Tolley+ AI™
Fast, accurate generative tax AI powered by Protégé™, 
your next-generation AI assistant. 
Grounded exclusively in Tolley’s trusted tax 
research and guidance.
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Smarter Tax Workflows. Trusted Tolley Intelligence. Built-In Security

Tolley+ AI brings next-generation AI capability to your tax workflow accelerating research, drafting and analysis with intelligence grounded in Tolley’s authoritative tax research and guidance.

Powered by Protégé, your intelligent AI assistant, it understands how you work interpreting context, navigating complexity and delivering accurate, verifiable answers grounded in the UK’s most authoritative tax sources. So, you can move faster, work smarter, and deliver with confidence. 
Built on RELX enterprise-grade security and privacy-by-design technology, data protection is built in from the start keeping your information private, auditable and secure at all times.

Personalised Tax Workflows

Unlock tax efficiency with personal Vaults

Build your own secure Vault to store private documents. Allowing Tolley+ AI to draw on them, delivering personalised, context-rich answers whenever you need. It’s your trusted tax assistant, powered by Tolley content and your firm’s knowledge.

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Draft with Confidence 

Instantly create research notes, reports, and client communications grounded in Tolley’s trusted tax content clear, accurate, and professional in every draft.

Save, Format and Share with Ease 

Save your conversations for reference or review. Export clean, consistent PDFs or print copies for internal documentation and audit trails.

Ask. Get Trusted, Verifiable Answers

Have a natural conversation with Tolley+ AI and get fast, precise answers you can trust. Every response is grounded in Tolley’s authoritative content and backed by fully verifiable citations.

Search Trusted Primary & Secoundary Sources 

Answer tax questions quickly and confidently with the UK’s largest collection of up-to-date legislation, case law, expert commentary and news — including authoritative titles such as Simon’s Taxes and De Voil.

Get Practical Guidance 

Apply complex tax rules with confidence using expert-written notes, templates, checklists and worked examples — designed to turn legislation into clear, practical action.

Connect Primary Sources With HMRC  

Over 100,000 cross references between Simon’s and HMRC manuals ensure you get the complete picture.

Unrivalled Case History 

Our extensive archive of tax cases is unrivalled, with over 30,000 court and tribunal judgments dating back 150 years.

Effortless Tax Timeline Management

See and understand every date that matters

Turn your Vault documents into a clear chronological roadmap. Timeline identifies key dates and events, helping you quickly understand sequences and deadlines. No more sifting through files, second-guessing and triple checking. Just instant visualisation of the dates that matter.

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Summarise Tax Cases Instantly 

Turn lengthy case law into concise summaries that highlight key facts, reasoning and outcomes so you can grasp complex details faster.

See the Source. Trust the Answer

Every AI response links directly to Tolley’s related content, so you can verify and cite with complete confidence.

Analyse Documents Securely

Upload tax documents for instant, actionable insights. Files are fully encrypted, processed securely, and deleted when your session ends.

Create Instant Timelines

Automatically map key dates and events from your documents into clear chronological timelines. Ideal for reviews, case prep or compliance tracking.

Access Answers Anywhere

With TolleyThis, access trusted answers from any webpage. No switching tabs, just seamless support wherever you work.

Adaptive Answers to your questions 

Adjusts to your query, asking for more detail when needed, giving direct facts for direct questions, or breaking down complex issues into structured scenarios.

See the Answer Path

View the references, refinements and reasoning steps that build each answer. Complete transparency, every time.

Build Your Own Tax Intelligence Vault 

Combine Tolley’s authoritative content with your firm’s own materials for personalised, context-rich answers in seconds.

Built on trust. Designed for performance.

Tolley combines cutting-edge AI with trusted, exclusive tax content to deliver a powerful solution with unmatched accuracy, speed, and confidence.

