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Swift Accountants

Accountants for Expert Inheritance Tax Planning Services

Protect Your Legacy, Secure Your Family's Future

Precision You Can Trust, Success You Can Achieve.

Expert Inheritance Tax Planning Across England & Wales

Think Inheritance Tax Is Inevitable? Discover How Swift Accountants Can Protect Your Family's Legacy

Accountants for Inheritance Tax - Inheritance tax is often described as the tax nobody wants to think about—but everyone fears. Many families mistakenly believe substantial inheritance taxes are inevitable, resigning themselves to losing significant portions of their wealth to HMRC. But imagine a better way—a future where your loved ones inherit everything you’ve worked so hard to achieve. What if the financial legacy you leave behind isn't eroded by tax, but instead fully protected and preserved? At Swift Accountants, we don’t see inheritance tax as unavoidable—we see powerful opportunities to safeguard your wealth, secure your legacy, and ensure your family's financial stability. At Swift Accountants, our inheritance tax specialists help you strategically plan and protect your estate, minimising tax obligations and maximising the wealth passed to your loved ones. Our tailored approach ensures total peace of mind, full compliance, and substantial tax savings. Clear, Tailored Guidance to Protect Your Family’s Wealth - Inheritance Tax (IHT) is complex, frequently misunderstood, and costly if mismanaged. Swift Accountants provides expert guidance, breaking down complexities to deliver clear, personalised solutions designed around your unique circumstances. With our support, you ensure maximum wealth preservation and a seamless transfer to your family. Expert Inheritance Tax Services Include: Comprehensive Estate Planning, IHT Liability Assessment & Reduction, Trust & Estate Management, Lifetime Gift Strategies, Property & Asset Valuation Advice, HMRC Compliance & Reporting, Will Planning & Family Succession Advice.

No Obligation & Expert Support Guaranteed!!!

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Accounting Services for Your Business - It's Free to Enquire

Discover Your Accounting Experts for Your Business

Precision You Can Trust, Success You Can Measure!

At Swift Accountants, we don’t just manage your finances; we pave the way for your success within England & Wales dynamic economic landscape. Specialising in a comprehensive array of tailored accounting and compliance services, our expert team ensures your business not only meets but exceeds financial and regulatory standards. You're More Than Just a Client - At Swift Accountants, we believe that the core of our business is the people we serve. Our mission is not just to ensure your financial well-being and profitability but to nurture a relationship where you feel genuinely valued and supported. Every decision we make, every strategy we implement, is aimed at enhancing both your financial success and your overall satisfaction. Your needs, your goals, and your aspirations are at the heart of everything we do. We tailor our services to match the unique financial landscapes of each client, ensuring that your business strategy aligns not only with your financial objectives but also with your personal values. Our approach is not just about numbers; it’s about creating a partnership where you feel heard, respected, and prioritised.

With Swift Accountants, you're not just planning for success; you're ensuring it!!!

Award-Winning Communication

Every Conversation Matters - Communication isn’t just about sharing information; it's about making sure you're heard and understood. At Swift Accountants, we pride ourselves on our award-winning communication approach. Recognised for excellence across England & Wales, we ensure that every interaction is clear, constructive, and tailored to your needs. Our commitment to outstanding communication means that you’ll always have the latest insights and clearest guidance at your fingertips. Whether it’s explaining complex financial legislation in simple terms or providing regular updates on your financial status, our approach is designed to keep you informed and empowered. With Swift Accountants, experience the confidence that comes from truly exceptional dialogue and support.

What Our Clients Mean to Us

You are Not Just Clients - You are Our Partners in Success. To us, clients are the backbone of our practice. You inspire us to push boundaries, innovate our services, and provide exceptional accounting solutions. Each client in England & Wales is a vital part of our community, and our dedication to your success is unwavering. We view every client relationship as a partnership—a collaboration that goes beyond numbers to build a prosperous future together. This means being there for you at every step, understanding your vision, and aligning our services to help you achieve your goals. At Swift Accountants, your ambitions become our missions. We’re not just invested in your financial success; we’re committed to being a cornerstone of your business’s growth and a champion of your achievements.

Personalised Service with a Human Touch

We pride ourselves on building genuine, lasting relationships with every client. Our dedicated team takes the time to understand your specific needs, providing bespoke advice and support tailored just for you. Experience the difference of a partner who listens, understands, and acts with your best interests at heart.

