47,500+ Filed Self Assessment Tax Return

220+ Grown Businesses

25+ Years Of Experience

Swift Accountants

Expert Personal Tax Planning Services in the UK

Maximise Your Wealth with Tailored Tax Strategies Designed Just for You

Experience the difference that expert corporate accounting services can make. Let's work together to achieve your business goals.

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Navigating the Tax Landscape Made Easy

Tax planning can often feel like navigating a minefield. At Swift Accountants, we are committed to simplifying the complexities of personal tax planning.

Our expert tax advisers provide the support, advice, and guidance you need to keep more of what you earn.

We tailor our strategies to your unique financial situation, ensuring you take full advantage of all available allowances and reliefs.

By staying up-to-date with the latest tax laws and regulations, we help you avoid potential pitfalls and make informed decisions about your finances.

Our Expert Personal Tax Planning Accounting Services

Experience the difference of working with a tax planning team dedicated to maximising your wealth and simplifying the complex. Swift Accountants is here to help you secure a prosperous financial future.

At Swift Accountants, we combine expertise, dedication, and a client-centred approach to deliver top-notch personal tax planning services. Our commitment to excellence ensures that you receive the support you need to navigate complex tax matters confidently.

Self-Assessment Tax Returns

Accurate Preparation: Complete and file returns promptly to HMRC. Expense Claims: Identify allowable expenses to reduce tax payable. Compliance Assurance: Avoid penalties by ensuring all obligations are met.

Pension and Retirement Planning

Pension Contributions: Maximise tax relief on pension savings. Retirement Income Planning: Create strategies for a tax-efficient retirement income. State Pension Guidance: Help you understand your entitlements.

Tax-Efficient Investments

Individual Savings Accounts (ISAs): Advice on maximising ISA allowances. Enterprise Investment Schemes (EIS): Explore investments that offer tax reliefs. Venture Capital Trusts (VCTs): Assess suitability for your investment portfolio.

Capital Gains Tax (CGT) Advice

Asset Disposal Planning: Plan the timing and method of disposing assets to minimise CGT. Utilise Allowances: Ensure you make full use of annual exemptions. Property Transactions: Specialised advice on selling second homes or investment properties.

Income Tax Planning

Tax Liability Reduction: Identify deductions and allowances to lower your taxable income. Salary Sacrifice Schemes: Explore options to maximise take-home pay. Dividend Strategies: Advise on tax-efficient dividend distributions for company directors.

Payroll and National Insurance Contributions (NIC)

PAYE Management: Handle payroll processing for accurate employee payments. NIC Planning: Advise on strategies to minimise NIC liabilities. Real-Time Information (RTI): Ensure timely submissions to HMRC.

Inheritance Tax (IHT) Mitigation

Estate Planning: Structure your estate to reduce IHT liabilities. Gifting Strategies: Advise on lifetime gifts and their tax implications. Trust Formation: Set up trusts to protect assets and control how they are passed on.

Benefits in Kind and Company Car Tax

Optimise Benefits: Advise on tax-efficient benefits packages. Company Car Planning: Guidance on choosing tax-friendly vehicles. Mileage Allowance Rates: Ensure accurate claims for business travel.

International Tax Planning

Non-Residency Status: Advise on tax implications if you work abroad. Foreign Income Reporting: Ensure compliance with UK tax laws on overseas income. Double Taxation Relief: Help you avoid being taxed twice on the same income.

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Experience the difference of working with a firm that puts your financial well-being first. Let's build a prosperous future together.

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Why Choose Swift Accountants for Personal Tax Planning?

1. Expert Chartered Tax Advisers

Our team consists of highly qualified and experienced chartered tax advisers who:

  • Stay Up-to-Date: Continuously update their knowledge on the latest tax laws and regulations.
  • Provide Bespoke Advice: Tailor strategies to your unique financial situation.
  • Ensure Compliance: Maintain strict adherence to HM Revenue & Customs (HMRC) guidelines.

2. Comprehensive Tax Planning Services

We offer a wide range of services to cover all aspects of personal tax planning:

  • Income Tax Planning: Strategies to reduce your liability and optimise your tax position.
  • Capital Gains Tax Advice: Guidance on minimising tax when selling assets.
  • Inheritance Tax Mitigation: Protect your estate for future generations.
  • Pension and Retirement Planning: Secure your financial future with effective planning.
  • Tax-Efficient Investments: Identify opportunities that offer tax benefits.

