Tax Refund General Terms & Conditions:

In getting you a tax refund, there are a few terms and conditions. Here they are in as plain English as we can put it:

Definitions: You or Your– the person who has undertaken the tax code review service from  The Tax Refund Company and whose name appears on correspondence from PTS (Stockport) Ltd.
We, us or Our – The Tax Refund Company which is a trading name of PTS (Stockport) Ltd of Grosvenor House, St Thomas’s Place, Stockport, SK1 3TZ, a Company registered in England & Wales. Company Reg. No. 09393187 and with the VAT Registration Number: 205 141 657.HMRC – Her Majesty’s Revenue & Customs

You confirm that by submitting Your application to Us You are appointing Us as Your nominee to act on Your behalf, pursue Your claim and entitle Us to receive notification directly from HMRC regarding details of Your claim.

You may cancel the contract by notice in writing to Us within a period of 14 (fourteen) days from the date You submit Your application on our website or of the date We receive your postal application.  Your cancellation will be effective from the day that We receive your letter or email.

We will conduct a comprehensive review of Your tax affairs based on information provided by You which We will treat as true, accurate and complete.  The review will cover up to the 4 tax years prior to the current tax year, together with the current tax year. (A tax year runs from 6th April to 5th April the following year.)

You agree that all information You provide to us will be accurate to the best of Your knowledge and belief.

You have maintained accurate records and have evidence to support Your claim such that can be made available to Us or HMRC if requested.

We will contact You after We receive Your completed application and request any information necessary to complete Your review.

We will carry out Your review free of charge, subject to You agreeing to these Terms & Conditions.

We will not be held responsible for any underpayment of tax caused by omitted or inaccurate information supplied by You.

We will correspond with You by telephone, post, email or via Our online portal using the contact details that You have provided us with in Your initial application.

You will inform us if any of the name or contact details You provide change whilst We are carrying out Your review.

We will contact You if Your tax affairs appear to be correct based on the information You provide to us.

We will send a claim to HMRC to arrange for Your money to be refunded if Your review indicates You have paid too much tax.

We will continue to correspond with HMRC for as long as it takes to get back any money You are owed by HMRC.

You will only provide copies of any documentation requested.  In the interests of protecting your data We will destroy any documentation provided once We have completed the review of Your tax affairs.

You will send us any letters You receive from HMRC asking for documents or information, together with the documents or information HMRC are asking for where possible.

You will instruct HMRC to send the refund to us using the document We will supply You with. Where HMRC sends the refund to us, We will deduct Our fee (as per the “Fees” section below) and send You a cheque for the balance by post.

You agree to contact us within 14 days of receiving notice from HMRC of a new tax code or receiving a cheque from HMRC if HMRC sends the cheque to You, or if HMRC refunds Your money by giving You a new tax code. We will then send You an invoice for Our fee and You agree to pay Our fee in full within 21 days of receiving Our invoice. Should You not pay us Our fee within 21 days of receiving Our invoice We may take action to recover the monies You owe us and You agree to pay any costs incurred by us in taking this action.


Unless otherwise agreed, when You get a tax refund from HMRC as a result of a claim We make to HMRC on Your behalf, where Your tax refund is under £100 Our fee is £38 and where Your tax refund is over £100, Our fee is 38 pence for each £1 of tax You get back. Where the total amount We get back for You is under £38, You will not be required to pay us any more than the amount of the refund.

If You ask us to re-issue a cheque We have sent to You, We will charge You a £25 fee. Where the value of the cheque is under £25 you will not be required to pay us any more than the amount of the refund.  We will not charge You this fee if We have made a mistake that requires Your cheque to be re-issued.

Following the issue of a refund cheque.  If We do not hear from You after a further 12 months and your cheque remains un-cashed, We will close Your file and You agree that We will dispose of Your refund as We see fit including the donation of some or all of Your refund to a Registered Charity of Our choice.

All figures include VAT at the applicable rate, which is currently 20%.

HMRC contact details can be found here

Tax Refund Website Terms & Conditions:

Welcome to our website. If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern The Tax Refund Company’s relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.

The term ‘[business name]’ or ‘us’ or ‘we’ refers to the owner of the website whose registered office is The Tax Refund Company,Grosvenor House,St. Thomas’s Place,Stockport,SK1 3TZ. Our company registration number is 09393187. The term ‘you’ refers to the user or viewer of our website.