No Obligation & Expert

Support Guaranteed

Communication Excellence Meets Seamless Financial Management

By Phone - 01244 730 300

WhatsApp - Message Us 24/7

Customer Portal - Access 24/7

Email - Access 24/7

Personal Meeting - Visit Us / We Travel

Web Meetings - Google Meet, Microsoft Team (Any Platform)

Swift Accountants – Where Communication Excellence Meets Seamless Financial Management

Get Your Free Consultation

Accessible Anywhere, Anytime, Whatever You Need

How We Can Help:

Our Comprehensive Services

At Swift Accountants, we offer a wide range of accounting services for businesses in England & Wales, tailored to meet the unique needs of your enterprise. Our comprehensive solutions include:

  • Bookkeeping: Accurate and timely recording of financial transactions to maintain clear financial records.
  • Tax Planning and Preparation: Strategic tax planning to minimise liabilities and ensure compliance with tax laws.
  • Financial Reporting: Detailed financial statements and reports to provide insights into your company’s financial health.
  • Compliance Management: Assistance with meeting all regulatory requirements, including registrations, licences, filings, and annual reporting.
  • Business Consulting: Expert advice on financial strategies, budgeting, and forecasting to support your business growth.
  • Payroll Services: Efficient payroll management to ensure you comply with PAYE and other payroll obligations.
  • Cash Flow Management: Monitoring and managing cash flow to ensure your business remains financially healthy.nt: Monitoring and managing cash flow to ensure your business remains financially healthy.
  • Risk Management: Identifying and mitigating potential risks to protect your business and personal assets.
  • Growth Planning: Strategising for future growth and scalability while maintaining financial stability.
  • Dividend Management: Advising on the best practices for declaring and distributing dividends to maximise shareholder value.
  • Shareholder Relations: Managing relationships with shareholders, including meetings, resolutions, and communications.

Moreover, our services are designed to complement your financial strategies, ensuring a holistic approach to your business management. Our holistic approach ensures that every aspect of your financial management is covered, allowing you to concentrate on what you do best—growing your business.

What is Inheritance Tax?

Inheritance Tax is payable on the value of your estate (property, money, assets) above the £325,000 threshold (2023/24 rate: 40%). Proper planning significantly reduces or eliminates this tax, safeguarding your estate for your heirs.

Assets Potentially Subject to Inheritance Tax: Property and real estate, Savings and investment accounts, Pensions and life insurance policies, Shares and investment portfolios, Business assets and interests, Personal possessions (art, jewellery, vehicles), Overseas properties and assets.

Inheritance Tax Allowances & Reliefs: Swift Accountants ensures full utilisation of all available reliefs: Nil Rate Band (£325,000 per person), Residence Nil Rate Band (£175,000 additional allowance), Spousal & Civil Partner Exemption, Business Property Relief, Agricultural Property Relief.

Proven Strategies to Minimise Your Inheritance Tax Liability

Swift Accountants expertly employs strategies including: Strategic Lifetime Gifting: Carefully timed gifts to family. Utilising Trusts: Efficient asset management for tax reduction. Estate Equalisation: Maximising allowance transfers between spouses. Business & Agricultural Reliefs: Reducing IHT on qualifying assets. Charitable Donations: Reducing the IHT rate through charitable giving. Life Insurance Trusts: Protection to cover potential tax liabilities.

SHAPE YOUR FUTURE

BEYOND NUMBERS, BEYOND EXPECTATIONS

At Swift Accountants, we're not just changing the game; we're creating a new one. Move beyond the outdated image of accountants as mere bean counters and step into a partnership that truly transforms.

Our award-winning approach to communication ensures that we work alongside you, not just for you. Every discussion and strategy is designed to make sure your voice is heard, your needs are met, and your goals are the focus of our efforts, aligning perfectly with your financial and personal aspirations.

Experience a partnership where you are not only prioritised but also deeply respected. At Swift Accountants, it’s about more than just numbers; it’s about nurturing a connection that enriches your business journey. Feel the impact of a partner who listens, understands, and acts with your best interests at heart. Join us and shape a prosperous future that you can truly call your own.

BUILD A LASTING LEGACY

TRANSFORM YOUR VISION INTO REALITY

Imagine starting your business journey with a partner whose sole commitment is your success. At Swift Accountants, we don’t just watch your financial back; we pave the path to your dreams.

With us, it’s not about filing returns or managing books; it’s about crafting a legacy. We’re there, at every turn, with the right tools and insights, turning complexities into stepping stones.

Why?

Secure Your Family’s Future Today—Don't Risk Leaving It Too Late

Get Your Free Consultation

Discover a partnership that values more than just numbers—it values you.

