Get an instant online quote

Personal Tax Accountants

At Lumbview Accounts, we’re experienced in all aspects of personal tax, from filing tax returns to inheritance tax, property tax, and even tax investigations.

If you’re looking for help with any of your personal taxes, contact our friendly team of professionals today for a quote.

Why Do I Need An Accountant For Personal Tax?

As a team of experienced accountants, we can help you accurately file tax returns on time and advise of any other allowances that you may be eligible for.

It is not a requirement to seek professional help when completing your self-assessment tax return, but it can be quite complex if you do not have experience in doing this.

Failure to accurately complete your tax return could result in you making either an underpayment or overpayment.

Our Personal Tax Services

We offer many personal tax services, including:

  • Inheritance tax – You would be taxed on any part of the estate above your threshold. The standard UK Inheritance Tax Rate is 40%.
  • Property Tax – You will have to pay Stamp Duty Land Tax when buying a residential property over a certain amount. We can help calculate this for you.
  • Moving to or from the UK – Emigrating to or from the UK means you will have to understand your tax position in your new country of residence.
  • Domicile – If your main residence is outside the UK, you may not have to pay tax on foreign income.
  • Entrepreneurs and owner-managed businesses – If you are getting in or out of business, we are positioned to advise on your tax position.
  • Family matters – Family circumstances can change; with that, your tax status may also change. We will advise you of any changes to your current position or potential changes in the future, such as information on things like marriage allowance.
  • Tax investigations – We will be able to assist you during any HMRC enquiry, helping to give you peace of mind during what can be a stressful time.
  • Tax compliance services – Self-assessment of tax returns can be complicated and stressful. We will help you accurately complete your returns on time.
Small business owner going through receipts

The Benefits of Choosing Our Personal Tax Advisors

The benefits of using us to help with your personal tax affairs include:

  • Accuracy – We can provide accurate work, ensuring all figures are correct before passing them on to the HMRC. This will help to avoid any penalties you may receive for incorrectly filed returns.
  • Avoiding future issues – Ensuring complications do not occur due to missed or incorrect information will let you get on with your work, safe in the knowledge that you won’t hear back regarding a mistake or omission.
  • Avoid fines – Fines can be issued if forms are inaccurately filled out or filed late. Our services make sure that everything is done correctly and on time.
  • Saving time – It can be very time-consuming for companies to pore over documents, ensuring everything is as it should be. Our experts can take that burned off your hands and give you peace of mind.
Business owner

Take the Worry Out of Your Income Tax Estimate and Capital Gains Tax

We understand how stressful completing your self-assessment tax return can be. We use our experience to help give you peace of mind, safe knowing that we will accurately complete your tax returns on time.

We are always available to contact if you have any queries about your taxes and will keep you informed as we carry out the work.

Contact Us Today For A Professional And Affordable Approach To Your Personal Tax

It’s easy to contact us – you can call us on 0161 793 9737 or fill out our contact form here. If you’re local to Manchester, you can even come in and speak to us face to face in our Swinton office. We have a private car park and are accessible by public transport.

Our team can expertly guide you through all the facets of personal tax at a great price. Let us take care of your tax, so you can focus on the things that really matter.

Get in touch
Young business owner

Personal Tax Service FAQs

What is a personal tax accountant?

A personal tax accountant takes care of all personal tax matters. Our accountants are experienced in all aspects of personal tax matters.

We can offer you accurate and professional service that can give you peace of mind knowing that you won’t have to worry about potential fines or investigations from inaccurate information provided to the HMRC.

Do I have to have an accountant to manage my personal tax?

Individuals can do this themselves, but it can be very complicated and stressful. Our personal tax team can offer you the security of having experienced experts accurately take care of all tax reporting obligations.

An inaccurate assessment return can result in fines or HMRC enquiries. Making sure all details provided are correct for our clients is a crucial part of our daily work.

Can you help me to understand my personal tax obligations better?

As well as being able to take the worry and time-consuming work off your hands, we also want to advise you of key areas that can help you in the future.

We’ll advise of any tax credits you may be eligible for and ensure your tax code is correct. We can also take you through anything you do not understand about your personal tax account.

A personal tax account is an online system launched by the HMRC that lets you view or make changes to your information online. By setting this up, you will be able to:

  • Check your tax code
  • Check your income tax estimate
  • Claim a tax refund
  • Check your income for the previous 5 years
  • Check your income tax for the previous 5 years
  • Check tax credits
  • Check your marriage allowance
  • Track tax forms that have been submitted online
  • Find your National Insurance Number

If you do not already have a personal tax account set up, we will talk you through the steps necessary to do this.