Tax Investigations

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Tax Investigation Policy

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 (Private)Tax

Please note that each individual requires a separate policy. Cover will not extend to any matter relating to a business for clients taking out solely personal cover.


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 £15m 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.


Read the Policy Summary here.


This application represents the fees for the Tax Investigations Policy for the period ending 30th November 2017.

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

Payments are by a single annual collection by Direct Debit.

Sole Traders

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Monahans has offices in Bath, Swindon, Chippenham, Frome, Trowbridge and Glastonbury.

All information provided in this website has been prepared for general information and illustration purposes and does not establish, in any form, a business or professional services relationship with the author, Monahans itself, or trading companies of Monahans.

Although we have taken due care in the preparation of all information contained in this web site, any reliance on the information is solely at the user’s risk. You should always take professional advice in relation to your circumstances. Monahans accepts no responsibility for any loss (whether personal or business) resulting from reliance on any information contained in this web site.

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