Tax Investigation Fee Protection

The investigation process can take months and result in fees running into the thousands and for more complex cases, into the tens of thousands, even if little to no extra tax is recovered by HMRC following an investigation.

The protection provided gives clients peace of mind and allows the team at Wilson Partners to deal with the enquiry accordingly, without the worry of a hefty fee bill after the enquiry is resolved.

Who covers the cost of the fees?

Clients are covered by Markel, the policy provided will see the fees incurred through an investigation covered by the policy.

I’m a client of Wilson Partners, how do I sign up to receive protection?

From September 1^st 2023 all Wilson Partners clients and any future clients of Wilson Partners will be automatically enrolled into the scheme, unless they choose to take the risk and not be covered when given the opportunity to opt-out.

What will cover cost?

From 1st September 2026, for Companies, the annual cost of cover will be a tax-deductible business expense and is based on the services we provide, comprised cumulatively, for businesses of:

• £185* – VAT returns
• £35* – payroll
• £185* – corporation tax or £350 plus VAT – corporation tax including R&D tax claim
• £370* – partnership tax

For individuals who take our self-assessment tax service, the cost will be £90 plus VAT per year. However, if you are a self-assessment client who is a Director of one of our corporate clients, you will be covered under the company charge and there will be no further cost. *Please note prices are exclusive of VAT.