cover that ensures potential investigation defence costs are not payable by you.

Even a minor tax investigation causes disruption, uncertainty and poses complex and invasive questions. If you need assistance in bringing your affairs up to date or are already subject to enquiry we will defend your position to obtain the possible outcome.

A Tax investigation looks into many aspects of you and your business.

Mark is the most competent accountant I have ever dealt with and because of this he is not intimidated when representing us with the tax authorities. I have no hesitation in recommending him and would not go anywhere else.

Our team can take away the uncertainty, confusion and stress of tax and accounting compliance while advising on ways to legitimately reduce your tax liability.

Navigating through the minefield of financial obligations can be daunting. Balancing your time between running your business and meeting commitments is trying. Our approach is to work with you to provide the right level of support and technical assistance that you need, when you need it, whether in Bournemouth or nationwide.

Having an accountant who understands my perspective and who can talk to me in language I can understand has meant I have been able to quickly grasp the real issues facing my work. Janice Jane has helped me make real progress towards my vision – by using my head as well as my heart!

You will know what’s in your bank before the bank statement arrives and you can see your VAT bill building up. Using the reports, you will be able to see where money has come from and where it has gone. We will be able to see how much profit you have made and this helps us spot tax saving opportunities earlier so we can save you even more money.

Rowlands Webster have consistently delivered a first class service to our company. They are meticulous and thorough, offering a bespoke approach that is both highly professional and accessible to all scales of business.

PRIVACY NOTICE issued by Rowlands Webster

Introduction

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.

Rowlands Webster is a data controller within the meaning of the GDPR and we process personal data.

We may amend this privacy notice from time to time. If we do so, we will supply you with and/or otherwise make available to you a copy of the amended privacy notice.

Where we act as a data processor on behalf of a data controller (for example, when processing payroll), we provide an additional schedule setting out required information as part of that agreement. That additional schedule should be read in conjunction with this privacy notice.

The purposes for which we intend to process personal data

We intend to process personal data for the following purposes:

The legal bases for our intended processing of personal data

Our intended processing of personal data has the following legal bases:

It is a requirement of our contract with you that you provide us with the personal data that we request. If you do not provide the information that we request, we may not be able to provide professional services to you. If this is the case, we will not be able to commence acting or will need to cease to act.

Persons/organisations to whom we may give personal data

We may share your personal data with:

If the law allows or requires us to do so, we may share your personal data with:

We may need to share your personal data with the third parties identified above in order to comply with our legal obligations, including our legal obligations to you. If you ask us not to share your personal data with such third parties we may need to cease to act.

Transfers of personal data outside the EEA

Your personal data will be processed in the EEA only.

Retention of personal data

When acting as a data controller and in accordance with recognised good practice within the tax and accountancy sector we will retain all of our records relating to you as follows:

Our contractual terms provide for the destruction of documents after 7 years and therefore agreement to the contractual terms is taken as agreement to the retention of records for this period, and to their destruction thereafter.

You are responsible for retaining information that we send to you (including details of capital gains base costs and claims and elections submitted) and this will be supplied in the form agreed between us. Documents and records relevant to your tax affairs are required by law to be retained by you as follows:

Individuals, trustees and partnerships

Companies, LLPs and other corporate entities

Where we act as a data processor as defined in DPA 2018, we will delete or return all personal data to the data controller as agreed with the controller at the termination of the contract.

Requesting personal data we hold about you (subject access requests)

You have a right to request access to your personal data that we hold. Such requests are known as ‘subject access requests’ (“SARs”).

Please provide all SARs in writing marked for the attention of Mark Rowlands.

To help us provide the information you want and deal with your request more quickly, you should include enough details to enable us to verify your identity and locate the relevant information. For example, you should tell us:

If you do not have a national insurance number, you must send a copy of:

DPA 2018 requires that we comply with a SAR promptly and in any event within one month of receipt. There are, however, some circumstances in which the law allows us to refuse to provide access to personal data in response to a SAR (e.g. if you have previously made a similar request and there has been little or no change to the data since we complied with the original request).

You can ask someone else to request information on your behalf – for example, a friend, relative or solicitor. We must have your authority to respond to a SAR made on your behalf. You can provide such authority by signing a letter which states that you authorise the person concerned to write to us for information about you, and/or receive our reply.

Where you are a data controller and we act for you as a data processor (e.g. by processing payroll), we will assist you with SARs on the same basis as is set out above.

Putting things right (the right to rectification)

You have a right to obtain the rectification of any inaccurate personal data concerning you that we hold. You also have a right to have any incomplete personal data that we hold about you completed. Should you become aware that any personal data that we hold about you is inaccurate and/or incomplete, please inform us immediately so we can correct and/or complete it.

Deleting your records (the right to erasure)

In certain circumstances you have a right to have the personal data that we hold about you erased. Further information is available on the ICO website (www.ico.org.uk). If you would like your personal data to be erased, please inform us immediately and we will consider your request. In certain circumstances we have the right to refuse to comply with a request for erasure. If applicable, we will supply you with the reasons for refusing your request.

The right to restrict processing and the right to object

In certain circumstances you have the right to ‘block’ or suppress the processing of personal data or to object to the processing of that information. Further information is available on the ICO website (www.ico.org.uk). Please inform us immediately if you want us to cease to process your information or you object to processing so that we can consider what action, if any, is appropriate.

Obtaining and reusing personal data (the right to data portability)

In certain circumstances you have the right to be provided with the personal data that we hold about you in a machine-readable format, e.g. so that the data can easily be provided to a new professional adviser. Further information is available on the ICO website (www.ico.org.uk).

The right to data portability only applies:

We will respond to any data portability requests made to us without undue delay and within one month. We may extend the period by a further two months where the request is complex or a number of requests are received but we will inform you within one month of the receipt of the request and explain why the extension is necessary.

Withdrawal of consent

Where you have consented to our processing of your personal data, you have the right to withdraw that consent at any time. Please inform us immediately if you wish to withdraw your consent.

Please note:

Automated decision-making

We do not intend to use automated decision-making in relation to your personal data.

Complaints

If you have requested details of the information we hold about you and you are not happy with our response, or you think we have not complied with the GDPR or DPA 2018 in some other way, you can complain to us. Please send any complaints to Mark Rowlands.

If you are not happy with our response, you have a right to lodge a complaint with the ICO (www.ico.org.uk).

08 May 2018

Rowlands Webster