3. Tailored Strategies for Diverse Clients

We develop personalised strategies to suit your specific needs and goals. Whether you are:

  • An Employer or Employee
  • A Higher-Rate Earner
  • A Self-Employed Professional
  • A Married Couple or Civil Partners

4. Holistic Financial Planning

Beyond tax planning, we offer:

  • Wealth Management: Collaborate with our in-house wealth planners.
  • Financial Advice: Access to comprehensive financial services under one roof.
    • Payroll Services: Handling PAYE and NIC requirements accurately and on time.

5. Maximise Tax Efficiencies

Our mission is to help you benefit from all available allowances, benefits, and reliefs, ensuring you don't miss out on opportunities to reduce your tax burden.

6. Simplify the Complexities

We cut through the jargon of personal tax planning by:

  • Clear Communication: Explaining strategies in plain English.
  • Accessible Advisers: Always available to answer your questions.
  • Educational Approach: Empowering you with knowledge to make informed decisions.

7. Proven Track Record

Our clients trust us to deliver results:

  • Client Satisfaction: High retention rates due to exceptional service.
  • Positive Outcomes: Successfully helped numerous clients save on taxes.
  • Professional Recognition: Esteemed reputation in the accounting industry.

8. Ethical and Transparent Practices

We uphold the highest standards of integrity:

  • Honest Advice: Recommendations based solely on your best interests.
  • Transparent Fees: No hidden costs, with clear explanations of our charges.
  • Confidentiality Assured: Your financial information is handled with utmost discretion.

9. Nationwide Service

Serving clients across the UK:

  • Local Knowledge: Understanding regional tax nuances.
  • Flexible Meetings: Options for in-person, phone, or virtual consultations.
  • Accessibility: Easily reachable via multiple communication channels.
  • We Listen - Your goals, concerns, and unique business needs are our top priority, and we start by understanding your vision, so we can guide you in the right direction.
  • We Understand – With years of experience and a deep commitment to helping clients succeed, we understand the challenges you face and know how to navigate them effectively.
  • We Deliver – Swift solutions tailored to you. Every interaction brings you closer to tax relief, financial clarity, and peace of mind.
  • UK-Based Chartered Accountants - Our team comprises fully qualified and experienced chartered accountants based in the UK. We have an in-depth understanding of HM Revenue & Customs (HMRC) regulations and the UK tax system, ensuring you receive accurate and compliant advice.
  • Personalised Approach - We recognise that every client is unique. Our personalised services are designed to meet your specific needs, providing bespoke solutions that maximise your financial benefits.
  • Decades of Experience - With decades of combined experience, our accountants have the expertise to navigate even the most complex tax situations, offering you peace of mind.
  • Up-to-Date Knowledge - We stay current with the latest tax laws, legislation changes, and industry best practices to provide you with the most relevant and effective advice.
  • Transparent Pricing - Enjoy competitive and transparent pricing with no hidden fees. Know exactly what you're paying for with our clear and straightforward pricing structure.
  • Cutting-Edge Online Portal - Manage your tax affairs conveniently through our secure online portal. Access your financial information anytime, anywhere.
  • Exceptional Client Satisfaction - Our commitment to excellence is reflected in our 98.7% client retention rate. We build lasting relationships based on trust and outstanding service.
  • Convenient Online Tax Management - With our personal accounting services, you can bring together all of your tax information in one secure online portal. This system allows you to: Register, File, and Pay Taxes Online: Handle all your tax-related tasks quickly and efficiently. Update Tax Information Anytime: Make changes as your circumstances evolve. Access Anywhere, Anytime: Manage your tax affairs at your convenience, 24/7.

Ready to Take the Next Step?

Choosing Swift Accountants means choosing a partner dedicated to your success. Let's work together to make your journey smoother and more profitable.

Contact Us Today for a Free Consultation

Need more help?
Take Your First Step to Financial Freedom—Book Now! It costs nothing to enquire, and in just seconds, you’re on your way to achieving new heights with Swift Accountants. We’re not just an accountancy company; we’re your financial partner. Join the hundreds of businesses that have already soared with us—where we don’t just promise results, we deliver them!
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Client Testimonials

All the team at swift accountants are work tirelessly to help. Hayley especially has been excellent in clearing a tax misshap we experienced. We highly recommend swift accountants. 5 STARS 🌟 🌟🌟🌟🌟
Keith Jones
Keith Jones
I have been using swift accounts for a few years now, they have been brilliant in assisting me as my business is slowly growing with expert advice, would highly recommend.
Jak K.
Jak K.
First year of being self employed and Swift Accountants have been fantastic with me. They have been so helpful and have made the process very simple! Highly recommended!
Olivia Grant
Olivia Grant
Gemma was really helpful and informative. She always took the time to ensure I knew what the process was and guided us through everything we needed.
Gemma Karalius
Gemma Karalius
Absolutely recommend Hayley she has been brilliant very professional in her job and very knowledgeable nothing is to much trouble
Tracey Woods
Tracey Woods
Very efficient and friendly service. I’ve used this company for many years. Would definitely recommend.
Simon Ithell
Simon Ithell
We have always had good support from Swift Accountants and would highly recommend them especially impressed with Gemma and Hayley. Thank you and keep up the excellent service.
Carl Blythen
Carl Blythen
So pleased with Rob and his team at Swift accountants always helpful and professional very prompt service either by phone or email We know we can trust them with all our Tax affairs
David Roberts
David Roberts
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Our Proven Process: Partnering for Your Success

