Switch to Lumin Accountancy

Convinced Lumin can offer you more than your current accountants, but worried that the switch over could be messy? Let us assure you that won’t be the case.

Smooth transitions for every client

We want to ensure that if you make the decision to join us, it’s as little hassle as possible.

Our accountancy-switching process is as straight forward as can be, with all the leg work done by us so all you need to do is relax in the confidence that you’ve made the right decision.

In the end, it’s no harder than switching banks, and that’s just as it should be.

smooth transaction

Communicating with your outgoing accountant

We will contact your current accountant on your behalf and request all of the information we require in an easy format – which can be returned by post or uploaded to our secure portal.

communicate with old accountant

Swift onboarding

We utilise the latest technology to ensure all our processes are efficient, and that makes bringing a new client on board a simple process. You get access to your own online portal that clearly sets out key deadline dates, provides secure document storage, and keeps you aware of your financial status immediately, whenever and however often you want to check.

swift onboarding

Integrating with HMRC

Once on board, we will become your tax agents and will liaise with HMRC on your behalf. We will request the required codes which will be sent in the post, and bring your tax credentials under our control without any unnecessary involvement from you.

integrate with hmrc

Following up with interest

Once your records are all settled in our capable hands, we’ll be in contact to arrange a follow up meeting or call so that we can discuss the next step of your business journey. With Lumin as your accountants, you are working with a partner company as eager for your success as you are. Let us help you improve and grow.


follow up with interest

Request a Callback

Switching to Lumin accountancy is easy, leave your details on the form below and we’ll get in touch to discuss moving you to us.

Need our assistance?

Get in touch with us today to discuss your requirements and how Lumin can help you.

Contact Information

Swansea Office

Suite C, Floor 10
Princess House
Princess Way

Ystradgynlais Office

The Forum Business Centre
3 Brecon Road

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