PERSONAL ACCOUNTING
Personal Accounting

‘Tailor-Made’ Solutions

Searching for a professional, personable and proactive accountant who will not only serve your needs but also help your business grow? 

Estate Planning

Though not many of us like to think about it, we also naturally want to make sure our loved ones are protected in the event of our passing. 

Government regulations as far as estates are concerned will require plenty of planning on your part. Since none of us know exactly when our time will come, it’s best to get started now. 

The sooner you get started, the better chance you have of maximising tax opportunities, and in turn, benefits to your loved ones. Don’t let any more of your hard-earned wealth fall into the government’s hands than is necessary! 

It’s also vital to take adequate measures for yourself and your spouse when planning an estate transfer. This requires both a lot of skill and vast foresight, as well as a knowledge of tax policy. 

Our discreet estate planning services include the following:
• Drawing up/filing a will
• Maximising lower tax rates and tax exemptions on lifetime transfers
• Business property transfers, including agricultural property
• Trusts
• Arranging for satisfactory life assurance so any potential inheritance taxes are paid for

We strongly recommend beginning estate planning as soon as possible. Please contact us for a preliminary review. 
Personal Financial Review
With our vast network of professional resources, CRW Accountants Ltd can get you in touch with a premier financial consultant. This free service allows you access to a qualified and trusted third party advisor that can make sure your portfolio is as strong as it possibly can be. 

Please visit the “meet the specialists” page of our website to learn more about our financial consultants.
Personal Tax Advice & Assistance
With the tax structure becoming more and more complicated, placing more attention on the responsibilities of each taxpayer, every taxpayer can benefit from the knowledgeable services of a professional to ensure they are compliant with the law. 

We can give you advice all year long regarding the following:
• Income tax
• National insurance contributions
• Capital gains tax
• Inheritance tax
• Trusts & estates
• Non-domiciliary tax issues

For every pound you save on taxes, an extra pound you have to spend on other things! Other boons include minimal capital gains tax and inheritance tax. 

Be sure to take full advantage wherever you can. To learn more about all the different ways you can save on taxes, call us for a personal review session. 
Self-Assessment
If you’ve been subject to a fine due to this, you’re not alone. In the first year of the Self-Assessment alone, 775,000 hardworking taxpayers paid £100 fines for not submitting on time, and 400,000 more were subject to further penalties because they still had not submitted their return six months on! 

The constant changes in legislation not only means more complex returns, but also higher penalties for those who fail to file on time or correctly. 

Let us handle your self-assessment tax return for you, and save you plenty of time, money and worry in the process. We’ll take care of everything, even minimising your tax liability. 

We can serve as your agent, communicating with the HM Revenue and Customs directly on your behalf. If you’re selected for an enquiry, we will attend any meetings for you. 
Trusts & Executorships
Trusts are a relatively simple way, as well as one to minimise tax implications, to keep assets set aside for beneficiaries that are not then subject to the inheritance tax. Along with our consultants who specialise in this area, we can advise you of the optimal type of trust, set it up and then provide a full range of accounting services thereafter. 

Along with our solicitor consultant, we can help you out with will preparation, single or mirror, and issues relating to inheritance and estate taxes. 

If needed, we can also act as trustees, executors or power of attorney appointees. 
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