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For help completing this form, see our FAQ page or email contact@forces-money.co.uk or call us on 01179861234

First Name

Last Name

Title

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Date of Birth

NINO

Drivers Licence

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Plate Number

Required for claim validation

Mobile Phone

Email Address

We need to send you important claim documents, please provide your most regulary used email address.

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As registered with HMRC

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Address 2

Address 3

Address 4

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Country

Date Moved In

Approximate date.

For help completing this form, see our FAQ page or email contact@forces-money.co.uk or call us on 01179861234

Join Date

Are you still serving?

Yes

Leave Date

Forces

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Please enter all bases you have been at for the past 4 years, including Phase 2.

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Please click on the button to add a base to your profile.

Please tell us how many weeks per tax year you have been deployed on operations (e.g. for a 6 month tour please enter 26). Note: If a tour spans more than one tax year, please tell us how many weeks in each tax year you were deployed.

2017 (6th April 2016 to 5th April 2017)

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2023 (6th April 2018 to 5th April 2023)

2023 (6th April 2023 to 5th April 2023)

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For help completing this form, see our FAQ page or email contact@forces-money.co.uk or call us on 01179861234

Terms & Conditions

Forces Money Limited Terms and Conditions                                         NOV 2016

1. Definitions
In these Terms and Conditions:
“We”, “us” and “our” refer to Forces Money Limited, a company incorporated in England and Wales (Company number: 09203725) and Cameron Accountants Limited, a company incorporated in England and Wales (Company number: 09818231). Our registered office is Wellfield House, Parkhouse Lane, Keynsham, Bristol BS31 2SG.
“You” and “your” refer to you or anyone else using our Services which are provided via our website www.forces-money.co.uk 


2. Our Services

Tax Rebate
Using all the information you have provided in your application form and via telephone calls and emails we will assess, calculate, complete and submit your claim to HMRC on your behalf. 

Tax Return
If as a result of your application HMRC require you to submit a Tax Return but a Tax Refund is not available or eligible we will calculate how much tax you owe and may offer to complete and submit your Tax Return to HMRC but there will be an upfront additional cost of £50 + VAT for this service. We will only perform this service at your request. 

Handling an enquiry from HMRC
Your signed 64-8 form will allow us to act as your agents for HMRC purposes. If HMRC make an enquiry into your Tax Refund claim we will endeavour to provide information and respond to HMRC in a timely fashion until the enquiry is closed. If we have submitted the Tax Refund claim (or Tax Return) we will handle the enquiry free of charge but only the part of the enquiry  that relates to the Tax Refund. We request that once you have signed and returned your 64-8 form you allow us to take over any dealings with HMRC directly.  If you do enter into any correspondence with them directly it is your responsibility to inform us what has been discussed. 


3. Our Obligations

3.1 We will accurately process all information you provide to us and take all actions necessary in connection with the provision of our Services as quickly and professionally as possible.

3.2 If HMRC charge a penalty for the late filing of a document or any other default which is caused by us, we will pay it. If it’s not our fault, you will have to pay it.

3.3 We maintain high standards of conduct in our dealings with government departments and others. We will decline to provide a Service if we believe that by doing so may breach those standards. We will notify you as soon as we can if we decide not to provide a Service and if there is to be any charge for work conducted on your behalf already.

3.4 If you do not provide all the relevant information we cannot be held liable for the outcome of your Tax Refund or Tax Return.

3.5 We will not be liable for any delays in Tax Refunds being paid to you that have been caused by HMRC’s procedures and security checks.

4. Your obligations

4.1 You agree to co-operate with us so that we can provide the Service in accordance with our obligations.

4.2 You agree to provide the information that we ask for promptly and to make sure that this information is true, accurate, correct and complete including taking all the necessary steps to get this information from other sources if required.

4.3 You will keep accurate records as required by HMRC to support your Tax Refund claim.

4.4 You must tell us about all of your sources of income and the amounts you receive including any  self-employed, pension or rental income and any benefits received in every tax year for which we are completing a Tax Refund claim or Tax Return. You must also provide honest, accurate and correct details of the money you have spent for the purposes of your work.


4.5 You accept that you may have to pay back any refund received where the claim was based on incorrect information provided by you. If that happens, you will have no right to claim back any money from us, including our fee, unless we have made an error too.

4.6 You reserve the right to cancel your claim with us at any stage with no penalty prior to our application for your UTR.  If, however, post application of your UTR you decide to cancel our services we reserve the right to invoice you for any work carried out on your behalf.  We will take all legal and necessary action to retrieve any fees owed to us.

5. Our fees

We take our fee from your refund when we receive it from HMRC so you have nothing to pay up front. If after we have reviewed and processed your claim and discover that there is no refund we reserve the right to ask you to pay a minimum processing fee to cover the work. This will usually be £50 + VAT. 



6. How we handle your refund

6.1 You authorise us to receive payment directly from HMRC of all sums relating to Tax Refunds claimed by us on your behalf. We will deduct our fee and promptly forward the balance to you along with a breakdown statement. 

6.2 If HMRC send a refund direct to you without our authorisation you should declare this to us immediately and you must pay our fee of 25% + VAT directly to us within 14 days of receipt of your rebate. We will take all legal and necessary action to retrieve any fees owed to us.


7. Data protection and money laundering

7.1 We are registered for Data Protection (no. ZA099174) and have strict security measures to protect personal information. This includes following certain procedures (for example, checking your identity when you phone us) and encrypting (encoding) data on our websites.

7.2 Any personal data you provide to us will only be used to carry out our Services.

7.3 You agree to us storing this data in paper and/or electronic form. We will securely store all of your documents for 3 years in accordance with the retention policy guidelines, after this point they will be securely destroyed in accordance with the ISO BS EN 15713 standard of Secure Destruction of Confidential Waste. If you require your documents to be returned to you within this timeframe, please contact us.

7.4 We reserve the right to record and monitor some telephone calls, emails and other electronic communications for training and quality purposes.

7.5 We will not pass your details to any third party without your prior permission.



8. If you need to complain

Most of our clients receive an excellent service. We are proud of our commitment to quality and our dedication to customers. If, however, you are not happy with any aspect of our performance, we would like to know about it. We want to put it right and prevent it from happening again.

If you are not happy, please let a member of our staff know as soon as possible. In the majority of cases your complaint will be resolved immediately. If you wish to take it further please follow our Complaints Process below.

Complaints process

Tell our member of staff that you wish to discuss your issue with their Senior Manager. 
A member of our senior management will then discuss the nature of your complaint so that they can resolve the issue for you. 

If you want to make a formal complaint instead, please write to the Customer Service Manager at :-

Forces Money Limited
Wellfield House
Parkhouse Lane
Keynsham, Bristol
BS31 2SG

Tick this box to confirm you have read and agree to our Terms and Conditions

I have read and agree to the Terms

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Facebook

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Referral Agent Name

This is the name of person who told you about Forces Money

What is their Agent Referral Number?

This is the code that starts with RF

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By submitting this registration form you indicate your consent to receiving email marketing or telephone calls from us or our specially selected partners. If you do not want to receive such communication please tick this box.

All information is held securely. Forces Money Limited is registered with the Information Commissioner's Office under registration reference ZA09917.

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For help completing this form, see our FAQ page or email contact@forces-money.co.uk or call us on 01179861234

This email will link to a copy of a 64-8 form which allows us to work on your behalf, would you still require a copy sent to your home address?

Yes

Any other information