Privacy Policy

Last updated: March 2026

1. Introduction

Stamp Duty Direct ("we", "our", "us") is committed to protecting your personal data and respecting your privacy. This privacy policy explains how we collect, use, store, and share your personal information when you use our website, services, and client portal.

We comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Information We Collect

We may collect the following types of personal data:

  • Identity data: Full name, title, date of birth
  • Contact data: Email address, telephone number, postal address
  • Financial data: Bank account details (for refund processing), original SDLT amounts paid
  • Property data: Property address, purchase price, completion date, property characteristics
  • Tax data: HMRC reference numbers, SDLT receipt details, UTR numbers
  • Technical data: IP address, browser type, pages visited (collected automatically via cookies)
  • Communication data: Records of correspondence between you and us

3. How We Collect Your Data

We collect personal data through:

  • Our online claim form and eligibility checker
  • Our client portal
  • The contact form on our website
  • Email, telephone, or written correspondence
  • Documents you upload (e.g. SDLT receipts, completion statements)

4. How We Use Your Data

We use your personal data for the following purposes:

  • To assess your claim: We process your property and tax data to determine whether you have a valid SDLT reclaim
  • To manage your claim: We submit claims to HMRC and correspond on your behalf
  • To process refunds: We use your bank details to transfer your refund
  • To communicate with you: We keep you informed of your claim status and respond to enquiries
  • To improve our services: We analyse aggregated, anonymised data to improve our processes
  • To comply with legal obligations: We retain records as required by law

5. Legal Basis for Processing

We process your data on the following legal bases:

  • Contract: Processing is necessary to perform our agreement with you (assessing and managing your SDLT reclaim)
  • Legitimate interests: We have a legitimate interest in operating and improving our business, provided this does not override your rights
  • Consent: Where you have given clear consent for us to process your data for a specific purpose (e.g. marketing communications)
  • Legal obligation: Where we are required to process data to comply with the law

6. Data Sharing

We may share your personal data with:

  • HMRC: As necessary to process your SDLT reclaim
  • Professional advisers: Solicitors, accountants, or tax specialists involved in your claim
  • Service providers: Third-party services that assist us in operating our business (e.g. email delivery, secure hosting), who are bound by data processing agreements

We will never sell your personal data to third parties.

7. Data Retention

We retain your personal data for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. Typically:

  • Active claims: retained throughout the claim process and for 6 years after completion
  • Contact form enquiries: retained for 2 years from the date of the enquiry
  • Unsuccessful eligibility checks: retained for 1 year, then securely deleted

8. Data Security

We implement appropriate technical and organisational measures to protect your personal data, including encrypted data transmission (HTTPS/TLS), secure database storage, access controls, and regular security reviews.

9. Your Rights

Under UK GDPR, you have the following rights:

  • Access: Request a copy of the personal data we hold about you
  • Rectification: Request correction of inaccurate or incomplete data
  • Erasure: Request deletion of your data (subject to legal obligations)
  • Restriction: Request that we limit processing of your data
  • Portability: Request your data in a structured, machine-readable format
  • Objection: Object to processing based on legitimate interests
  • Withdraw consent: Where processing is based on consent, you may withdraw it at any time

To exercise any of these rights, please contact us at info@stampdutydirect.co.uk.

10. Cookies

Our website uses essential cookies required for the site to function (e.g. session management). We do not currently use analytics or advertising cookies. If this changes, we will update this policy and obtain your consent.

11. Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date.

12. Contact

If you have questions about this privacy policy or wish to exercise your data rights, contact us at:

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.