The use of this website is subject to the following terms of use:

  • The content of the pages of this website is for your general information and use only. It is subject to change without notice.
  • This website uses cookies to monitor browsing preferences. If you do allow cookies to be used, the following personal information may be stored by us for use by third parties: [insert list of information – Waiting to know channels to list]. Facebook – Google – Adrol – Partner by BT, Dotmailer. ?
  • Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.
  • Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.
  • This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.
  • All trademarks reproduced in this website which are not the property of, or licensed to, the operator are acknowledged on the website.
  • Unauthorised use of this website may give rise to a claim for damages and/or be a criminal offence.
  • From time to time this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).
  • Your use of this website and any dispute arising out of such use of the website is subject to the laws of England, Northern Ireland, Scotland and Wales

Cookies Policy
The EU cookie directive, or the EU cookie law as it is more commonly known, is a law that came into effect at the end of May 2012 that aims to improve data privacy and online security by giving internet users more control over what data can be held about them.  The cookie law also concerns how our personal data is being used and held on the websites we visit.

The UK cookie law forces website owners to be more transparent about how they are using cookies, i.e. how long they hold cookies, what information is held and it will also be a requirement for websites to request permission from visitors before their cookies can be used to improve website performance.

Originally, the law stated that websites had to explain how they used cookies, and provide users with the option to ‘opt-out’ of leaving cookies at a website.  Now however, it is the case that users need to ‘opt-in’ after they have become made aware of the how the use of cookies will inevitably improve their user experience.

The law applies to all Member States of the European Union, but if a site based outside the EU is targeting visitors from inside the EU, they will also need to abide by the same laws.

The change in law will mean that practical changes need to be made to the website in order to make users aware of how to ‘opt-in’ to leaving cookies.  Cookies also play an important part in storing user preferences such as the language that the site is shown in, and storing the items that users have added to their shopping basket.

It will be possible for websites to use cookies without the websites permission in instances where it is completely necessary for them to do so for website functionality (such as the shopping basket on an ecommerce website).

What are cookies?

Cookies are small text files that websites save to your computer, allowing the services those websites provide to be more reliable, easy to use, and useful.  The cookies that are stored on your device by a website, be it a desktop computer or a mobile phone, do not contain any information that can be used to identify you personally.  However, they do contain some information that is used by the website to improve your experience.

Here are some examples of how the information in cookies is used to improve the quality of service a website offers, or its general browsing experience, for you:

Enabling cookies allows a website to recognise your device so you don’t have to give the same data multiple times during a single task.
Having cookies enabled means that if you have already entered a username and password, you won’t need to do it again for every webpage that requests that information.
If you suffer with reading difficulties, you may want to view text on a site with a larger font.  Allowing cookies will enable the website to recognise you, meaning you won’t have to change font size every time you visit the site.
As you can see, allowing cookies can greatly improve your experience when browsing the web.  Please read the list below to learn about the cookies that this website uses.

Tax Refund company Private/Personal Details Policy

Below is a summary of some key terms of this Privacy Policy. This summary is for your reference only and does not form part of the Privacy Policy.

  • We are committed to protecting your personal information when you use our Sites and we want you to be confident that your personal information is safe and secure with us.  This Privacy Policy explains the following:
  1. how we collect your personal information;
  2. what personal information we collect;
  3. how we use your personal information;
  4. who we share your personal information with; and
  5. the rights and choices you have when it comes to your personal information.


  • Use of our Sites is subject to the terms of this Privacy Policy and our Terms of Use.  If you don’t agree to these terms, please stop using the Sites immediately.
  • We may collect personal information about you when you use our Services.  We may also collect information about the way in which you use our Sites.
  • The ways in which we may use your personal information are described in Section 4 below.  They include:
  1. enabling you to access and use our Services;
  2. personalising and improving aspects of our Services;
  3. research (such as analysing market trends and customer demographics); and
    communicating with you about your quotes and our Services.
  • To make enquiries or exercise any of your rights as set out in this Privacy Policy, please contact our Customer Services Team at

Who we are: includes the brands/Urls of;,,,,,,,,,,,,,,,,,,,,,,, (all operating in the UK). We all take your privacy very seriously.

How secure is our site?

Your personal data’s security is very important to us. This is why, where it’s appropriate, our Sites use HTTPS to help keep information about you secure. However, no data transmission over the internet can be guaranteed to be totally secure.

