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Markel Tax

Fee protection insurance schemes

Our schemes allow you to provide valuable fee protection insurance to your clients and boost your earnings at the same time. We have a variety of schemes available so you’ll be sure to find one that matches your needs. 

We’ll set up your scheme and recommend an appropriate option based on your regulatory status with the Financial Conduct Authority (FCA).

Our scheme options include:

  • Practice Protector scheme - Your firm is the insured party. You offer clients a tax investigations service, not insurance. This means you don’t need to be a regulated intermediary. 
  • Client Protector scheme – You will be offering Markel’s fee protection insurance to clients and will need to have 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 intermediary.
  • All Client scheme – All clients are covered, which means claims can be made for all relevant enquiries. An excellent added value benefit and complete peace of mind for both the practice and its clients.
  • Client Decide scheme – A flexible scheme option that allows you to offer the benefit of fee protection to clients.  They decide, you only pay for those clients who subscribe.
  • Client Decide Direct – Your firm is seen to be offering the protection, but you refer the client to Markel Tax. We’ll explain the benefits, handle the administration and pay you an introducer fee when the client insures.

Schemes for smaller practices, stand-alone businesses and individuals:

If you’re a smaller firm, or an individual, we have a solution for you:

  • 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