Your Life Builder
Make confident decisions about your financial future with Your Life Builder, Crowe UK’s tool for planning life milestones, wealth management, retirement and long-term goals.
Tool
Supporting wealth management, retirement planning and major financial decisions, so you can focus on enjoying life
Your financial future is shaped by the decisions you make at every stage of life.
Your Life Builder is Crowe UK's tool, designed to help you explore how major key life decisions could affect your financial future. Whether you're buying or selling a home, starting a family, investing for the future, growing and selling a business, planning for retirement or supporting the next generation, the tool brings together your personal, family and business ambitions; it helps you visualise different scenarios and understand your options and see how today’s choice may influence tomorrow’s outcomes.
Whether you are building wealth, preparing for change or planning for those who matter most, Your Life Builder gives you a clearer picture of what is possible. With greater insight, you can make informed decisions with confidence and spend more time focusing on the life you want to create.
Your Life Builder
Start building your financial future
Use Crowe UK's Your Life Builder to explore different life scenarios, model financial decisions and create a plan tailored to your goals.
Tools
Helping you evaluate opportunities, risks and potential tax liabilities
Alongside Your Life Builder, we offer a range of tools to help you understand the potential tax and financial implications of key decisions.
planning your business finances
Business Cash Extraction Calculator
Compare the net cash position of a sole trader or partnership member with that of a director-shareholder of a limited company.
Crowe UK's calculator assesses the tax implications of different business structures and cash extraction strategies. To explore your options further, our Family and Owner-Managed Businesses specialists can discuss the next steps.
protecting your family's wealth
Inheritance Tax Calculator
Estimate your potential Inheritance Tax (IHT) liability based on your assets and liabilities.
Crowe UK's calculator provides an indication of your exposure, helping you identify opportunities for effective estate and succession planning. Once you've received your estimate, our Tax for Private Clients specialists can discuss the planning options available to help preserve family wealth.
Services
How we can help you
Your Life Builder and our planning calculators can help you understand the potential financial implications of key decisions. For tailored advice, our team of specialists work closely with individuals, families, and family and owner-managed businesses to develop strategies that support their long-term goals, manage tax efficiently and protect wealth for future generations.
Tax for Private Clients
Providing you and your family with specialist assistance across all aspects of tax compliance, planning and wealth preservation.
Tax for Private Clients
Private Wealth
Safeguarding family wealth through succession planning, estate planning and long-term financial strategies to support future generations.
Private Wealth
Family and Owner-Managed Businesses
Empowering business owners to maximise value, manage risk and achieve their growth ambitions.
Family and Owner-Managed Businesses
Outsourcing your finance function gives growing businesses specialist expertise, scalable resources and stronger financial control.
If you are a self-employed individual, the way you need to keep records and reporting obligations is about to change.
Affected individuals should assess their situations and consider restructuring, as existing non-doms will face added complexity and costs in the UK.
Outsourcing your finance function gives growing businesses specialist expertise, scalable resources and stronger financial control.
If you are a self-employed individual, the way you need to keep records and reporting obligations is about to change.
Affected individuals should assess their situations and consider restructuring, as existing non-doms will face added complexity and costs in the UK.
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