Dale Swift

Background

About Dale Swift

I’m a Chartered Tax Adviser (CTA) and Fellow of the ACCA with over 20 years’ experience advising business owners and SMEs across a wide range of sectors. My expertise spans strategic tax planning, business structuring, and commercial advisory—helping clients grow their businesses, maximise value, and prepare for successful exits. Over the course of my career, I’ve worked closely with clients on matters including share schemes (EMI, EIS/SEIS), demergers, company reorganisations, and management buyouts. I take a proactive and practical approach, combining deep technical knowledge with a commercial mindset to deliver tailored solutions that align with clients’ goals. Alongside technical advisory work, I’ve played a key role in business development, client relationship management, and mentoring teams—always with a focus on delivering high-quality, responsive service. Whether advising on tax-efficient growth, succession planning, or business sales, I’m committed to helping clients make confident, informed decisions at every stage of their journey.