Privacy Policy

Last Updated: 24 November 2025

This Privacy Policy explains how NextGen Accountancy Services (“we”, “our”, or “us”) collects, uses, stores, and protects your personal information when you visit our website or engage with our services.

We are committed to safeguarding your privacy and processing your data in compliance with the UK General Data Protection Regulation (GDPR) and the Data Protection Act 2018.

1. Who We Are

NextGen Accountancy Services
28-42 Clements Road, Ilford IG1 1BA, United Kingdom
📧 Email: info@nextgenaccountancy.com
📞 Phone: +44 7506 460766

We operate as the Data Controller for the personal information we collect from you.

2. Information We Collect

We may collect personal and business-related information including:

Information You Provide Directly

  • Name and contact details (email, phone number, address)
  • Business details (company name, registration number, trading address)
  • Financial records, bank statements, invoices, payroll data
  • HMRC documents and tax reference numbers
  • Identification documents (where legally required for AML / KYC purposes)
  • Form submissions, enquiries, and consultation bookings

Information Collected Automatically

  • IP address, browser type, device information
  • Usage data, pages visited, and interaction analytics
  • Cookies and tracking technologies (see Cookies Policy)

3. How We Use Your Information

We process your information for the following purposes:

  • To provide accounting, taxation, consultancy, and financial services
  • To verify identity and comply with legal AML / HMRC regulations
  • To communicate with you regarding enquiries or ongoing services
  • To generate financial reports, filings, and documentation
  • To process payments and issue invoices
  • To improve our website and customer experience
  • For marketing, only with your explicit consent

We do not sell or rent your data to third parties.

4. Legal Basis for Processing

We process personal data under the following grounds:

  • Contractual necessity – delivering services and agreements
  • Legal obligation – compliance with tax, accounting and AML regulations
  • Legitimate interest – improving service quality
  • Consent – when you sign up for marketing communications

5. Data Sharing & Third Parties

We may share your data with trusted organisations strictly when required:

  • HMRC and other regulatory bodies
  • Banks and financial institutions
  • Software and cloud service providers (e.g., accounting platforms)
  • Business partners assisting with your service delivery

All partners must comply with GDPR and maintain secure data protection standards.

6. Data Retention

We retain personal and financial records in accordance with UK law:

  • Accounting & tax records: minimum 6 years
  • AML & identity verification: minimum 5 years
  • Marketing communications: until you opt-out

Once retention periods expire, information is securely deleted.

7. Your Data Protection Rights

You have the right to:

  • Access the information we hold about you
  • Request correction or deletion of your data
  • Withdraw consent at any time
  • Request restriction or objection to processing
  • Request transfer of your data (data portability)
  • Submit a complaint to the UK ICO (Information Commissioner’s Office)

ICO Contact: www.ico.org.uk

8. Security Measures

We implement industry-standard security controls including:

  • Encrypted storage and secure data transfers
  • Restricted access and authentication controls
  • Regular audits, policies, and training

No method of digital transmission is 100% secure, but we take all reasonable steps to protect your information.

9. Cookies & Tracking

Our website uses cookies to improve functionality and analytics.
For more detail, please refer to our Cookies Policy.

10. Third-Party Website Links

Our website may contain links to external websites.
We are not responsible for their privacy policies or security practices.

11. Changes to This Policy

We may update this policy periodically. Updates will be posted on this page with a new revised date.

12. Contact Us

If you have questions about this policy or wish to exercise your rights:

📧 Email: info@nextgenaccountancy.com
📞 Phone: +44 7506 460766
📍 Address: 28-42 Clements Road, Ilford IG1 1BA, United Kingdom