✉️ Advance assurance

About this category

Advanced Assurance is a formal indication from HMRC that they will not investigate the taxpayer’s affairs for a specified period, provided the taxpayer continues to meet the conditions set out in the Assurance. The Assurance will normally cover a period of three years from the date it is issued. It can be issued for a shorter period, or extended for a further three years, if HMRC is satisfied that the taxpayer has met the conditions of the Assurance during the previous period.

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✉️ Advance assurance

templates

We don't have any templates in this category yet, but we are working on it. As we don't have a template for you to use you will find the details of law firms who may be able to help you listed below.

Associated business activities

Get advance assurance for investment

is a way for an individual to get an indication from HMRC that their proposed pension arrangement is likely to meet the criteria to receive tax relief. This can provide peace of mind for the individual and also provide some clarity on the tax treatment of their pension arrangement.