Terms and Conditions

Last updated: 30 June 2026

Terms and Conditions

We have made every effort to ensure our Terms and Conditions are clear and easy to understand. If anything in this document is unclear, please contact us for a more detailed explanation.

This agreement sets out the terms under which Stamp Duty Direct ("the Firm") will provide services to you in relation to investigating and pursuing a potential refund of Stamp Duty Land Tax (SDLT) that may have been overpaid in connection with a property purchase.

Stamp Duty Direct is a trading style of Northside Advisory Ltd registered in England and Wales under company number: 16949900

Registered Office: Mikar Business Park, Northolt Drive, Bolton, United Kingdom, BL3 6NJ

The service provided by Stamp Duty Direct Ltd will be as follows:

  • Review information and documents relating to your property purchase.
  • Assess whether an SDLT overpayment or refund may be available.
  • Calculate the correct SDLT liability where appropriate.
  • Prepare and submit a claim to HM Revenue & Customs (HMRC) on your behalf where a refund appears to be due.
  • Correspond with HMRC and any relevant third parties in relation to your claim.
  • Keep you reasonably informed about the progress of your claim.

Client Obligations:

  • Provide accurate and complete information about your property purchase.
  • Provide any documents reasonably requested by us, including (where available) your SDLT5 certificate, completion statement, and property purchase documents.
  • Inform us if you receive any correspondence from HMRC relating to the transaction.
  • Notify us immediately if HMRC pays any refund directly to you.

Cancellation

Stamp Duty Direct may terminate this agreement at any time, with no fee payable by you, if we determine there are no grounds for a claim or that your claim is unlikely to succeed. You have the right to cancel the contract within 14 days of signing, by phone, email, or in writing to Stamp Duty Direct, with no charge. If you cancel after 14 days and we have submitted your claim, and an offer of compensation is made, we will charge the full fee as outlined below, even if you do not wish to accept the offer. If you cancel after 14 days and we are unsuccessful in submitting your claim, no fee will be charged. While we will use reasonable skill and care in assessing and presenting your claim, we cannot guarantee that HMRC will agree that a refund is due.

Law & Jurisdiction

This agreement shall be governed by and interpreted in accordance with the laws of England and Wales.

Making a claim yourself

You do not need to use Stamp Duty Direct to make this claim – you can do this yourself free of charge.

Payment of our fee

The fee payable is 25% + VAT, a total of 30%.

Stamp Duty Direct will endeavour to recover all monies in respect of your claim and undertake to forward any payment from HMRC to you within seven days from the date received. You must pay our fee within 7 days of receiving compensation (if paid directly to you). Unpaid bills may incur interest at a statutory rate of 8%, accruing before a court judgment.

Complaints

Complaints may be made in writing, by e-mail, by telephone or in any other form in respect of a claims management service that we have provided. For further details about your right to complain, please see the ‘How to Complain About Our Service’ section of the Client Care Document.

Our contact details are as follows:

Address: Stamp Duty Direct, Mikar Business Park, Northolt Drive, Bolton, BL3 6NJ

Telephone: 01204 930023 Email: info@stampdutydirect.co.uk

Name (1):

[your name] [your name] [your name]

Signed (1):

[your signature]

Date:

18/05/2026

Ref [claim reference]