Dendy Neville Ltd ("we", “us”, “our” and “ours”) is an accountancy and tax advisory firm. We are registered in England and Wales as a company under number: 06219954 and our registered office is at 3-4 Bower Terrace, Tonbridge Road, Maidstone, Kent, ME16 8RY.

For the purpose of the Data Protection Legislation and this notice, we are the ‘data controller’. This means that we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy notice.

We have appointed a Head of Privacy. Our Head of Privacy is our Data Protection Point of Contact and is responsible for assisting with enquiries in relation to this privacy notice or our treatment of your personal data. Should you wish to contact our Data Protection Point of Contact you can do so using the contact details noted at "Contact Us" below.


The information we hold about you may include the following:

  • your personal details (such as your name, address, contact details, date of birth, nationality, marital status) and copies of documents you provide which will include your passport/driving licence containing your picture. We also hold the personal data of you and your family members as necessary to complete tax returns, accounts, audit, payroll, company secretarial and our other services (this may include information about your income/expenditure, assets/liabilities, bank details and tax references). We may from time to time also receive and hold data of a sensitive nature, including that relating to your health, your religion and your ethnic origin. These fall within the ‘special categories’ of data;
  • details of contact we have had with you in relation to the provision, or the proposed provision, of our services;
  • details of any services you have received from us;
  • our correspondence and communications with you, including some internal notes of meetings and conversations;
  • information about any complaints and enquiries you make to us;
  • information from research, surveys, and marketing activities;
  • Information we receive from other sources, such as publicly available information and information provided by third parties.


We obtain personal data directly from you, for example, when:

  • you request a proposal from us in respect of the services we provide;
  • you, your employer or our clients engage us to provide our services and also during the provision of those services;
  • you contact us by email, telephone or post (for example when you have a query about our services) or meet with us; or
  • we may also obtain your personal date indirectly, for example: from third parties and/or publicly available resources (for example, from Companies House, HMRC, banks/financial institutions and professional and financial advisers, your employer, fellow Directors or shareholders, your partner, spouse/civil partner or a member of your family).


We may process your personal data for purposes necessary for the performance of our contract with you, your employer or our clients and to comply with our legal obligations. This may include providing information to HMRC or other regulatory authorities, and to your other professional or financial advisers.

We may also process your personal data where you are an employee, subcontractor, supplier or customer for the purposes necessary for the performance of our contract with our client.

We may process your personal data for the purposes of our own legitimate interests, having regard to your legitimate interests, rights and freedoms which require the protection of personal data. This includes processing for marketing (for example telling you about specific areas or services that we think might be of interest to you), business development, statistical and management purposes.

Please note that we may process your personal data for more than one lawful basis depending on the specific purpose for which we are using your data.

Situations in which we will use your personal data

We may use your personal data in order to:

  • carry out our obligations arising from any agreements entered into between you, your employer or our clients and us (which will most usually be for the provision of our services);
  • carry out our obligations arising from any agreements entered into between our clients and us (which will most usually be for the provision of our services) where you may be a subcontractor, supplier, employee or customer of our client, and to record details of the services provided;
  • provide you with information related to our services and our events or seek your thoughts and opinions on the services we provide; and
  • notify you about any changes to our services.

In some circumstances we may anonymise or pseudonymise the personal data so that it can no longer be associated with you, in which case we may use it without further notice to you.

We may also process your personal data without your knowledge or consent, in accordance with this notice, where we are legally required or permitted to do so.

Data retention

We will only retain your personal data for as long as we believe it is necessary to fulfil the purposes for which it is collected.

When assessing what retention period is appropriate for your personal data, we take into considerationthe requirements of our business and the services provided,any statutory or legal obligations andthe purposes for which we originally collected the personal data;

The required period of data retention varies with the applicable legislation but is typically 6 years after the end of the financial or tax year. To ensure compliance with all such requirements, we expect to retain our records for a period of 7-9 years from the end of the financial or tax year, but with annual reviews of ageing data with a view to disposing of any no longer required. You are responsible for retaining information that we send to you for any period required by law or such longer period as you consider appropriate.

