HELP WHEN YOU NEED IT MOST

HELP WHEN YOU NEED IT MOST

02/ 03 CRONER TAXWISE ABOUT US Croner Taxwise Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 304970). CRONER TAXWISE are the largest Fee Protection Insurance provider in the UK. We specialise in enabling your Accountancy Practice to offer FEE PROTECTION to your clients, enhancing your service offering and growing revenue as a result. MARKET LEADERS IN FEE PROTECTION INSURANCE, TAX CONSULTANCY, HR AND EMPLOYMENT LAW Fee Protection Insurance is a Scheme that covers the clients of an Accountancy Practice for any professional fees that result from an Enquiry by HMRC. Based at our prestigious Leicestershire HQ, we employ over 120 STAFF who support over 4000 Accountancy Practices, handling over 7500 CLAIMS each year. Over 4000 PRACTICES rely on us to protect their clients from the costs associated with an HMRC Enquiry. Our dedicated Advice Team is available to provide the expert advice and support that you need, when you need it most. We also manage all aspects of the claim on your behalf, including reimbursement of your professional fees. Our expertise encompasses helping you to promote and grow your Scheme. We deliver comprehensive marketing campaigns on your behalf that extend beyond traditional mailshots. Dedicated marketing professionals will work alongside you incorporating offline promotion with technology-driven marketing activity. #BETTERTOGETHER

04/ 05 CRONER TAXWISE ABOUT SAVE YOUR CLIENTS MONEY PROTECT YOUR CLIENTS from the costs of engaging your professional services to represent them as a result of a Tax Enquiry by HMRC. Give your clients peace of mind to access their trusted advisors during an Enquiry without the worry of additional fees. Let us TAKE THE STRAIN allowing you to do what you do best, representing your client and enabling your client to focus on their business. Additional Practice Revenue Offering a Fee Protection Insurance Scheme provides additional revenue for your Accountancy Practice. Improve Client Retention Demonstrate to your clients that as a Practice you are taking proactive measures to protect them from unforeseen costs.

06/ 07 CRONER TAXWISE SCOPE OF COVER SAFE IN OUR HANDS An all-embracing Fee Protection Insurance Policy that provides the ultimate protection for your clients. Our Schemes are underwritten by Irwell, a UK provider who specialise in Legal, Employment and Fee Protection Insurance and are exclusive to Croner Taxwise. We work closely together to regularly review our product, offering continually improved cover for our clients. This strong relationship combined with our expertise ensures that your clients will benefit from the ultimate Policy and superior service. PROFESSIONAL What sets us apart is the broad spectrum of professional advice that we make available to your Practice which includes; Your own dedicated Account Manager to enable the smooth running of your Scheme An appointed Marketing Liaison Officer to help you maximise take up and revenue from your Scheme Your own dedicated Claims Consultant to ensure the fast, efficient handling of your claim Complimentary access to a variety of business advice services Whether you need a second opinion or a guiding hand, instant access to expert advice comes as part of the package. ADVICE All Part of the Service 100,000 INDEMNITY WITH NO EXCESS Any compliance check started by HMRC regarding the Policyholder s compliance with: Income Tax and/or Corporation Tax Self Assessment PAYE National Insurance VAT IR35 Construction Industry National Minimum Wage or Gift Aid Legislation and Regulations and; Any consequent dispute with HMRC after the issue of an assessment, computation of liabilities, written decision, notice of VAT civil penalty or notice of underpayment of the National Minimum Wage. See cronertaxwise.com for further details

08/ 09 CRONER TAXWISE TYPES OF SCHEME FLEXIBILITY TO SUIT YOUR NEEDS Your Practice is the insured party. You offer a tax investigation service and do not need to be an FCA regulated intermediary. As a Practice you act as an insurance intermediary. No two Practices are the same, that s why your Croner Taxwise designated Account Manager will work with you, understanding YOUR SPECIFIC REQUIREMENTS and challenges to develop a Scheme that s just right. We ll help you to set financial benchmarks and objectives for the growth of your Scheme and provide our expert advice on the best option too. PREMIUM COLLECTION WHY WOULDN T YOU? We collect your clients fees for you as part of the service, saving you valuable time. We ll do this at no additional cost and whether you take advantage of our marketing service or not. Of course if you prefer you can choose to collect the fees yourself. CHOOSE FROM: ALL CLIENT covers all clients in your Practice CLIENT DECIDE covers only clients who decide to opt in + PREMIUM COLLECTION Croner Taxwise collects all fees on your behalf NON PREMIUM COLLECTION Collect all fees yourself