At Swift Accountants, we believe that a strong partnership begins with a clear and transparent process. Our goal is to make your experience seamless, reassuring, and results-driven. Here's how we work with you to deliver exceptional accounting services that empower your business.

Initial Consultation

We start by getting to know you and your business intimately. Discovering Your Vision And Identifying Opportunities. Our team analyses your current financial situation to uncover areas where we can add significant value.
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Direction Arrows
Step 1

Customised Proposal and Egagement

Based on our initial consultation, we develop a bespoke package of services that align perfectly with your needs. We believe in honesty and clarity when it comes to fees. We finalise our agreement to begin our journey together.
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Direction Arrows
Step 2

Seamless Onboarding and Setup

We handle the heavy lifting to get everything set up quickly and accurately. Integrate your financial data into our advanced accounting platforms. We introduce you to the professionals who will be working closely with you.
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Direction Arrows
Step 3

Ongoing Support and Proactive Communication

We schedule consistent updates to keep you informed and ahead of the curve. Our experts don't wait for issues to arise—we anticipate them. We're always here when you need us.
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Step 4

Ready to Transform Your Business Financially?

At Swift Accountants, our streamlined process is designed with one goal in mind: your success. We're more than just accountants—we're your strategic partners committed to helping you achieve your business objectives.

Imagine the impact of having expert financial guidance tailored specifically to your needs.

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How We Can Support Your Business

Starting a Business

Embarking on a new venture is both exciting and daunting. We assist entrepreneurs in: Business Planning, Legal Structure Advice, Regulatory Compliance, Financial Setup.
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Acquiring a Business

Purchasing an existing business can accelerate your entrepreneurial journey. We help you with: Due Diligence, Valuation Services, Negotiation Support, Integration Planning.
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Growing Your Business

Scaling your business requires strategic planning and effective execution. Our expertise includes: Strategic Growth Planning, Financial Management, Raising Capital, International Expansion.
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Succession Planning

Preparing for the future leadership of your company is crucial. We offer: Leadership Development, Ownership Transition, Tax-Efficient Strategies, Business Valuation.
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Exiting a Business

When it's time to move on, we guide you through: Exit Strategy Development, Financial Planning, Legal Compliance, Emotional Support.
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Selling Your Business

Achieve the best possible outcome with our support in: Market Positioning, Buyer Identification, Deal Negotiation, Transaction Management.
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"We Care, You Prosper"

Frequently Asked Questions

FAQs - Frequently Asked Questions

  • 1. Why is personal tax planning important?
    Personal tax planning helps you minimise your tax liabilities legally, ensuring you retain more of your earnings. It involves strategising to take full advantage of tax allowances, reliefs, and efficient financial structuring.
  • 2. Can you help if I am self-employed?
    Absolutely. We offer specialised services for self-employed individuals, including income optimisation, expense deduction strategies, and National Insurance planning.
  • 3. How do you stay updated on tax law changes?
    Our advisers engage in continuous professional development, attending training and staying informed through HMRC updates, professional bodies, and industry publications.
  • 4. What if I have multiple income sources?
    We can handle complex financial situations, ensuring all income streams are efficiently managed and compliant with tax regulations.
  • 5. How much do your services cost?
    Our fees are transparent and competitive. After an initial consultation, we'll provide a detailed quote based on the services you require.
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Where You can Find Us:

Chester Office

3 Chowley Court,
Chowley Oak
Tattenhall,
CH3 9GA

Warrington Office

The Brew House,
Greenall's Avenue,
Warrington,
WA4 6HL

Contact Us:

  • WhatsApp
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Personal Accountant Services

Capital Gains Tax

Income Tax

Inheritance Tax Planning

Self Assessment Tax Returns

Tax Planning

Corporate Accountant Services

Accounts Auditing

Accounting Compliance

HMRC Audits

Payroll

VAT Return Filing

Who We Work With

Sole Traders

Limited Companies

Locations

Chester

Crewe

Warrington

Whitchurch

Wrexham and more

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© 2024 Swift Accountants is the trading name of R J Accountants Limited. Registered number 11170924

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