Life Builder
Everyone’s life journey is different. We all have our own set of goals and aspirations that we would like to achieve throughout our lives. But planning for the future can seem like a daunting task. At Crowe we work with you and your family to take the stress out of planning and help you work out how you can start to achieve those goals.
Drag and drop the key milestones that are important to you and your family and see the journey start.
The first day of the rest of your life starts now.
Drag and drop your journey
Buying or selling your home
Buying or selling your home
Moving home is commonly cited as one of life’s most stressful events. If you are thinking about or in the process of buying or selling your home, we can help you identify potential pitfalls and guide you through the process, making the transaction as seamless as possible.
Building and managing your property portfolio
Building and managing your property portfolio
If you have multiple properties, it is important to regularly review how the ownership is structured to make the most out of your investments. Planning is crucial - we can help to ensure you are holding your properties as effectively as possible, advise on the best time to sell and help you to continue to build your portfolio.
Moving to the UK or overseas
Moving to the UK or overseas
If you are contemplating a move to or from the UK it is important to take advice early to ensure you are prepared before you make the move. We can help you work out your residence and domicile status and advise you on how to comply with your tax obligations in the UK and any other jurisdictions.
Starting a family
Starting a family
Starting or expanding your family is a big life change, which is very rewarding but also very expensive. We will support you and guide you through the planning process to help you prepare for future costs such as school fees and safeguard your family’s future.
Investing for the future
Investing for the future
Every family has different priorities and living costs and these will change depending what stage of life you are at. We can work with you to put together a flexible investment strategy, which can be reviewed and amended regularly, to guarantee you receive your required income throughout your retirement.
Supporting your children
Supporting your children
In the current climate with escalating costs such as mortgage deposits to get on the property ladder and university fees, the bank of mum and dad has never been busier. We will help you ensure you can to support your children while ensuring passing your wealth is as tax efficient as possible.
Getting divorced or separating
Getting divorced or separating
Separating can be a very upsetting and traumatic time and during this time tax is probably your last thought. However, it shouldn’t be ignored or you could be hit with additional tax liabilities. Our specialist advisors can work with you and your legal advisors to help resolve financial issues in matrimonial disputes to make the process as straightforward as possible.
Giving to charity
Giving to charity
Making charitable donations is very personal. In recent years we have seen growing numbers of people wanting to give back and donate more to the causes they care about most. Getting the right advice is really important as efficient giving can be quite complex. We can help you decide the best way to give to help achieve your philanthropic aspirations.
Growing and selling your business
Growing and selling your business
Building and managing your own business can be very difficult and requires hard work and dedication. But when the time comes to sell it is important to have a plan to benefit you as the owner but also one that sets up the business for long-term success. We can advise you on business growth strategy, guide you through the sale and help plan for your future after your business is sold.
Becoming a business angel investor
Becoming a business angel investor
You may be at a point in your life where you have been successful in your own right and acquired some wealth in your life and would like to support other newer businesses in a business angel capacity. We can help you understand what options are available to you and the tax implications of future investments.
Preparing for your retirement
Preparing for your retirement
The transition into retirement is a major life change and can be very complex depending on your circumstances, it can take years of careful planning. We work with you to maximise your income in retirement and ensure you’re giving to the next generation as tax efficiently as possible.
Planning for unexpected events
Planning for unexpected events
No matter how much you plan, life is a journey with unforeseen twists and turns. Whether you unexpectedly come into a windfall of money like winning the lottery or have an unexpected accident that has long-term health implications, we can help you with contingency planning so you are prepared to handle anything that life throws at you.