top of page

Privacy Policy

Last Updated: 01.07.2023

​

At Main Accountants t/a Refund Easy, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our services to claim a Marriage Tax Allowance Refund.

​

1. Who We Are

​

Main Accountants t/a Refund Easy is a UK-based company specialising in Marriage Tax Allowance claims. Our registered office is [Company Address], and we are registered with the Information Commissioner's Office (ICO).

​

2. Information We Collect

​

When you use our services, we may collect the following personal information:

​

  • Contact Information: Full name, address, telephone number, and email address.

  • Financial and Tax Information: National Insurance Number, tax records, income details, employment history, and HMRC-related data.

  • Identification Information: Proof of ID and any additional information required for anti-money laundering checks.

​

3. How We Use Your Information

​

We use your personal information to:

​

  • Assess and process your eligibility for the Marriage Tax Allowance.

  • Prepare, submit, and follow up on your claim with HMRC.

  • Communicate with you regarding the progress of your claim and any additional information required.

  • Provide support and answer any queries related to our services.

  • Comply with legal, regulatory, and compliance obligations, such as anti-money laundering regulations.

​

4. Lawful Basis for Processing Your Information

​

We rely on the following legal bases for processing your personal information:

​

  • Consent: By providing your information and agreeing to our terms, you consent to the use of your data for the purposes stated.

  • Contractual Obligation: Processing your data is necessary for us to provide our services to you.

  • Legal Compliance: To comply with applicable laws and regulations, including anti-money laundering and tax regulations.

​

5. Sharing Your Information

​

We do not sell or rent your personal data. However, we may share your data with:

​

  • HMRC: To process your Marriage Tax Allowance claim.

  • Third-Party Service Providers: We may use trusted partners to assist with IT, payment processing, and anti-money laundering checks.

  • Legal and Regulatory Authorities: If required to do so by law or for the purpose of legal compliance.

​

6. Data Security

​

We take data security seriously and implement various measures to protect your information, including:

​

  • Encryption: We encrypt sensitive data both in transit and at rest.

  • Access Controls: Your data is only accessible to authorized personnel who require access to perform their roles.

  • Regular Monitoring: We monitor our systems and review security procedures regularly to safeguard your information.

​

7. Data Retention

​

We will retain your personal information only for as long as necessary for the purpose for which it was collected, including for satisfying any legal, regulatory, or reporting requirements. Typically, this is:

​

  • Tax Claims: 6 years after the claim is processed or the tax year ends, whichever is later.

  • Marketing Preferences: Until you opt out of receiving our marketing communications.

  • ​

8. Your Rights

​

Under the UK General Data Protection Regulation (UK GDPR), you have the following rights:

​

  • Access: The right to request a copy of your personal data.

  • Rectification: The right to request correction of any inaccurate or incomplete information.

  • Erasure: The right to request deletion of your data under certain circumstances.

  • Restriction: The right to restrict processing of your data in certain situations.

  • Data Portability: The right to request transfer of your data to another service provider.

  • Objection: The right to object to processing based on legitimate interests, or to receiving direct marketing.

​

If you would like to exercise any of these rights, please contact us at [Your Contact Email] or write to us at [Your Company Address].

​

9. Marketing Communications

​

If you have opted in to receive our newsletters or marketing updates, we may contact you via email, phone, or post. You can unsubscribe from these communications at any time by following the instructions in our emails or contacting us directly.

​

10. Use of Cookies

​

Our website uses cookies to enhance your browsing experience and analyze site traffic. Cookies are small text files stored on your device. You can modify your browser settings to disable cookies, but this may affect the functionality of our website.

​

11. Updates to Our Privacy Policy

​

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated "Last Updated" date. Please check back periodically to stay informed of any updates.

​

12. Contact Us

​

If you have any questions or concerns regarding this Privacy Policy or how we handle your personal data, please contact us at:

Main Accountants t/a Refund Easy
[Your Company Address]
[Your Contact Email]
[Your Phone Number]

Data Protection Officer (DPO): [Name or Contact Email]

​

Complaints


If you are dissatisfied with how we have handled your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO). Visit https://ico.org.uk/ for more information.

​

bottom of page