Marriage Allowance

Well happy with the service just fill in the form sit back and relax all hard work done for you got back £416 thank you tax advisory

Jamie Crosthwaite

What a brilliant surprise from gey my expenses LTD cheque for £141.52 so unexpected thank you so much keep safe

Elaine Hamer

1 Definitions and interpretation

1.1 Definitions

In this Agreement, unless otherwise provided:

Claim - means your claim as set out in clause 2.1

Counter Claim - means a claim the Opposing Party makes against you in response to your Claim;

Damages - means money you Win via a settlement agreement with HM Revenue & Customs;

Interim Damages - means money the Opposing Party agrees to pay while waiting for a settlement decision.

Lien - means our right to keep all papers, documents, money or other property held on your behalf until all money due to us is paid. A Lien may be applied after this Agreement ends;

Lose - means HM Revenue & Customs have dismissed your Claim or you have stopped it on our advice.

Opposing Party means the party against whom the Claim is made by the Client – HM Revenue & Customs for this agreement.

Paying Party - means the party who is liable to pay costs to you whether pursuant to a Court Order or under the terms of an agreement with you. The ‘Paying Party’ will usually be the Opposing Party;

Proceedings - includes any sort of proceedings (and is not confined to proceedings in a court) whether commenced or contemplated, subject to the terms of section 58 of the Courts and Legal Services Act 1990;

Success Fee

VAT

Win

1.2 Interpretation

Unless the context otherwise requires:

1.2.1 the singular includes the plural and vice versa;

1.2.2 references to persons include individuals, un-incorporated bodies, government

entities, companies and corporations;

1.2.3 references to legislation include any modification or re-enactment thereof.

1.2.4 clause headings do not affect their interpretation; and

1.2.5 general words are not limited by example.

2 What is covered by this Agreement

2.1 Your claim for reclaiming tax on interest against your refund against HM Revenue & Customs. Each claim relates to a single tax year.

2.2 Any application for pre-action or non-party disclosure.

2.3 Any work to address further questions by the Opposing Party.

2.4 Any Proceedings we deem appropriate to enforce a judgment, order or agreement.

2.5 If there is any other tax due to you, we will investigate and try to recover that for our client, the fee is the same as set out in clause 5.1.

3 What is not covered by this Agreement

3.1 Any Counter Claim against you.

3.2 Any appeal you make, or any appeal made by the Opposing Party, against the final judgment or order.

4 The Success Fee

4.1 The Success Fee is set at 33.3% plus VAT and a £50 plus VAT admin fee of the final amount paid by HM Revenue & Customs for each of your claims, pertaining to each tax year.

4.2 The Success Fee percentage reflects all relevant factors as they reasonably appear to us on

the date this Agreement is entered in to, including, but not limited to:

4.2.1 our assessment of your prospects of success, ie:

(a) the details provided by you in respect of your refund payment

(b) the details provided by you in respect of your income and taxable benefits during the tax year when your refund was made.

4.2.2 the fact that if you Lose, we will not earn anything;

4.2.3 the fact that if you Win, we will not be paid until the end of your Claim;

4.3 The Success Fee cannot be more than 33.3% + VAT with an additional £50.00 administration fee will be deducted along with the success fee final amount paid by HM Revenue & Customs but otherwise there is no maximum limit on the amount of the Success Fee.

4.4 If there is anything that you wish to discuss about the Success Fee, please contact us before signing this Agreement.

5 Paying us if you Win

5.1 If you Win your Claim, you pay our Success Fee (subject to the cap in clause 4.3.

5.2 You cannot Claim from the Opposing Party the Success Fees which are outlined above. You, not the Opposing Party, pay our Success Fee (subject to the cap in clause 4.3.

5.3 You agree that any Damages due to you from the Opposing Party shall be payable to us, and:

5.3.1 we may deduct from your Damages any and Success Fee due to us

5.3.2 you will sign a form of authority allowing us to do this

5.4 You agree to pay into a designated account any cheque received by you or by us from the Opposing Party and made payable to you. Out of the money, you agree to let us take our Success Fee as outlined above.

5.5 - If the Opposing Party does not pay any Damages or costs owed to you, we have the right to take recovery or further action in your name to enforce a judgment, order or agreement.

6 If you Lose

6.1 If you Lose, you do not pay any costs or fees.

7 Interim costs

7.1 If on the way to Winning or Losing you are awarded any costs, by agreement or court order, we are entitled to payment of those costs, together with a Success Fee on those charges if you Win overall.

8 Our responsibilities

8.1 We must:

8.1.1 always act in your best interests,

8.1.2 explain to you the risks and benefits of taking action;

9 Your responsibilities

9.1 You must:

9.1.1 give us instructions that allow us to do our work properly;

9.1.2 provide us with the relevant information and evidence in order for us to progress your claim.

9.1.3 not ask us to work in an improper or unreasonable way;

9.1.4 not deliberately mislead us;

9.1.5 co-operate with us;

10 Termination

10.1 If you terminate the Agreement

10.1.1 You have a right to cancel this Agreement and do so within the 14–day time limit from the date of this agreement.

10.2 If we terminate the Agreement

10.2.1 We can end this Agreement if you do not keep to your responsibilities in clause 9.

10.3 We can end this Agreement if we believe you are unlikely to Win. If this happens, you will not have to pay any costs or fees.

11 Death

11.1 If you die before your Claim is concluded, this Agreement automatically ends and we will not loom to recover any costs or fees up to the date of your death from your estate.

11.2 If your personal representatives wish to continue your Claim, we may offer them a new CFA, as long as they agree to pay the Success Fee as set out above.

12 What happens after this agreement ends

12.1 After this Agreement ends, we may apply to have our name removed from the record of any Proceedings in which we are acting, unless we enter into another form of funding with you.

12.2 We have the right to preserve our Lien, unless another solicitor working for you undertakes to pay us what we are owed under this Agreement including a Success Fee if you Win.

13 Variation

13.1 No amendment or variation of this Agreement will be valid unless confirmed in writing by an authorised signatory of each party.

The Success Fee will be as set out in clause

5.1. The Success Fee cannot exceed 33.3%

plus VAT of the amount paid by HMRC for

each claim we make on your behalf. If your

claim was successful, an additional £50.00

administration fee will be deducted along with

the success fee.

means value-added tax;

as the context requires, a final decision made

in the Claim whether by a decision of a Court

or by agreement with the Opposing Party,

whereby you become entitled to Damages or

become entitled to be paid all or part of the

costs of the Claim by the Opposing Party. A

final decision is one where the Opposing Party

is denied permission to appeal, or does not

appeal in time, or loses their appeal. A ‘Win’

for the purposes of an Interim Dispute is an

order made in favour of the Client including an

order or agreement to pay your costs of the

Interim Dispute.