Where we have an ongoing client relationship, data which is needed for more than one year (e.g. your background information, capital gains tax base costs and details of claims and elections made to HMRC) may be retained throughout the period of the relationship, but we expect to be deleted 5-7 years after the end of the business relationship unless otherwise agreed.

Subject to statutory minimum holding periods, certain information may be kept for such shorter periods, or for such longer period where we feel that there is a legitimate interest in doing so.

Change of purpose

Where we need to use your personal data for a reason other than the purpose for which we originally collected it, we will only use your personal data where that reason is compatible with the original purpose.


We will share your personal data with third parties where we are required by law, regulatory and professional obligations, where it is necessary to administer the relationship between us or where we have another legitimate interest in doing so.

 “Third parties” includes third-party service providers. The following activities are carried out by third-party service providers: IT and cloud services, professional advisory services and banking services.

We only authorise our third-party service providers to process your personal data for specified purposes and in accordance with our instructions.

We may share your personal data with other third parties, for example in the context of the possible sale or restructuring of our business, or where authorised to liaise with your other professional or financial advisers, or with other individuals you specify. We may also need to share your personal data with a regulator or to otherwise comply with the law.


We will not knowingly transfer the personal data we collect about you outside of the EEA.


We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.

We cannot guarantee the security of any information that you transmit to us, and you do so at your own risk. We may forward any personal data transmitted to us in the same format as received, including responding to/forwarding any email from you that contains personal data. Where you ask us to send personal data (or documents including personal data) to you by email, you accept the risk associated with email communication. Similarly, you are ultimately responsible for setting a password of suitable strength for use in any data sharing, and for keeping this password confidential.


Your duty to inform us of changes

It is important that the personal data we hold about you is accurate and current. Should your personal information change, please notify us of any changes of which we need to be made aware by contacting us, using the contact details below.

Your rights in connection with personal data

Under certain circumstances, by law you have the right to:

  • Request access to your personal data. This enables you to receive details of the personal data we hold about you and to check that we are processing it lawfully.
  • Request correction of the personal data that we hold about you.
  • Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have exercised your right to object to processing (see below).
  • Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this basis. You also have the right to object where we are processing your personal information for direct marketing purposes.
  • Request the restriction of processing of your personal data. This enables you to ask us to suspend the processing of personal data about you, for example if you want us to establish its accuracy or the reason for processing it.
  • Request the transfer of your personal data to you or another data controller if the processing is based on consent, carried out by automated means and this is technically feasible.

If you want to exercise any of the above rights, please email our data protection point of contact or write to us.

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee for the administration costs of complying with the request if we consider your request for access is manifestly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.

We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal information is not disclosed to any person who has no right to receive it.


In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal data for a specific purpose (for example, in relation to direct marketing that you have indicated you would like to receive from us), you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please email our data protection point of contact or write to us.

Once we have received notification that you have withdrawn your consent, we will no longer process your personal information (personal data) for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law.


Any changes we may make to our privacy notice in the future will be updated through our website at:

This privacy notice was last updated in March 2020.


If you have any questions regarding this notice or if you would like to speak to us about the manner in which we process your personal data, please email our Data Protection Point of Contact at or write to us.

You also have the right to make a complaint to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues, at any time. The ICO’s contact details are as follows:

Information Commissioner's Office
Wycliffe House
Water Lane

Telephone - 0303 123 1113 (local rate) or 01625 545 745

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© 2023 Dendy Neville Limited. All rights reserved.
Dendy Neville Limited, 3 - 4 Bower Terrace, Tonbridge Road, Maidstone, Kent ME16 8RY

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Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. dendy neville is a trading name of Dendy Neville Limited, a company registered in England and Wales, company number 6219954.