✉️ Advance assurance

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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Get advance assurance for investment

Get advance assurance for investment is a way to get an indication from HMRC that a proposed pension arrangement is likely to meet the criteria to receive tax relief.

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