Tax Protection Insurance that covers accountants’ fees when an individual or business faces an enquiry or investigation by HM Revenue & Customs.
Variable limits of indemnity available.
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.
If a legal case needs to be pursued, our intelligent Online Claims System (OCS) guides claimants through the claims journey. Our Claims Advisers aim to complete an insurance assessment within 5 working days. This initial review may require further information before a claim can be fully assessed. Once accepted, each claim is evaluated on its own legal merit by our specialist in-house lawyers or external panel solicitors. We then either fully fund the legal case or provide additional support and guidance to help you reach a resolution.
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.
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