Reclaim Tax Direct

Privacy Policy

Last Update Jul 1, 2024

This Privacy Statement sets out how Reclaim Tax Direct uses and protects any personal data provided to us, whether by using our website, by mail or telephone, via email, or by visiting us in person.

Reclaim Tax Direct is committed to ensuring that your privacy is protected. Should we ask you to provide certain data by which you can be identified, you can be assured that it will only be used in accordance with this privacy statement and General Data Protection Regulations (GDPR).

Reclaim Tax Direct does not intend children to view this Privacy Statement and does not knowingly collect data relating to children.

In order to prevent unauthorised access, use, disclosure or accidental loss, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the personal data we process. We have limited access to your personal data to those who have a business need to know to carry out their function in supporting our business.

We have also put in place procedures to deal with any suspected personal data breach and will notify you and the Information Commissioner (the UK regulator for data protection matters) should a breach occur, where we are legally required to do so.

This Privacy Statement was last updated on 22nd August 2023. There may be times that Tax Reclaim Direct reviews this Privacy Statement and make changes. We advise that you review this policy from time to time.

Personal information

Reclaim Tax Direct collects personal data which the user has chosen to supply through completing a contact form on our website, via email, over the phone or in person to our staff. This will comprise identity and contact information (including email account), financial data and company information.

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

Internal record keeping.
We may use the information to improve our products and services.
We may periodically send promotional emails about new services, special offers or other information which we think you may find interesting using the email address which you have provided.
We may periodically send promotional emails about other products and services, special offers or other information from our group of companies, which we think you may find interesting, using the email address which you have provided.
From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.

In response to contact made by you, Reclaim Tax Direct may contact you by email, post, SMS or telephone. You can withdraw consent for marketing communications at any time by unsubscribing.

If you engage Business Energy Claims’ services, we will hold your data for as long as is reasonably necessary and use it to contact you in order to fulfil our contractual and legal obligations. Should you require further details of our data retention policy then please contact us.

It is important that all personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

Lawful basis for processing data

We process the data of all current (and potential) clients and employees under the lawful basis of contract. Please see Your Rights section below for information on how you can influence the processing and usage of this data.

All personal data is securely stored and processed in line with GDPR and use of this data for electronic marketing purposes meets the Privacy and Electronic Communications Regulations (PECR).

We will retain any personal data we have collected for no longer than is necessary for the purposes for which the personal data are processed. For the purposes of claims, we may transfer relevant data to a third party for processing, but not without your explicit consent.

We aim to take every reasonable step to ensure that personal data are accurate, are retained for the purposes for which they are processed, and where requested, are erased or rectified without delay.

Disclosure to Third Parties

We will never sell, distribute or lease your personal information to third parties unless we have your permission to do so, or in the following limited circumstances:

We are required by law to do so;
We rely upon service providers to support our business who provide communications, IT and system administration services;
Third parties, to whom we may choose to sell, transfer or merge parts of our business or assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way set out in this Privacy Statement;
Occasionally contractors or trusted associates on specific instructions ;

Where we give access to our service providers to process your personal data this will only be done in accordance with our strict instructions and where our business practices require such disclosures to be made.

We require all third-party service providers and/or professional advisors to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third parties to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

A cookie is a small data file that certain web sites write to your hard drive when you visit them. The only personal information a cookie can obtain is information a user supplies him or herself. A cookie cannot read data from your hard disk or read cookie files created by other sites.

This website uses cookies so that we can serve you better. All user data collected in this manner is anonymous. This site uses visitor tracking software that will use cookies to track information about how visitors come to the website, which pages they visit, and other actions that visitors make whilst on the site. This data is then used to improve the user experience of the web site.

Should you wish to do so, you can refuse cookies by disabling them in your web browser’s settings but some features, such as retaining any search preferences, will no longer work.

The following cookies are used within the site:

Tracking Cookies: Reclaim Tax Direct uses site-tracking software to monitor visitor traffic patterns and site usage. This software does not enable us to capture any personal information. This service is provided by Google Analytics.

Social Media: Social Media elements of the site may create cookies for their purpose.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information

You may choose to restrict the collection or use of your personal information in the following ways:

Whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes.
If you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at: Info@reclaimtaxdirect.com

We will not sell, distribute, or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting.

Your Legal Rights

You have the right to:

Request access to your personal data (commonly known as a “data subject access request”). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.
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 successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
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 ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which overrides your rights and freedoms.
Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios: (a) if you want us to establish the data’s accuracy; (b) where our use of the data is unlawful but you do not want us to erase it; (c) where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or (d) you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.
Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent.

No fee usually required

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 if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

What we may need from you

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

Time limit to respond

We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

If you wish to exercise any of the rights set out above including details about personal data held about you, please contact us using any of the company information above.