At Abbey Tax we offer a flexible approach to how you choose to deliver Fee Protection to your clients:

The insurance industry is regulated by the Financial Conduct Authority (FCA) and we can advise you on the right scheme based on your regulatory status.

Practice protector - The practice is the insured and the policyholder. You offer your clients a tax investigations service. The firm is not offering insurance and does not need to be a regulated intermediary. 

Client protector – insures your clients and you will need the relevant regulatory status (either direct authorisation from the FCA or a relevant DPB licence, plus the appropriate level of PI Insurance) to act as an insurance intermediary.

All client schemes – covering all clients of the practice.

Client decide schemes – covering only those who opt into the scheme.

Client decide direct – for firms who would like Abbey Tax to undertake the administration.

 

Alternative Schemes 

Tax Start A policy designed for smaller practices with less than 100 business clients. Click here for the Tax Start information sheet and quotation document.  

Tax Defence  Our individual policy for businesses and personal taxpayers. Further information is available here