A clear letter offering clients your fee protection (tax investigation) service: why it matters, what is and is not covered, the cost, how claims work, and an opt-in or opt-out slip.
Accountancy practice – client documents
Fee Protection Insurance Letter
About this document
A client letter explaining your firm’s fee protection service, which covers your professional fees if HMRC opens an enquiry, compliance check or dispute. It sets out the cover, the main exclusions, the client’s obligations and the price, and records the client’s decision on a reply slip.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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