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Tax Investigation Service

Period to 30th November 2020

When you subscribe to our service we are able to make a claim against our 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 Service Summary.

View the Service Summary

By subscribing you agree that you have read and understood the Service Summary and the events that are included under the Tax Investigation Service and the Main Exclusions.


Further details are available on request.


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


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

Fee Category

Annual Fee


Private Individual


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Sole Trader / Self Employed


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P'ship / Ltd Company up to £150k turnover


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P'ship / Ltd Company £150k - £2m turnover


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P'ship / Ltd Company £2m - £5m turnover


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P'ship / Ltd Company £5m - £10m turnover


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P'ship / Ltd Company £10m - £12.5m turnover


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P'ship / Ltd Company £12.5m - £15m turnover


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Please note that each individual requires a separate subscription.


Each business entity requires a separate subscription. The business subscription 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.

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