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.
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