Privacy Policy.
How SmartRebate handles your data, in plain English.
Effective date: 03/03/26
Last updated: 18/05/26
1. Who we are
SmartRebate operates the website smartrebate.co.uk.
We help UK PAYE workers check whether they may be eligible for a tax rebate and, where appropriate, introduce them to a specialist accountancy partner who can assess and process their claim.
If you have any questions about this Privacy Policy, contact us at:
- Email: hello@smartrebate.co.uk
2. What this policy covers
This Privacy Policy explains how we collect, use, store and share personal information when you:
- visit smartrebate.co.uk
- submit an enquiry
- speak to us by phone, email, WhatsApp or another channel
- are introduced or referred to SmartRebate
3. Information we collect
We may collect the following information:
- your name
- email address
- phone number
- postcode or address
- employment details
- information about your tax rebate eligibility
- documents or details you choose to provide
- records of communications with you
- basic website usage information, such as IP address, browser type, device information and pages visited
We do not knowingly collect information from anyone under 18.
4. How we use your information
We use your personal information to:
- respond to your enquiry
- check whether you may be eligible for a tax rebate
- communicate with you about your enquiry or claim
- introduce you to our accountancy partner, where you choose to proceed
- improve our website and service
- keep appropriate business records
- comply with legal or regulatory requirements
We only use your information where we have a lawful reason to do so, including where it is necessary to provide our service, where you have given consent, where we have a legitimate business reason, or where the law requires it.
5. Sharing your information
We may share your information with:
- our accountancy partner, where you choose to proceed with a claim
- service providers who help us operate our website, email, communications, CRM and analytics systems
- regulators, authorities or professional advisers where required by law
Our accountancy partner will use your information under their own privacy policy once they begin handling your claim.
We do not sell your personal information.
6. How long we keep your information
We keep personal information only for as long as necessary.
As a general guide:
- enquiry information may be kept for up to 12 months if you do not proceed
- claim-related information may be kept for longer where needed for legal, accounting or tax-related reasons
- marketing information is kept until you unsubscribe or withdraw consent
- website analytics information may be kept for a limited period
7. Marketing
We may contact you about your enquiry or claim.
We will only send marketing messages where we are allowed to do so. You can opt out of marketing at any time by emailing:
Opting out of marketing will not affect service-related messages about an existing enquiry or claim.
8. Cookies
Our website may use cookies and similar technologies to operate properly, understand website usage and improve our service.
You can manage cookies through your browser settings.
9. How we protect your information
We take reasonable steps to protect personal information, including using secure systems, restricting access and working with trusted service providers.
No method of transmission or storage is completely secure, but we aim to keep your information safe and protected.
10. Your rights
Depending on your location and applicable law, you may have rights over your personal information, including the right to:
- access the information we hold about you
- ask us to correct inaccurate information
- ask us to delete your information
- object to or restrict how we use your information
- withdraw consent where we rely on consent
- ask for a copy of your information in a portable format
To exercise your rights, email:
We may need to verify your identity before responding.
11. Complaints
If you are unhappy with how we handle your personal information, please contact us first at:
If you are in the UK, you may also have the right to complain to the Information Commissioner's Office at ico.org.uk.
12. Changes to this policy
We may update this Privacy Policy from time to time. The latest version will be available on smartrebate.co.uk.
13. Contact
For questions about this Privacy Policy, contact:
SmartRebate
Website: smartrebate.co.uk
Email: hello@smartrebate.co.uk