Responsible AI with Human Oversight

Tolley and LexisNexis follow the RELX Responsible AI Principles to ensure that AI solutions are developed with human oversight and accountability, considering the real-world impact of the solutions and taking action to reduce bias.

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Private, Multi-Model LLM Approach

Tolley’s AI developments use a flexible, multi-model approach to ensure the best model is applied to each query. Our proprietary RAG platform combines fast, accurate semantic search with robust privacy controls to protect sensitive data.

State-of-The-Art Encryption and Privacy Technology

Tolley and LexisNexis maximises security and privacy at every development stage, continually refining data protection processes. The company employs Privacy by Design principles to keep data and user information secure.

Frequently Asked Questions

Tolley+ AI is the UK’s first generative AI platform purpose-built for tax professionals. It combines trusted Tolley tax content with enterprise-grade AI technology to deliver fast, secure, and verifiable insights. Unlike generic AI tools, every output is grounded in authoritative sources such as Simon’s Taxes, De Voil, HMRC manuals, case law, and Tolley Practical Guidance.

Public AI tools can generate incorrect, unverifiable, or out-of-date answers. Tolley+ AI eliminates this risk by:
  • Grounding every response in Tolley’s authoritative tax library
  • Providing verified citations to original sources
  • Ensuring privacy with enterprise-grade security measures
  • Being tailored specifically for UK tax workflows

Every output includes citations back to Tolley’s authoritative tax sources. Users can trace, verify, and cross-check every answer against original guidance, legislation, or case law, ensuring reliability and compliance. Tolley has a long history as the most up-to-date and comprehensive tax library in the UK.

Tolley+ AI supports:
  • Conversational tax research
  • Drafting client letters, notes, and reports
  • Summarising cases, legislation, and HMRC manuals
  • Analysing uploaded documents
  • Providing step-by-step guidance for technical tasks
  • Securely storing and reusing documents with the Vault feature
  • Generating Timelines from Vault documents

The Vault is a secure repository within Tolley+ AI where professionals can upload, save, and organise key tax documents. Unlike standard uploads, documents stored in a Vault are retained securely until the user chooses to remove them, creating a personalised knowledge base. Vault capabilities include:
  • Document Storage: Create up to 50 Vaults, each holding 1–500 documents.
  • Secure Access: All content is encrypted and private; only you and authorised colleagues can access it.
  • Smart Retrieval: Use uploaded materials as a basis for summarisation, or drafting – the AI will cite from your Vault alongside Tolley sources.
  • Flexible Use: Add or remove documents at any time, with retention controlled by the user.
  • Session vs Vault Uploads: Files uploaded outside of a Vault are automatically purged at the end of the session, whereas Vault-stored content is retained for ongoing use.
The Vault ensures professionals can combine Tolley’s authoritative content with their own internal documents for faster, context-rich outputs.

Tolley+ AI follows RELX Responsible AI Principles and is built with privacy-by-design. No user data is retained, stored, or used to train AI models. All sessions are encrypted, ensuring compliance with professional standards.

You should trust the answers from Tolley+ AI because:
  • Tolley leverages more than 2,000 technologists, data scientists, and subject matter experts to develop, finetune, and validate our AI solutions.
  • Tolley has been developing and implementing the use of generative AI in our products for years.
  • Our search results rely on current, authoritative content with human tax experts in the loop through the development and improvement processes. This approach enables the ability to provide linked citations and references to our content for grounded responses.

No. Tolley+ AI acts as a trusted colleague, supporting professionals by speeding up research, drafting, and analysis. Final responsibility always rests with the tax professional, ensuring judgment and context are applied.

Tolley+ AI is part of the wider Tolley+ ecosystem. It works seamlessly alongside Tolley+ Research and Tolley+ Guidance giving users an end-to-end solution for research, guidance, workflow, and compliance.

Tolley+ AI is available via the Tolley+ platform. Subscription details, onboarding support, and training materials are provided to ensure fast adoption and effective use across teams.

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