Tax Advisor's Liability Insurance

You maximize your clients’ revenues and financial satisfaction. We make sure your decisions don’t have any negative consequences for you.
A professional civil liability insurance policy for individuals and entities specialized in tax advice services.

Lloyd's quality

Broad Coverage

Limit of 1 million PLN

This product is right for you if:

You are a tax advisor or an entity authorized to provide tax services, registered with the National Chamber of Tax Advisors.
You understand that handling someone else’s finances involves a risk of error and associated material liability.

What you get:

The policy will cover up to 2 million PLN in claims arising from tax advice errors.
It will also pay the costs of legal defense in courts at any level.
It provides the broadest possible cover under a single insurance agreement.

How to customize your policy:

Pick sections 2 to 5 and add them to the mandatory cover required by the Regulation of the Minister of Finance (Section 1 – limit of 10 K euro).

Tailor the policy to your needs:

  • increase the statutory limit of 10 thousand euro to max. 2 million PLN and cover errors in single-entry accounting, VAT settlements, and tax declarations (Section 2),
  • cover the consequences of HR and payroll errors, including errors related to the social security system (Section 3),
  • cover the costs of legal defense and administrative penalties related to personal criminal tax liability (Section 4),
  • refinance the costs of legal proceedings and administrative penalties (GDPR) and cover the costs of IT incidents related to confidential data leaks or malware attacks.

The benefits:

The most comprehensive cover precisely tailored to the type of services you provide.
Insurance against claims related to confidentiality breaches or document loss, thanks to unique additional clauses.
A prestigious policy issued by the Lloyd’s Insurance Company and reinsured by Lloyd’s Syndicates, the world’s oldest insurance institution.
An online contract, signed electronically, with no need for personal contact, available in a matter of minutes.

Sounds interesting?

Our experts will answer all your questions and help you find an advisor in your area.


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