PPI Tax rebate

AnnapookieAnnapookie Forumite
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MoneySaving Newbie
A few years ago I claimed PPI through a company called Claims Guys, I was happy with the service I received.  I was then informed that I could claim tax back for this and signed a form for that with a company called Brooksdale Ltd.  I received a letter from HMRC on 12th May 2021 informing me that I was due a refund, and that I would soon receive a check from Brooksdale Ltd.
I called Brooksdale Ltd on 2nd July (a friday), asking where my check was, I was informed that my check was sent to my old address, I moved from that address in January 2018, HMRC have my current address.  Brooksdale told me what had happened and that they would forward the issue to another department and I would get a phone call by 5th July. I heard nothing from them so I called them back on 8th July and I was told that they had spoken to the manager, while I was on hold, and that a new cheque would be sent to me within a week. I reveived nothing.
To today, 21st July, I called again, and I was told that the issue had been escelated twice and that I would receive a cheque in the future, he could give no indication of time scale.  I asked that the issue be escelated again, and if I do not receive my cheque within the week, I would be contacting them again, and contacting HMRC.
My question is, where do I stand in getting my money?  How do I get my money?
Thank you in advance for your help

Replies

  • FarfetchFarfetch Forumite
    2.1K Posts
    1,000 Posts Name Dropper
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    First thing - stop signing up to companies to do stuff that you can do yourself for free and without losing a huge chunk of your money. You are already on 2 "suckers lists" - ensure that you have in writing that these firms do not have authority to act on your behalf in the future.

    Secondly, you will have to keep chasing them. HMRC won't do anything, they have paid out the tax to the firm as requested - you need to keep at them, they are just enjoying your money. You could try a letter before action (threat to go to small claims court) though if you moved and didn't update them, that's not their fault is it?

    He who rejects change is the architect of decay. The only human institution which rejects progress is the cemetery.

    -Harold Wilson


  • zx81zx81 Forumite
    32.6K Posts
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    You need to stop paying companies to send forms for you. It slows things down, is prone to error and is costing you a fortune.

     Contact HMRC directly.
  • brettctabrettcta Forumite
    4.6K Posts
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
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    At this rate it won’t be worth your time, given the amount Brooksdale will have charged you for their ‘services’.
    helpful tips
    it's spelt d-e-f-i-n-i-t-e-l-y
    there - 'in or at that place'
    their - 'owned by them'
    they're - 'they are'
    it's bought not brought (i just bought my chicken a suit from that new shop for £6.34)
  • Dazed_and_C0nfusedDazed_and_C0nfused Forumite
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    Why would you contact HMRC?

    They have sent the refund to the company you agreed could have your tax refund.
  • AnnapookieAnnapookie Forumite
    2 Posts
    First Post First Anniversary
    MoneySaving Newbie
    Wow! I didn't ask about opinions on using a company to do this for me. I asked on what would be my best course of action.
  • dunstonhdunstonh Forumite
    106.7K Posts
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    Your best course of action is to contact the company you employed to do a 2 minute job.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • FarfetchFarfetch Forumite
    2.1K Posts
    1,000 Posts Name Dropper
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    Wow! I didn't ask about opinions on using a company to do this for me. I asked on what would be my best course of action.
    The point is that you're signing up to be put on a suckers list for people the firms know can be milked for 20-40% of your refund for a free process that you can do in 2 minutes yourself - and you've done it twice now. You would do well to heed this advice and be careful in the future what you are signing given you also bought PPI 

    He who rejects change is the architect of decay. The only human institution which rejects progress is the cemetery.

    -Harold Wilson


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