Riverview Portfolio Ltd / Property Tax
Advice Ltd privacy notice explains how the
firm handles and uses data it collects from, and is given by, clients past,
present and future.
In broad terms Riverview Portfolio Ltd / Property Tax Advice Ltd uses your data to provide advisory, accountancy,
tax services and payroll services as relevant and as set out in your engagement
letter(s), and additional services arising from undertaking specific engagements.
These include ensuring we keep you informed of our activities and developments,
to provide services to you and to identify ways in which we can give you
on-going support and advice.
data is used by Riverview Portfolio Ltd / Property Tax Advice Ltd
Your data is
used by us for a number of interdependent purposes, including communications.
provision of our services under the terms of contract
& personal tax returns
and VAT returns
payroll & pension contributions
Enable us to
comply with any legal or regulatory requirements and in the detection and
prevention of theft, fraud and other crimes
Communications may be sent to you by post, telephone or electronic means,
depending on the contact details we hold and the preferences expressed by you.
If you have concerns about any of these purposes, or how we communicate with
you, contact firstname.lastname@example.org or 01249 816 810
What data is held by Riverview Portfolio Ltd
/ Property Tax Advice Ltd?
Unique personal identifiers
Your contact details
Copies of documents you have provided to enable accounts, tax returns and other
related services to be performed
Information pertaining to your employees (personal identifiers etc)
We have arrangements with third parties who may have access to, or hold
your data for the purposes associated with the services we provide,these
Sage Payroll (for payroll services)
Xero (cloud bookkeeping software)
Microsoft (email management)
and tax return production and practice management database)
have received instructions from you we will not share any of the personal data
we hold with any third party. We do not sell or license the use of any of your
data for marketing purposes.
In order for us to be able to deliver a payroll processing service we
request that you give us personal data for your employees. This data includes:
Full name, Address, Date of birth, National Insurance number, Rate of
pay, Holiday allowance
Benefits, P45 and details of tax codes, Details of any Direct Earnings orders, Email
We will not use your employees’ data for any purpose except for
processing your payroll as agreed in our engagement letter. Our third party
their website at https://www.sage.co.uk
Retention of data
We will only
hold your personal information for as long as reasonably necessary to carry out
services and administer your relationship with us. We are required under
UK tax law to keep your accounting records for a minimum of 6 years and a
maximum of 25 years. Your information we use for marketing purposes will be
kept with us until you notify us that you no longer wish to receive this
dispose of your information it will always be done securely.
Basis for processing data
The legal basis for processing your personal data is our contractual
arrangement with you, and otherwise our legitimate interest.
Our legitimate interest is a commercial one and consists of sending to
you information which we deem to be relevant to you and/or your business.
We have a contract with you – being compliance services or advisory
services as set out in your individual engagement letters – and the majority of
our data processing is carried out under the legal basis of contract. However, there is some information which we
deem to be relevant to you which might not be necessary for the proper and
complete performance of our contract with you.
Equally we may
send out newsletters or information packs on relevant issues. We would argue
that this is required under the contract basis – as we cannot properly provide
services if you are not aware of the rules and regulations governing you or
impacting on your transactions.
It is this
information which we consider to be processed under a commercial legitimate
If we could not
provide this information to you then you may not be aware of developments to
tax, accounting and wider law which directly impact on you or your business.
You also might not be aware of the full range of our services. We need to
process your personal data (name, contact details, business information such as
sector, potentially your date of birth) in order to identify the services
relevant to you.
The personal data is stored on our secure database.
The controller for your data is Riverview Portfolio Ltd /
Property Tax Advice Ltd, and we can
be contacted at email@example.com or at the postal address noted
You have the right to request access to personal data which we may
process about you. If you wish to exercise this right you should: put your
request in writing and post it to the address .Please include proof of your
identity and address (e.g. a copy of your driving licence or passport, and a
recent utility or credit card bill). You will need to specify the personal data
you want access to, including any account or reference numbers where
You have the right to require us to correct any inaccuracies in your data.
If you wish to exercise this right you should again put your request in writing
and post it to the address below. You will need to provide us with enough
information to identify you and specify the information that is incorrect and
what it should be replaced with.
You also have the right to ask us to stop processing your personal data
for direct marketing purposes or for purposes we have considered to be covered
by legitimate interest. If you wish to exercise this right you should: put your
request in writing (an email sent to firstname.lastname@example.org with a
header that says ‘Unsubscribe’ is acceptable) and provide us with enough
information to identify you.
You have the right to request that we erase your personal data in cases
where we were not entitled under contractual or legal obligation to process it.
However please refer to our terms and conditions for statutory retention
periods for specified financial and legal information we hold on your behalf
Riverview Portfolio Ltd / Property Tax Advice Ltd
1 Market Hill
Telephone 01249 816 810
The content of this website is subject to the copyright of
RiverView Portfolio Ltd and should not be copied or downloaded other than for
your personal information.
The information contained on this site does not represent
professional advice. Before you take any action based upon the information on
this site, please contact an accountant from RiverView Portfolio Ltd and we
will tailor advice to your specific circumstances.
Whilst all reasonable care has been taken to avoid the
transmission of viruses, it is the responsibility of the users to ensure that
the onward transmission, opening or use of this website (and any attachments)
will not adversely affect its systems or data. No responsibility is accepted by
RiverView Portfolio Ltd in this regard and the recipient should carry out such
virus and other checks as it considers appropriate.
Registered in England Company No: 4095143
Registered with the ICO for data protection Z5663030