Real Client Testimonials

Discover the 5-Star Difference

You're More Than Just a Client - At Swift Accountants, we believe that the core of our business is the people we serve. Our mission is not just to ensure your financial well-being and profitability but to nurture a relationship where you feel genuinely valued and supported. Every decision we make, every strategy we implement, is aimed at enhancing both your financial success and your overall satisfaction.

Your needs, your goals, and your aspirations are at the heart of everything we do. We tailor our services to match the unique financial landscapes of each client, ensuring that your business strategy aligns not only with your financial objectives but also with your personal values. Our approach is not just about numbers; it’s about creating a partnership where you feel heard, respected, and prioritised.

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 JonesGreat Help
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.Growth Guaranteed
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 GrantAmazing for Sole Traders, So Simple
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 KaraliusConstant Communication
Gemma Karalius
Absolutely recommend Hayley she has been brilliant very professional in her job and very knowledgeable nothing is to much trouble
Tracey WoodsAlways Here To Help
Tracey Woods
Very efficient and friendly service. I’ve used this company for many years. Would definitely recommend.
Simon IthellExpertise You Can Trust
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 BlythenExcellent Service
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 RobertsOutstanding Communication
David Roberts
Working with Swift Accountants has been a game-changer for our retail business. Their expertise and dedication have streamlined our bookkeeping and tax processes, allowing us to concentrate on expanding our operations. Highly recommended!
Sarah K. Business OwnerTransformed Our Financial Management
Sarah K. Business Owner
The team at Swift Accountants is nothing short of exceptional. They handle our payroll and VAT submissions with precision and always provide proactive advice that has significantly improved our financial health. Their personalised approach makes all the difference
James L. FounderExceptional Service and Proactive Advice
James L. Founder
Partnering with Swift Accountants has been one of the best decisions for our consultancy firm. Their strategic tax planning and comprehensive financial reports have enhanced our profitability and ensured we remain compliant with all regulations. Their support is invaluable
Emily R. FreelancerReliable Partners in Our Financial Success
Emily R. Freelancer
I’ve had an outstanding experience with Swift Accountants. Their professionalism, attention to detail, and dedication to providing top-notch service truly set them apart. In particular, Hayley has been absolutely fantastic—knowledgeable, efficient, and always ready to go the extra mile to ensure everything is handled smoothly.
Trevor E.Outstanding Experience
Trevor E.
Rob has been looking after our Accounts for only 6 month but he been amazing, he answers any questions no matter how big or small the issue may be. We were in a bit of a situation and helped and resolve our business structure for it to work properly, Very organised and professional to. 100% recommend. In particular, Hayley has been absolutely fantastic—knowledgeable, efficient, and always ready to go the extra mile to ensure everything is handled smoothly.
Bryony Allman100% Recommend
Bryony Allman
Their professionalism, attention to detail, and dedication to client satisfaction truly set them apart. If you’re looking for a trustworthy accountant who genuinely cares about your needs, Swift Accountants is the right choice. Thank you, Gemma and Rob!In particular, Hayley has been absolutely fantastic—knowledgeable, efficient, and always ready to go the extra mile to ensure everything is handled smoothly.
Jovone RainfordProfessionalism, Attention to Detail
Jovone Rainford

Trusted by 395+ Companies

Fuel Your Research – Transform Tax into Investment

Experience the Difference

with Swift Accountants

Choosing Swift Accountants means partnering with a team dedicated to your success. Here’s what sets us apart:

  • Tailored Expertise: Deep knowledge specifically in inheritance tax planning.
  • Total Clarity: Transparent advice, simple explanations.
  • Real Results: Proven record of dramatically reducing clients' inheritance tax burdens.
  • Personalised Service: We take the time to understand your unique business needs and tailor our services accordingly.
  • Proactive Approach: Our team anticipates potential challenges and provides solutions before issues arise.
  • Transparent Communication: We maintain open lines of communication, ensuring you are always informed about your financial status.
  • Cutting-Edge Technology: Utilising the latest accounting software and tools to provide efficient and accurate services.
  • Continuous Support: Ongoing support and guidance to help your business navigate through different growth stages.
  • Industry Expertise: Our knowledge spans various industries, allowing us to offer relevant insights and solutions for your specific sector.

Experience a seamless and supportive financial partnership with Swift Accountants, where your business goals are our top priority.

