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What is a personal tax account?​

Easily manage your taxes with a Personal Tax Account. Access your tax information online, make updates anytime, and take control of your finances. A Personal Tax Account UK is a secure online service provided by HM Revenue and Customs (HMRC) that allows individuals to manage their tax affairs conveniently.

The benefits of having a Personal Tax Account include increased control over your finances, quicker processing of tax refunds, and reduced reliance on HMRC's often busy helplines. To set up an account, you need your National Insurance number and some personal identification documents.

What we do?

At PHS Company, we offer personalised tax planning services designed just for you. Our expert team of Personal Tax Accountants is here to help you understand your tax responsibilities and grab opportunities.

Maximise Savings.

Complete Approach

Informed Decisions

Effective strategies

Why use personal tax planning

Save more with tax planning

Effective tax planning helps you take advantage of allowances and deductions, ensuring you keep more of your earnings.

Customised strategies just for You

Everyone's financial situation is unique. Our personalised advice ensures your tax plan fits your specific needs perfectly.

Secure your future

Smart tax planning not only tackles your current responsibility but also sets you up for future financial success.

Customised personal tax planning services just for you

Smooth your income tax management

Our Income Tax Management service is designed to increase your understanding of your tax position and uncover savings. We analyse your income sources, salary, bonuses, and investments

  • Maximise Allowances
  • Tax-Efficient Strategies
  • Personalised Planning

Capital gains tax with expert advice

Navigating Capital Gains Tax (CGT) can be challenging, especially when selling assets like property or investments. Our CGT Advice Service is here to help you minimise your tax liabilities with effective strategies customised to your needs.

Our expert advisors will guide you through the complexities of CGT legislation, ensuring you are aware of all available reliefs and exemptions. We can assist with strategic planning to time your asset sales effectively, helping you take advantage of allowances and minimise your tax exposure.

Understanding Capital Gains Tax can significantly impact your financial outcomes when selling assets. We help you time your asset sales effectively to maximise allowances and minimise tax exposure. This could involve planning sales around significant life events or changes in income that affect your tax bracket.

Smart inheritance tax (iht) planning

Inheritance Tax can take a big part of the wealth you leave for your heirs. Our IHT Planning service is designed to minimise these potential liabilities with effective, customised strategies for your property.

  • Asset evaluation
  • Trusts and exemptions
  • Future generations

Capital trusts and estate

Setting up trusts is a smart way to manage and protect your assets for future generations. Our Trusts and Estates service offers expert guidance in creating customised trusts that align with your financial goals.

Different types of trusts can help minimise tax liabilities, such as inheritance tax. Trusts give you the power to set specific conditions on how and when beneficiaries receive their inheritance. By setting up a trust, you take a proactive step toward protecting your family's financial future and ensuring that your wishes are fulfilled long after you're gone.

With our professional guidance, you can rest assured that your estate plan is compliant with legal requirements and optimised for tax efficiency. We help you secure your legacy while minimising potential liabilities for your heirs.

Smooth your tax compliance with our expert support

Our compliance Support service is here to help. We ensure your tax returns are prepared and filed accurately and on time, keeping you clear of penalties from HMRC.

  • Stay Updated
  • Maximise Savings
  • Complete Care

Online personal tax account​

“Our law consulting team comprises seasoned legal professionals with a track record of success across various industries and legal domains. You can trust in our expertise and dedication to achieving the best possible outcomes for you.”

How to set up a personal tax account online​?

To set up your Personal Tax Account online with HMRC, follow these simple steps:

  • Gather your documents
  • Visit HMRC's website
  • Create your government gateway account
  • Verify your email
  • Enter your details
  • Receive your government gateway ID
  • Choose account type
  • Set up security measures
  • Verify your identity
  • Start using your accountc

How to Find a Good Accountant for Personal Taxes

At PHS, we specialise in personalised tax planning services customised to your unique financial needs. Here’s why you should choose us:

Expert Guidance
Complete Approach
Future Planning
Compliance Support

Where to Find Your UTR in Your Personal Tax Account

We make Personal tax management easy and efficient:

  • Log In: Access your Personal Tax Account on the HMRC website.
  • Navigate to Your Details: Once logged in, go to the “Your Account” section.
  • Marginal Relief: Applies to profits between £50,000 and £250,000, offering a gradual increase in tax rate.
  • Find Your UTR: Your UTR will be displayed alongside your personal information.

With our personalised tax planning services, we help you understand your tax responsibilities and opportunities

Reach us today.

If you want to take your accounting work to the next level, then reach us today without wasting time.

Gives us a Call

0208 8611685

Send me Mail

info@phs-uk.co.uk

Frequently asked questions

A Personal Tax Account is a secure online platform provided by HMRC that allows individuals to manage and update their tax information anytime, making it easier to handle tax responsibilities and access important financial details.

To register for a Personal Tax Account, visit the HMRC website, create a Government Gateway ID, provide your personal details, and follow the process to complete the setup process.

We offer a range of services including personalised tax planning, income tax management, capital gains tax advice, inheritance tax planning, and compliance support.

A personal tax advisor will analyse your financial situation, including income sources and investments, to create a customised tax strategy. By effectively using allowances and reliefs, we ensure that you pay only what is necessary.

Getting started with personal tax planning is easy. Simply reach out to our team at We’ll assess your financial situation and discuss your goals to develop a customised plan that addresses current liabilities and prepares you for future needs.

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PHS Associates Acc & Co is led by a skilled team with expertise in Accounting, Taxation, Payroll, Business consultancy, and Company secretarial services.

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Company number - 08670151