Tax Protection Insurance

Tax Protection Insurance that covers accountants’ fees when an individual or business faces an enquiry or investigation by HM Revenue & Customs.

Distributed by brokers through affinity groups and by accountants, the policy covers accountants’ fees when an individual or business faces an enquiry or investigation by HM Revenue & Customs. The policy is supported by a 24/7 Tax Helpline and claims specialists.

Examples of case types we can cover

  • Self-assessment ‘full’ and ‘aspect’ enquiries
  • VAT disputes or visits
  • Employer compliance disputes or visits
  • IR35 disputes
  • IHT enquiries
  • Schedule 36 enquiries

 

Variable limits of indemnity available.

Fully bespoke

Cover is individually tailored for each corporate partner following an analysis and review of their customer-base. It’s designed to meet customers specific needs and characteristics using our benchmarking guide based on real-world claims frequency and average claims values.

The claims process

If a legal case needs to be pursued, our intelligent Online Claims System (OCS) guides claimants through the claims journey; and we decide within 5 days on whether a claim can proceed under the insurance policy. Once accepted, each claim is then assessed on its own merit using specialist in external panel accountants. We then either fully fund the legal case or provide additional support and guidance to help the claimant reach a settlement.
 

We know that the customer’s existing accountant is often best placed to deal with any tax enquiry, and therefore, subject to agreeing reasonable terms, will appoint the customer’s own accountant and provide indemnity under the policy.

Speak to an expert: 0344.770.9000

We’re waiting to hear from you. Call, email or use our live chat service to find out how we can help you deliver market leading, tailored products and services to your customers.
 

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