Tax Investigation Service for the period to 30 April 2025.

PLEASE NOTE – if you are a director/partner/company secretary (or their spouse) that we act for personally, and your company/partnership is signed up to the Tax Investigation Service, you do not need to sign up separately, unless you have rental/sole trade over £50,000 in your latest tax return, in which case you will need a 'Sole Trader/Landlord' or ‘Business’ subscription in your own name to be protected.

This level of protection is for the following types of client:

• Personal tax (per person) – includes sole trade turnover up to £50,000pa* and/or gross rental income up to £50,000pa*.
• Trusts – includes gross rental income up to £50,000pa*

*Any individual or Trust that exceeded these limits in their latest filed tax return will need a 'Sole Trader/Landlord' or ‘Business’ subscription.

The Service will pay our fees up to a maximum of £100,000 - Please refer to the 'Service Summary' for further details.