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Tax Investigation Policy Wording and Overview

Updated: 18 August 2023 | 12:44 PM

Tax Investigation Policy, or Client protector Policy, from Markel Tax wording and overview with frequently asked questions.

In the Client Protector policy wording you will find:

  • what is covered and not covered by the Policy
  • how to make a claim
  • other important information

In the Fee protection overview document you will find:

  • what type of enquiries are covered by the Polocy
  • what type of enquiries are excluded from the Policy
  • how to make a claim and what is the process
  • other common questions regarding the Policy


How to make a tax insurance claim

You will need to make your claim in writing as soon as you become aware of any incident, cause or event which has or is likely to give rise to a claim under this Policy. Failure to notify during the period of insurance may lead to the claim being denied.

Initial notification of the claim must be made in writing by emailing or through the claims portal on Markel’s website.

You can also write via first class post to: Markel Tax, One Mitchell Court, Castle Mound Way, Rugby CV23 0UY

If you have any questions, please contact your Regional Office.

Customer service or complaints

If you have a question about your MU insurance please contact Markel Tax by calling on 0345 223 2727 or writing to The Customer Services Manager, Markel Tax One Mitchell Court, Castle Mound Way, Rugby CV23 0UY

Or by calling Hencilla Canworth GI on 020 8686 5050 or writing to Hencilla Canworth GI Ltd, Simpson House, 6 Cherry Orchard Road, Croydon CR9 6AZ.