Tax Rebate Delay: Frustration Mounts Over Brooksdale’s 48% Commission

In a concerning turn of events, taxpayers seeking tax rebates are expressing their dissatisfaction with Brooksdale, a claims company that charges a hefty 48% commission for its services. The issue at hand involves delayed payments and questionable practices, highlighting the need for consumer awareness and vigilance.


Several years ago, many individuals received payment protection insurance (PPI) refunds from HMRC, unaware that tax had been deducted from these payments. In June 2022, some claimants were contacted by the claims company responsible for their PPI refund, informing them of the opportunity to reclaim the deducted tax.

Brooksdale’s Involvement

The claims company, which initially handled the PPI refund, introduced claimants to Brooksdale, offering to manage the tax rebate process on their behalf. Eager to reclaim their money, claimants provided Brooksdale with the necessary information.

Unfulfilled Promises

Brooksdale assured claimants that the process would take a mere 12 weeks. However, dishearteningly, 15 months have passed since the initial submission of claims, and claimants are yet to receive their rightfully owed funds. This delay has been exacerbated by the revelation that Brooksdale will pocket a substantial portion of the refund as its commission.

HMRC’s Response

Claimants, anxious and bewildered, reached out to HMRC earlier this year. In response, HMRC confirmed that it had already issued a refund check to Brooksdale, adding to the mystery of the delayed payments.

Consumer Alert

Helen Crane of This is Money underscores the need for caution when dealing with tax rebate agents, particularly those charging exorbitant fees. Many such firms, including Brooksdale, claim large percentages of the reclaimed money, a practice that has become all too common.

What Claimants Can Do

Claimants who find themselves in a similar predicament can take matters into their own hands by following these steps:

  1. Check Documentation: Review your PPI statement or documents from the original claims company to determine the amount of tax deducted from your refund.
  2. Submit an R40 Form: Visit the HMRC website to fill out an R40 form, specifying that you are seeking a refund for tax paid on a PPI payout. Include all relevant details in the ‘other information’ section.
  3. Verify Personal Allowance: Be mindful that if you earned interest from other savings during the year you received the rebate, you may have already used up your personal allowance and might not be eligible for a refund.

Resolution for Anon

For Anon, who endured a frustrating 15-month wait for their refund through Brooksdale, the situation finally saw a resolution. After numerous emails and hours on the phone, they discovered that the refund check had already been sent to Brooksdale. However, the delay persisted.


Helen Crane contacted Brooksdale on Anon’s behalf, seeking answers and a resolution. Despite receiving a generic message citing information-gathering delays, Brooksdale eventually disbursed the funds to Anon. The firm offered compensation for the delay but with conditions attached.


While Anon’s ordeal ultimately concluded with the recovery of their owed funds, questions remain about Brooksdale’s practices and transparency. Consumer vigilance and awareness are crucial in navigating such situations and holding companies accountable.

In a world where tax rebates are within reach for many, it is imperative that individuals exercise caution when enlisting the services of tax rebate agents, ensuring that their hard-earned money does not vanish into the abyss of excessive commissions and unexplained delays.

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