You may complete a registration process when you sign up to use parts of the Sites. This may include the creation of a username, password and/or other identification information. Any such details should be kept confidential by you and should not be disclosed to or shared with anyone. Where you do disclose any of these details, you are solely responsible for all activities undertaken on the Sites where they are used. To protect your account, we ask you to choose a strong password to access your information on our Sites. A strong password should be lengthy and include a mixture of letters and numbers. Your password can only be reset with access to the email address registered in our system.

We do our best to keep the information you disclose to us secure. However, we can’t guarantee or warrant the security of any information which you send to us, and you do so at your own risk. By using our Sites you accept the inherent risks of providing information online and will not hold us responsible for any breach of security.

How do we use your personal Information?

We may use your personal information:

  1. to enable you to access and use the Service;
  2. to personalise and improve aspects of our Service;
  3. for research, such as analysing market trends and customer demographics;
  4. to communicate with you, including some or all of the following:

4.1  sending you information about products and services which we think may be of interest to you – If you agree,  we will contact you (depending on your contact preferences) via email, post, telephone, sms, or by other electronic means such as via social and digital media this may include new product launches, newsletters and opportunities to participate in market research

4.2  sending you annual requests based on information you previously provided to us – when our systems indicate that another review maybe due (based on the dates you entered for your most recent claim) we may re-submit your claim details to give you an idea of what your quotes could be for your next renewal. In order to provide this service to you, we may also send that information to our HMRC so that they can calculate the refund available

4.3  sending you a confirmation email of your quote – when you obtain a quote with us, you will automatically be sent confirmation of your quote by email or SMS so that you have a record of it and can easily retrieve your quote in the future. This is a standard part of our Services and by using the Services you agree to receive these communications;

  1. to process a transaction between you and a third party(HMRC);
  2. to search the websites of our partners in order to obtain the best quotes available to you;
  3. to track sales, which may involve us sharing data with your product provider relating to the product(s) you have purchased. Your product provider may also send us information they hold relating to the product(s) you have purchased for this purpose;
  4. to match our data with data from other sources – we may validate and analyse your information and, in some cases, match it against information that has been collected by a third party to ensure that the information we hold about you is as accurate, consistent and well-organised as possible. As well as ensuring that any marketing material that we send you is appropriate to your needs, this process also ensures that our Services continue to be as personalised and focused as possible;

How do we collect personal information?

We may obtain personal information from you through the websites, mobile applications or other similar devices, channels or applications operated by or on behalf of any of the following brands (referred to collectively in this Privacy Policy as the “Sites”):

  • (Cookie/Pixal Tracking codes- Google/Adroll/facebook)
  • (Personal Details you entered into our application form)

How long do we keep your information?

Unless a longer retention period is required or permitted by law, we will only hold your personal information on our systems for the period necessary to fulfil the purposes outlined in this Privacy Policy or until you request it is deleted. If, having registered for any of our Services, you do not use them for a reasonable time (which may vary depending on the Service(s) you’ve registered for) we may contact you to ensure you’re still happy to receive communications from us.  Even if we delete your personal information it may persist on backup or archival media for legal, tax or regulatory purposes.

Your personal data rights and how to contact us!

You have certain rights under existing data protection legislation including the right to request a copy of the personal information we hold about you, if you request it from us in writing.

From May 2018 you will have the following rights:

(i)    Right to access: the right to request copies of your personal information from us;

(ii)   Right to correct: the right to have your personal information rectified if it is inaccurate or incomplete;

(iii)  Right to erase: the right to request that we delete or remove your personal information from our systems;

(iv)  Right to restrict our use of your information: the right to ‘block’ us from using your personal information or limit the way in which we can use it;

(v)    Right to data portability: the right to request that we move, copy or transfer your personal information;

(vi)  Right to object: the right to object to our use of your personal information including where we use it for our legitimate interests or where we use your personal information to carry out profiling to inform our market research and customer demographics  (see section 5 above).

To make enquiries, exercise any of your rights set out in this Privacy Policy and/or make a complaint please contact our Customer Services Team at If you are not satisfied with the way any complaint you make in relation to your personal information is handled by us then you may be able to refer your complaint to the relevant data protection regulator which in the UK is the Information Commissioner’s Office.

This Privacy Policy shall be governed and construed in all respects in accordance with the laws of England and Wales

Changes to this Privacy Policy

We reserve the right to amend or modify this Privacy Policy at any time and any changes will be published on the Sites.  The date of the most recent revision will appear on this page. If we make significant changes to this policy, we may also notify you by other means such as sending an email.  Where required by law we will obtain your consent to make these changes. If you do not agree with any changes please do not continue to use the Sites.