Respect

We always respect all individuals and organisation we deal with and value their ideas and contributions.

Integrity

We are professional and honest in our working relationships. We strive for equity and fairness in our decision making and in our treatment of one another

Passion

Passion is at the heart of our company. We show enthusiasm and commitment in everything that we do.

Trust

We believe in trust and to be trusted as trust is the most important part of a healthy relationship.

Excellence

We love what we do, and with our energy and drive we consistently reach seemingly impossible heights.

Fee Protection Insurance

Croner Taxwise

The likelihood of a tax enquiry by HM Revenue & Customs (HMRC) has continued to increase and HMRC officers are now using new, wider powers to visit premises and inspect financial records. As a result, tax enquiries are at record levels and are becoming more complex resulting in professional costs of defence inevitably rising.

We offer our clients an insurance policy from Croner Taxwise to cover our professional fees incurred as a result of dealing with these investigations.

Croner Taxwise are specialist providers of Tax Enquiry Fee Protection Insurance Schemes to Accountancy Practices and are authorised and regulated by the Financial Conduct Authority (Financial Services Register number 304970).

All clients can also enjoy the benefits of the Employment Law and Health & Safety advice team at Peninsula for no extra cost.

With over 25,000 UK businesses as clients and more than 900 staff, Peninsula are the country’s largest Employment Law specialists and our clients have the benefit of their 30 years’ experience.

Croner TaxwisePlus Fee Protection covers:

Our Fee Protection price guide.

Client category	Annual Premium (from 01 November 16)
Personal tax clients (rental income up to £50,000 per annum)	£50
Non-VAT registered Sole traders (with annual turnover up to £25m and personal tax clients with more than £50,000 annual rental income)	£100
VAT registered Sole traders (with annual turnover up to £25m)	£150
Partnerships (with annual turnover up to £25m)	£200
Limited companies / Limited Liability Partnerships (with annual turnover up to £25m)	£250
Businesses with turnover greater than £25m per annum	Please call us

For more information about fee protection insurance, please contact Us on 0161 224 5456

Fee Protection Insurance - Terms of Business

We are not authorised by the Financial Conduct Authority. However we are included on the register maintained by the Financial Conduct Authority (FCA) so that we can carry on insurance mediation activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business, including arrangements for complaints or redress if something goes wrong, is regulated by the Institute of Chartered Accountants in England and Wales. The Financial Services Register can be found at www.fca.org.uk/register. If you would like to talk to us about how we could improve our service to you, or if you are unhappy with the service you are receiving, please let us know.

Terms of Business We are not authorised by the Financial Conduct Authority. However we are included on the register maintained by the Financial Conduct Authority (FCA) so that we can carry on insurance mediation activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business, including arrangements for complaints or redress if something goes wrong, is regulated by the Institute of Chartered Accountants in England and Wales. The Financial Services Register can be found at www.fca.org.uk/register. If you would like to talk to us about how we could improve our service to you, or if you are unhappy with the service you are receiving, please let us know. On this occasion we have contacted you without your specific permission, as we believe that it is in your best interest to be notified of this product. There may be other occasions when we need to contact you without your express permission. We shall of course comply with any restrictions you may wish to impose which you notify to us in writing.

We will carefully consider any complaint as soon as we receive it and do all we can to explain the position to you. If we do not answer your complaint to your satisfaction, you may of course take the matter up with the Institute.

In the unlikely event that we cannot meet our liabilities to you, you may be able to claim compensation under the Chartered Accountants’ Compensation Scheme.

We recommend that you purchase Croner Taxwise Fee Protection Insurance as it will protect you against the additional professional fees that will arise in the event of an HMRC enquiry or dispute. We chose CronerTaxwise as our provider of this insurance because Croner Taxwise has a good reputation in the market place, offers a high standard of customer care in claims handling and provides one of the widest Policy covers in the market place.

We are not under a contractual obligation to conduct insurance mediation activities with a limited number of insurance undertakings and do not give advice based on a fair analysis of the market. Upon request we will provide you with a list of insurance undertakings from which we have made our selection

n recommending this insurance we have considered the following Demands & Needs:

You will benefit from this insurance as you could be subject to an HM Revenue & Customs (HMRC) tax enquiry or dispute. This is because, during the policy period:

Please note if none of that following points apply to you, this insurance may not be appropriate and you should contact our practice to discuss this.

Respect

Integrity

Passion

Trust

Excellence

Client category

Annual Premium (from 01 November 16)