Dear colleague
March 2009
Don’t Miss Out On A Tax Refund!
Since we launched our Tax Refund Service in September 2007, over 9,500 members have already
completed the form overleaf to find out if they are owed a refund. GMB Yorkshire and North Derbyshire
refunds average over £185. In total over, £253,814 has been paid back to GMB Yorkshire and North
Derbyshire members so far, with much more to come.
Since 1993, The Tax Refund Company has provided a FREE tax code review to members of
Trade Unions and has now recovered over £28 million in overpaid tax for union members,
all on a NO REFUND – NO FEE basis.
Very few members think they’ll get a tax refund before they fill in the form. Most get a pleasant surprise
when a cheque arrives in the post some months later.
As a GMB Yorkshire and North Derbyshire member, we’d like to give you the opportunity to take
advantage of this excellent service. The main points to note are…
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•
•
•
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The service ensures you haven’t paid more tax than necessary.
For every £1 of overpaid tax recovered, you get 60p.
You keep ALL future savings in full.
You can’t lose by applying - No tax refund = No fee.
This is a confidential service between you and The Tax Refund Company.
What’s more, from April 2010 the Revenue are reducing the period over which you can claim a
refund, from 6 years to 4 years, effectively reducing any refund due to you by up to 100%!
To see if you are due a tax refund, complete the form on the back of this letter and send it to
the FREEPOST address shown at the bottom of the form. Alternatively, you can apply on-line at
www.taxbuddies.com/pts/gmbyndm.htm Remember, you have absolutely nothing to lose.
Yours sincerely
Tim Roache
Regional Secretary
The Tax Refund Company is a trading style of Personal Taxation Services Ltd,
Grosvenor House, St. Thomas Place Stockport, SK1 3TZ
Application Information Line : 0845 058 2288
G M B - B R I TA I N ’ S G E N E R A L U N I O N
Regional Secretary: Tim Roache General Secretary: Paul Kenny
GROVE HALL, 60 COLLEGE GROVE ROAD, WAKEFIELD, WF1 3RN, TEL:01924 882255 FAX: 01924 881231
Tax Refund Claim Form
FREE
Confidential
Assessment
Form
* One in three people are due a tax refund
* The largest rebate so far is £11,011.27
* £millions recovered to date
Our promise to you.
No rebate, no fee.
* The average refund is over £203
How much does the Taxman owe you?
1. Personal Details
Mr Title (Please )
Please use BLOCK CAPITALS
Mrs Miss Ms Date of Birth
First Name(s)
Surname
House/
Flat No.
Address
Postcode
Telephone No.
(inc. STD code)
E-mail Address (PLEASE USE BLOCK CAPITALS)
2. Employment Details
Employer’s Name
Nature of employer’s business
(State if currently unemployed)
Occupation or job title
Other than the above have you
had any other jobs since 6/4/00?
National Insurance Number (if known)
3. Family details
(Date of marriage/civil partnership)
Married/
Are you (please  ) and
enter dates as applicable
Civil
Partnership
No
(Date of separation)
Separated
Yes
(not divorced)
(Date widowed)
Widowed
Is your husband/wife/partner
currently in employment?
4. Children
Yes
With a Partner
No
Single
Has he/she been in employment
during the last 6 years?
No
*
*
*
list all children irrespective
* Please
of age and indicate with if
 not your
natural child
5. Additional information
I understand that should Personal
Taxation Services Limited succeed in
obtaining a rebate for me I will
receive 60p in the £
Yes
Date of Birth
Full Name
Please  if you have:
Divorced
Paid subscriptions to a professional body.
Income of more than £39,800 pa
Work(ed) from home.
Used this service before.
Been required to use your own car for business
purposes (exclude travel to and from work).
If you would like us to respond by email
- Telephone helpline available following receipt of this questionnaire Signed
Date
Please return to:
V002
The Tax Refund Company, FREEPOST SK1892, Stockport, Cheshire SK1 3XZ
4000003089
Don’t forget, for your convenience, you can click your way to a claim at: www.taxbuddies.com/pts/gmbyndm.htm