10/ 11 CRONER TAXWISE YOUR SCHEME UTILISING THE LATEST TECHNOLOGIES PROACTIVELY YOUR SCHEME ALL YEAR SPECIALIST SKILLS EXPERIENCED CHARTERED MARKETERS ADVANCED MAILSHOT MANAGEMENT LIAISON OFFICER DEDICATED SUPPORT REALISE YOUR POTENTIAL GROW YOUR SCHEME WITH ADVANCED EMAIL & SMS MICROSITES WITH PREMIUM COLLECTION You want to grow your Scheme with minimal effort on your part. We recognise that. That s why we ve created the most comprehensive, digitally advanced marketing solution for promoting Fee Protection Insurance that you ll find anywhere. BRANDED COLLATERAL & TEMPLATES CONTENT, ARTICLES & COPY TWELVE MONTH PLAN ADVANCED SOCIAL MEDIA FEEDS Yes, we will issue mailshots on your behalf, accompanied by bespoke collateral and email. But our marketing capabilities extend considerably beyond that. Our Chartered Institute of Marketing accredited team, the largest and most experienced in the sector, will work with you to scope the best route to market. They ll provide a full mix marketing campaign that spans the lifetime of your Scheme, focussing on growth and client engagement strategies and providing all of the necessary marketing assets that you ll need.

12/ 13 CRONER TAXWISE EASE OF USE We pay out millions of pounds in Fee Protection claims every year Submit your claim Claim Authorised Within 48 Hours Our no quibble approach means that you recover any associated professional fees quickly, usually the next working day. Immediate Provisional Authorisation of 750 Claims Process Our Claims Department is staffed by ex HMRC and Practice professionals. They understand and appreciate your view and are always available to provide their EXPERT ADVICE in respect of the Enquiry, claims procedures and Policy coverage. MANAGING CLAIMS Our Claims Handlers operate from our Leicestershire HQ. They are all employed by us and carefully selected for their extensive Tax experience, ensuring that you benefit from the best advice. Payment Requests Processed via BACS the next working day Let s face it you want to spend as little time as possible managing your clients claims. We understand that. That s why Croner Taxwise has the most advanced online claims management portal of any Fee Protection Insurance provider with dedicated in-house developers continually enhancing it. The portal is highly secure, easy to use and is proven to reduce the time that you need to spend administering claims. If you prefer claims can be submitted and administered by phone, email, post or fax.

16/ 14/15 17 CRONER TAXWISE ADVICE LINES TAX, VAT & PAYROLL ADVICE LINES As an exclusive service, your Practice will gain unrivalled support from our DEDICATED TAX, VAT AND PAYROLL ADVICE LINES. Our clients often look to us for a second opinion, as a sounding board or sometimes a starting point. With over 35 in-house advisors we can help you with all matter of general Tax queries. Our capability extends to niche areas of Tax, VAT and Payroll with our highly trained consultants available to provide you with additional specialist advice if ever you need it. Our Partners have complete confidence in us and that s why we deal with over 160,000 queries per year. As a Fee Protection Partner you have exclusive, unlimited access to all of these dedicated advice lines included in your package. WE RE WAITING TO TAKE YOUR CALL YOUR OWN TOP TIER TAX & VAT TEAM Call our experts for guidance on a wide range of Tax and VAT matters that extend beyond the scope of your Practice - consider us your extended team. Our consultants are highly experienced, many are ex HMRC Inspectors, and cover a wide range of specialist services including: Written Advice Enquiries IR35 HAPPY TO HELP The team are available to talk through issues, conduct reviews, help plan a course of action or negotiate with HMRC. They ll even represent your client at tribunals and instruct barristers if necessary. Capital Allowances R&D VAT

16/17 CRONER TAXWISE CONNECT WHAT S INCLUDED? Dedicated Business Advice Lines Bespoke Business Seminars CPD Webinars Health & Safety Management Portal Employment Status Check 24/7 Employee Assistance Programme Support (Practice only) Plus Preferential Rates for: Employment Documentation Critique Health & Safety Safecheck Fire Risk Assessments Safety Schemes in Procurement Accreditations CONNECT from Croner Taxwise is a suite of complimentary business support services offered exclusively to our clients. Not only is our Connect package available to your own Practice, it is provided for your business clients too. COMMERCIAL HEALTH & SAFETY ADVICE LINE ACCESS ADVICE ON Preparing for on-site Premises H&S Inspections Understanding Commercial Health & Safety responsibilities Ensuring Commercial Health & Safety obligations are being met COMMERCIAL LEGAL ADVICE LINE ACCESS ADVICE ON Company Law, Clubs & Associations Partnerships, LLPs and Sole Traders Commercial Contracts EMPLOYMENT LAW ADVICE LINE ACCESS ADVICE ON Managing absenteeism Handling grievances and disciplinary processes Managing redundancies Thank you for all the time and effort given to me and my clients. Alan Grant ACG Accounting Services

18/19 CRONER TAXWISE JOIN US Join over 4,000 Accountancy Practices who rely on us to protect their clients and GROW YOUR PRACTICE REVENUE. OUR TAX & VAT ADVICE LINES HANDLE OVER 160,000 CALLS EACH YEAR To become a PARTNER visit cronertaxwise.com or call 0844 892 2776 JOIN US TODAY Together we will deliver to your clients a service that is second to none, providing them with access to the industry s best expertise when they need it most. With our support see the growth of your Practice through an additional service offering that requires minimal management on your part. #BETTERTOGETHER

cronertaxwise.com 0844 892 2776 Croner House Wheatfield Way, Hinckley LE10 1YG