Protection Available

We believe that we know your business best and we want to be there for you when you need us most.

Our Tax Investigation Service will cover our professional fees that result from most types of HMRC enquiry or investigation. Unlike some fee protection products that appoint their own advisors, our Service ensures that we can represent you throughout. We believe that we know your business best and we want to be there for you when you need us most.

Under the Tax Investigation Service, we can reclaim our costs in protecting you during a tax investigation and we will be able to defend you in the event HMRC check your books and records or visit you to check PAYE or VAT Returns. Protection starts from the very first request.

Our tax investigation service, which is backed by an insurance policy that we hold with Croner Taxwise, will cover our professional fees that result from most types of HMRC enquiry or investigation (full details are listed in the ‘service summary’).

'Peace of mind'

For peace of mind, we recommend that every client should be protected in the event of a tax investigation and subscribe to our Tax Investigation Service as tax investigations are expensive and can last several months and even years.

We will be free to work on your case for as long as it takes to bring about a resolution, up to the policy limit.

For limited companies and partnerships, the tax investigation service provides inclusive cover for all relevant individuals. When a business signs up to the service, all its directors, partners and their spouses and company secretaries, will also receive representation during an investigation into their personal tax affairs, as well as those of their business.

To provide this service, we need to be acting as the tax returns agent for the individuals in question. A personal subscription is, however, required for each individual where gross rental exceeds £50,000 per year, or for any other business activities.

View our Service Summary to see what is included under this service.

"Dealing with day to day business is hard enough, but a HMRC investigation too? We simply don’t have the time, energy and expertise to handle that. I believe my accountant is certainly the best person to manage a tax investigation and it’s reassuring to know the costs will be covered."

Client Legal Helpline

24 Hours a day, 365 Days of the Year

An additional benefit is that clients will have access to a business support helpline. A friendly team will be available to advise on common legal issues, such as: Advice from a dedicated team of legal consultants, barristers, solicitors and legal executives

Unrestricted access to use the service

You can call regarding any commercial legal problem:

  • Legal contract matters
  • Landlord and tenant or property queries
  • Employment and health and safety matters.

A significant feature of this service is its immediacy.

While the service is essentially provided by telephone, consultants will enter into correspondence with members where necessary. This could entail looking at any documents, which may be essential for the consultant to consider prior to giving advice, for example, contracts of employment, leases etc. Please note that the service does not extend to corresponding with third parties, only with the individual about their legal rights.

Employment & personnel

  • Disciplinaries
  • Dismissal
  • Gross misconduct

Health & Safety

  • Reporting an accident
  • Dealing with hazardous substances

Commercial legal issues

  • Landlord & tenancy agreements
  • Company law
  • Copyright & patents

HR, Employment Law and Health & Safety advice line

As part of our tax investigation service in partnership with Croner Taxwise, you get access to a HR, employment law and health & safety advice line, exclusively for you.

This team of dedicated business consultants can assist with immediate issues and advise on proactive measures you can take to improve your business, such as:

  • Advice on creating watertight documentation such as staff contracts, policies and procedures.
  • Managing your staff absences.
  • Dealing with disciplinary and grievance issues.
  • Carrying out redundancies.
  • Negotiating settlement agreements.
  • Understanding TUPE transfers.

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© 2024 Sheards Chartered Accountants. All rights reserved.

Sheards is the trading name of Sheards Accountancy Limited. Registered in England and Wales: Company no. 06837228. Regulated by the Institute of Chartered Accountants in England & Wales.

Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales.

The registered office is: Sheards Chartered Accountants, Vernon House, 40 New North Road, Huddersfield, West Yorkshire HD1 5LS
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