Draft — pending legal review. This policy is a starting draft and has not yet been checked by a qualified adviser or solicitor. Do not treat as final or publish claims of compliance until reviewed, per Risk 1 in the TRS launch campaign plan.

Privacy Policy

Last updated: 7 August 2026

Who we are

Tax Rebate Specialists ("TRS", "we", "us") helps UK teachers check whether they're owed tax relief and, where instructed, prepares and submits claims to HMRC on their behalf. This policy explains what personal data we collect, why, and what rights you have over it.

What we collect

Contact details (name, email, phone number); information about your teaching role and employer; details of expenses you're claiming for (union or professional body subscriptions, classroom resources, travel, DBS fees); and, if you proceed with a claim, identity, bank, and supporting documents you choose to upload.

How we use it

To assess your eligibility for tax relief; to prepare and, with your agreement, submit a claim to HMRC; to communicate with you about your claim; and to meet our legal and regulatory obligations.

Sharing your data

We share your data with HMRC as needed to process your claim, and with service providers who help us operate (e.g. hosting, email) under appropriate confidentiality terms. We do not sell your personal data.

How long we keep it

We keep your data for as long as needed to complete your claim and to meet our legal and accounting obligations, after which it is securely deleted.

Your rights

Under UK GDPR and the Data Protection Act 2018, you can ask to access, correct, or delete your data, and object to how we use it. You can also complain to the Information Commissioner's Office (ico.org.uk).

Contact us

Questions about this policy or your data: hello@yourtrs.co.uk