Last updated: October 2025

1. Introduction

Welcome to Valion – A New Beginning. We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data in accordance with the Isle of Man Data Protection Act 2018 and GDPR principles.

By using our website, submitting a contact form, or engaging our services, you agree to the terms of this Privacy Policy.

2. Who We Are

Valion – A New Beginning is a designated business registered in the Isle of Man, providing accountancy, tax, and compliance services.
Business Owner: Ben Harcourt
Email: benjamin@valionim.com
Registered Office: [Insert business address, Isle of Man]

Valion is the Data Controller of your personal data.

3. What Information We Collect

We may collect the following personal information depending on your interaction with us:

Name, email address, and phone number (via contact form or email)
Business or employment information
Billing and payment details
Identification and verification documents (for AML compliance)
Any additional information you provide voluntarily

4. How We Use Your Information

We use your data to:

Respond to enquiries and provide quotations
Deliver accountancy, tax, and compliance services
Comply with AML and tax regulations
Manage billing, payments, and client records
Maintain client communication
Improve our website and services

We will never sell or rent your data to third parties.

5. Legal Bases for Processing

We process your data under one or more of the following lawful bases:

Contract: To perform or prepare to perform our services contract with you.
Legal Obligation: To comply with AML, tax, and record-keeping requirements.
Legitimate Interests: To operate and manage our business effectively.
Consent: When you voluntarily submit personal data (e.g., via our contact form).

You may withdraw consent at any time by contacting benjamin@valionim.com.

6. Data Retention

We retain data only as long as necessary and in line with legal, tax, and regulatory requirements.

General enquiries: up to 12 months.
Client records: at least 6 years after the business relationship ends.

Data no longer required will be securely deleted or anonymised.

7. Data Security

We use appropriate technical and organisational measures to protect your data from loss, misuse, or unauthorised access. Data is stored securely within the Isle of Man and/or via GDPR-compliant cloud providers.

8. Sharing Your Information

We may share limited information with trusted third parties, including:

Cloud accounting platforms (e.g., QuickBooks, Zoho)
Professional advisers (e.g., auditors, tax consultants)
Regulatory or government bodies (where legally required)

All third parties are bound by confidentiality and data-protection agreements.

9. Your Rights

Under the Isle of Man Data Protection Act 2018, you have the right to:

Access and correct your data
Request erasure or restriction of processing
Request a copy of your data in a portable format
Object to certain processing activities
Lodge a complaint with the Isle of Man Information Commissioner

To exercise your rights, contact benjamin@valionim.com.

10. Cookies and Website Analytics

Our website may use cookies or analytics tools to improve user experience.
You can disable cookies in your browser settings at any time.

11. International Transfers

If data is transferred outside the Isle of Man or UK (e.g., to cloud providers in the EU), we ensure appropriate safeguards and GDPR-compliant agreements are in place.

12. Updates to This Policy

We may update this policy periodically to reflect legal or operational changes. The latest version will always be available on our website.

13. Contact Us

If you have questions or requests about this Privacy Policy or your personal data, please contact:

Valion - A New Beginning
benjamin@valionim.com

If you are dissatisfied, you may contact:
Isle of Man Information Commissioner
https://www.inforights.im
ask@inforights.im