Protect Support Grow

specialist providers of tax investigation insurance

Croner Taxwise has a history of working with Accountancy Practices going back over 25 years.

We have grown over the years but our core value of outstanding friendly customer service remains at the centre of everything we do.

Today our services reach far beyond Tax Investigation Insurance as the demands from our accountancy clients has extended to consultancy support, training, seminars, technical resource and wider business support. In fact we see our role as being your partner to help you grow and develop your practice and extend the engagement you have with your clients.

We would be delighted to meet with you to understand the opportunities within your firm and discuss how we can work with you.

Why offer Tax Investigation Insurance?HMRC is working hard to collect more tax revenue from compliance activity than ever before. There has been an increase in the number of investigations, these are affecting your clients.

That’s why your clients need Tax Investigation Insurance to enable you to challenge HMRC, with our support if required, without your clients having any concern over professional fees.

In addition, by applying a modest mark up you can create an income stream for your practice.

Our approach is all about flexibility.

We can guide you around regulatory options, all client or client optional schemes, tailored marketing, carry out the marketing on your behalf and even collect the premium directly from your clients. We will guide you through our online systems so you have transparency of your scheme, can declare clients on cover and manage your claims all at the touch of a button.

Our on-boarding and client services team along with our extensive team of regional field based Practice Development Managers are always on hand to help.

About us

£100,000 indemnity with no excess for:

Any compliance check, visit (regardless of whether a dispute has yet arisen) or investigation started by HMRC regarding compliance with:

• Corporation Tax Self Assessment

• Income Tax Self Assessment

• PAYE

• P11D

• National Insurance

• Construction Industry Scheme

• IR35

• VAT

• National Minimum Wage

• Gift Aid legislation and regulations

Also includes

• VAT visits

• Employer Compliance visits

• Check of employer records

• Interventions

• Requests for information

• Capital Gains Tax

• Any HMRC use of pre-dispute information and inspection powers under schedule 36.

* This is a policy overview, please speak to your Practice Development Manager for further details and a copy of the Policy Wording.

• Inheritance Tax enquiries• COP8 enquiries up to £15,000• 90 days’ late return cover• Stamp Duty, Stamp Duty Land Tax

and Land & Buildings Transaction Tax enquiries

• Appeal to the First-tier Tribunal

• Appeal to the Upper Tribunal• Appeal to the Employment Tribunal• No excesses• We do not require you to have

completed the accounts or VAT return in question

Policy Features

In addition our Policy includes:

Our team will tailor a marketing programme specific to your practice, this will include mailers, response slips, compliance documents and leaflets. This can of course also be delivered in a digital format.

However, our capabilities extend far beyond that giving you digital support in terms of microsites, web content, online payment functionality as well as regular social media content.

Croner Taxwise Online allows you to make all of your claims quickly and simply online, your insured clients will already be in the system. You can register new claims and update existing ones, request fee increases and submit requests for payment. We pride ourselves in dealing with your online requests the same day with daily payments made by BACS transfer. Our systems have achieved ISO27001 and Cyber Essentials certification.

Although this technology is great and all very efficient, it does not completely substitute human interaction and our team of claims advisors are on hand, in fact they’ll call you from time to time just to keep everything up to date and see if we can help.

/54.8 stars with over 1000 reviews!

Marketing Team

Claims Team

What our clients say about us on feefo:

"Really easy to submit a claim and the guys are really helpful and professional. Quick and easy

process, 10/10."

"The service is always very helpful, comprehensive and client focused."

What our clients say about us on feefo:

"... has been very very helpful throughout. Always answered e-mails promptly and sent my literature through the post when asked. Looking forward to

communicating with her again next year."

"Excellent customer service - All the staff have been very helpful and accommodating. They

worked with us to get the right message to our clients."

Tax, VAT & Payroll Advice

Our clients often look to us for a second opinion, as a sounding board or sometimes a starting point. We not only deal with general tax queries, but have specialists in real niche areas of Tax, VAT and Payroll. We deal with over 160,000 queries per year. As a Croner Taxwise partner you have unlimited access to our dedicated advice lines.

Employment Law, HR, Health & Safety and Commercial Legal Advice

Gain access to the UK's leading specialists who will offer you advice on all related issues, acting as an external HR team for you.

Use our team to provide commercially sound advice on matters relating to managing your employees and their welfare.

Why not enhance the services your practice offers by extending this service to your clients. Another benefit of working with Croner Taxwise.

Advice Lines

"... was very positive and helpful and clear. She negotiated with HMRC for me and got a better

result than I could have hoped for. I am very grate-ful to her for taking some of the stress away from

me."

"... was friendly and approachable and gave concise answers to my queries."

What our clients say about us on feefo:

Enquiries

All of our consultants are ex-HMRC officers or qualified specialists. We are expertly placed to advise you on disputes and to assist in representing your clients who are under investigation by HMRC. This is an extension to your team to be used as much or as little as you require, you control our involvement.

Written Advice

With ever changing legislation our Tax Consultancy service can provide peace of mind for you and your practice. Using our in-house professional expertise we can provide in-depth written advice based on the facts you provide saving you time and leaving you with a written record. The cost can be charged to your client, and you can get on with developing your practice.

Research & Development

At Croner Taxwise our R&D experts help identify potential clients who are suitable for R&D Tax Credits. We will work with you to ensure your clients are maximising their entitlements.

Capital Allowances

The Croner Taxwise Capital Allowances service strengthens your client relationships by achieving tax benefits for clients whilst also generating extra income for your practice.

IR35 Reviews

Our IR35 Contract Reviews will provide you and your client with an opinion as to whether or not the legislation applies to them.

Tax and VAT Consultancy Services

Our team have extensive experience and provide dedicated specialist support.

• Health & Safety Compliance Audit

• Fire Risk Assessment

• Safety Schemes in Procurement Accreditations

Croner Taxwise Resources

Over the years Croner Taxwise has developed a phenomenal resource centre, which includes:

• CPD Webinars with accompanying notes

• Tax Updates

• VAT Updates

• HR Expert

• Podcasts

• Case Studies

• Seminars

• Social Media

• Online Chat

• Q&A's

All of our clients benefit from our Croner Connect package which consists of essential business services that will enhance your client offering and extend your practice capabilities.

• Business Advice Lines

• Bespoke Business Seminars

• CPD Webinars

• 24/7 Employee Assistance Programme

• Employment Health Check

• Employment Documentation Critique

Croner Connect

Discounted access to:

Croner Taxwise Limited is authorised and regulated by the Financial Conduct Authority (Financial Services

Register number 304970).

Why not speak to us today?0844 892 2473 hello@cronertaxwise.com cronertaxwise.com