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.
Relevant Contract Types
✉️ 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.
Relevant Contract Types
How it works
Try using Genie's Free AI Legal Assistant
Generate quality, formatted contracts with AI
Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs
Let our Legal AI make edits for you
Ask Genie to edit your document in the same way you’d ask a paralegal. Genie makes track changes, and explains its thinking just like a junior lawyer would.
AI review
Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs
