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Tax Investigation Policy

Period to 30th November 2018

When you take out a policy we are able to make a claim on your behalf against your insurance policy held with Professional Fee Protection in respect of our fees incurred when we defend a client who is subject to the events shown in the Policy Summary Summary. By taking out a policy you agree that you have read and understood the relevant Policy Summary, the events that are included and the Main Exclusions. Further details are available on request.

Personal Tax Clients

Please note that each individual requires a separate policy.

Business Clients

Please note that each business entity requires a separate policy. The business policy includes cover for the personal tax return of the partners, directors & their spouses and the company secretary of the business who have no other business income other than rental income up to £50,000 & provided the tax return is completed by us.

 

The maximum business turnover is £10m per annum (as stated in your last approved accounts) should you have turnover in excess of this please contact us as a bespoke quotation may be required.

This policy represents the fees for the Tax Investigations Policy for the period stated above. In the event of an HMRC enquiry into your tax affairs, we can make a claim against your insurance policy for the recovery of the professional expenses that we incur and these fees are credited to your account. To take out a policy we must have a current engagement letter in place for the preparation of the tax returns.

 

Please ensure that the correct fee is paid otherwise the investigation/enquiry may not be covered.

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