Experience Excellence in Every Interaction

Get Your Free Consultation

No Obligation & Expert Support Guaranteed

Benefits of Choosing

Swift Accountants

Maintaining compliance and understanding regulatory responsibilities offer numerous benefits to your England or Wales-based business, including:

  • Avoiding Legal Penalties: Ensuring all filings and reports are submitted accurately and on time to prevent fines and legal issues.
  • Building Credibility: Demonstrating a commitment to ethical practices enhances your business reputation among clients, partners, and investors.
  • Financial Health: Proper compliance aids in accurate financial reporting, supporting better decision-making and financial planning.
  • Operational Efficiency: Streamlined compliance processes reduce administrative burdens, allowing you to focus on core business activities.
  • Tax Efficiency: Strategic tax planning ensures you maximise allowable deductions and minimise liabilities.
  • Investor Confidence: Transparent and compliant financial practices attract investors and facilitate funding opportunities.
  • Peace of Mind: Knowing that your business adheres to all regulations provides peace of mind, enabling you to concentrate on growth and innovation.
  • Strategic Growth: Leveraging compliance as a strategic advantage can drive growth and sustainability, ensuring your business thrives in the long term.

At Swift Accountants, we ensure that your business not only meets all regulatory requirements but also uses compliance to its fullest potential, fostering long-term success and stability.

Free Enquiries, Priceless Results – Let’s Change Your Business Together

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Why Choose

Swift Accountants

There are countless accounting firms to choose from, but Swift Accountants stands out for several reasons:

  • Experienced Professionals: Our team comprises certified and experienced accountants with a deep understanding of various industries.
  • Customised Solutions: We provide services specifically designed to meet the individual needs of your business.
  • Proven Track Record: A history of successful partnerships with businesses.
  • Comprehensive Support: From initial setup to ongoing financial management, we offer end-to-end support.
  • Affordable Pricing: Competitive pricing models that deliver excellent value without compromising on quality.
  • Client-Centric Approach: Your satisfaction and business success are at the heart of everything we do.

Choose Swift Accountants for reliable, expert financial services that empower your business to thrive.

One Click to Financial Freedom - Discover How We Can Transform Your Life

Get Your Free Consultation

No Obligation & Expert Support Guaranteed

Our Approach

At Swift Accountants, our approach is built on a foundation of collaboration, expertise, and dedication. We believe in working closely with our clients to understand their unique challenges and opportunities.

  • Initial Consultation: We begin by conducting a thorough consultation to assess your business needs, financial status, and long-term goals.
  • Customised Planning: Based on the initial assessment, we develop a tailored financial plan that addresses your specific requirements and objectives.
  • Implementation: Our team implements the financial strategies, setting up accounting systems, managing compliance, optimising your tax position, and streamlining your financial processes.
  • Ongoing Support: We provide continuous support and regular reviews to ensure your business remains on track and adapts to any changes in the financial landscape.
  • Strategic Growth: As your business grows, we offer strategic advice and financial insights to help you scale efficiently and sustainably.

This structured approach ensures that every aspect of your financial management is handled with precision and care, fostering a strong foundation for your business’s success.

Strategic Partnerships for Lasting Success

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Advanced Accountancy Solutions, Unbeatable Rates

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.
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.
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.
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.
Step 4

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.
Read More

Selling Your Business

Achieve the best possible outcome with our support in: Market Positioning, Buyer Identification, Deal Negotiation, Transaction Management.
Read More

We Care, You Prosper

Frequently Asked Questions

Clear Answers, Confident Decisions

FAQs - Frequently Asked Questions

  • 1. At what point should I start planning for inheritance tax?
    It's never too early to start planning. Early preparation allows you to implement strategies over time, maximising potential tax savings and ensuring your estate is structured efficiently.
  • 2. Can I completely avoid paying inheritance tax?
    While it's challenging to eliminate IHT entirely, effective planning can significantly reduce your liabilities. We help you utilise allowances, reliefs, and exemptions to minimise the tax payable.
  • 3. How do gifts affect my inheritance tax liabilities?
    Gifts made during your lifetime can reduce the value of your estate, potentially lowering IHT. However, rules apply regarding timing and amounts. We can guide you through the specifics to ensure compliance.
  • 4. What is the residence nil-rate band?
    The residence nil-rate band is an additional allowance available when passing your primary residence to direct descendants. This can increase the total tax-free threshold of your estate.
  • 5. How often should I review my inheritance tax plan?
    We recommend reviewing your plan annually or whenever significant life events occur, such as marriage, divorce, birth of a child, or changes in legislation.
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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:

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Personal Accountant Services

Capital Gains Tax

Income Tax

Inheritance Tax Planning

Self Assessment Tax Returns

Tax Planning

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VAT Return Filing

Who We Help

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Telford

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Whitchurch

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