Is there a cancellation fee with S&W?

There is no flat cancellation fee. For the Digital Tax Returns product, if you cancelled within 14 days but asked S&W to start work during that window, you owe a pro-rata amount for work already performed. For bespoke accountancy or audit engagements, fees are charged for time and work-in-progress up to the date you give written notice, read your engagement letter for any notice period.

What's the difference between S&W and Evelyn Partners now?

S&W is the rebranded professional services (accountancy and advisory) business that was formerly part of Evelyn Partners until early 2025. Apax Funds acquired it and the two firms have operated as independent businesses since 31 March 2025. Evelyn Partners is now a pure-play wealth manager; S&W handles tax, audit, restructuring and advisory. Cancellation requests should go to S&W, not Evelyn.

How do I cancel an audit or tax engagement with S&W?

Write to your S&W engagement partner stating you wish to terminate the engagement, the effective date, and where you want your records sent. Reference the termination clause in your signed engagement letter. S&W will issue a final fee note for work performed up to that date. If you're moving to a new accountant, they'll send a professional clearance letter that S&W must respond to under ICAEW rules.

What if S&W ignores my cancellation request?

Escalate under S&W's published complaints process: write to the Head of Legal at 45 Gresham Street, London EC2V 7BG, or call 020 7131 4000. S&W states it is committed to dealing with complaints fairly, promptly and objectively. If the matter involves insolvency work, you can refer the complaint to the Insolvency Complaints Gateway (ip.complaints@insolvency.gov.uk). For other accountancy work, the ICAEW operates the relevant professional complaints route.

Will I lose access to my tax data if I cancel?

For Digital Tax Returns, S&W's terms note that support for any given tax year ends 9 months after the end of that tax year regardless of subscription status. Download or export your filings and supporting workings before you cancel. For bespoke accountancy engagements, ask your partner in your termination email to confirm how working papers and source documents will be returned, this is standard professional practice.

Can I pause instead of cancel?

S&W does not advertise a formal pause option for Digital Tax Returns or accountancy engagements. If you're between filing years, the simplest route is to give written notice to end the current engagement and re-engage when needed, most clients are taken back on with a fresh engagement letter. For ongoing advisory work, ask your partner about scope reduction rather than a pause.

Does S&W have an app or online portal I cancel through?

There is no self-service cancel button. Client interactions happen through the S&W client login portal, but cancellation of Digital Tax Returns must be done by emailing digitaltax@swgroup.com per their terms. For broader engagements, contact your partner directly or call the main switchboard on 0204 617 5500 and ask to be put through.

Why am I still being charged after cancelling S&W?

Usually one of three things: the cancellation never completed (no written confirmation), the subscription bills through Apple or Google and must be cancelled there, or a minimum term is still running. Charges continuing after a confirmed cancellation can be disputed with your bank as a chargeback.

How do I delete my S&W account?

Cancel the subscription first, then request account deletion in settings or by email. If there is no self-serve option, email a written erasure request citing the applicable data-protection law; most companies complete erasure within about 30 days.

How to Cancel S&W Digital Tax Returns in 14 Days.

Q: Does S&W charge a cancellation fee?

Rolling monthly plans end at the period already paid for with nothing extra to pay. Fixed minimum-term plans can carry an early-exit charge until the term ends, check your signup terms for a minimum-term end date.

Here's the fastest way to cancel S&W and what to expect.

Last verified 15 Jun 2026 · data refreshes daily · sources: homepage, contact, web-search

The fastest way

To cancel S&W's Digital Tax Returns subscription, email digitaltax@swgroup.com within 14 days of sign-up with the subject 'Cancellation of Digital Tax Returns contract, [your name]' to claim a full refund. For wider accountancy engagements, write to your partner contact citing the termination clause in your engagement letter; the switchboard is 0204 617 5500.

Or let yoink do it for you.

30 seconds. AI emails S&W, handles retention, chases the refund. You approve once, then sleep.

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The 4-step cancellation

Email the verified address
digitaltax@swgroup.com, yoink-verified working email for S&W (confirmed by tracked cancellations).
Use a precise subject
Subject: Cancellation Request, [your account email]

Send this template

Hi S&W team,

I'm writing to cancel the subscription on my account, [your account email].

Please treat this as formal notice of cancellation, effective from the end of the current billing period. Under the Consumer Contracts Regulations 2013, I'm entitled to cancel this contract by notice through the same channel it was formed in.

Please confirm by reply that the subscription has been cancelled and that no further charges will be taken.

If your policy allows it, I'd also appreciate a pro-rata refund for the unused portion of the current period.

Best,
[your name]

Wait for confirmation
Wait 24 hours. If there's no response, send a polite one-line follow-up referencing the original request.

S&W plans you can cancel

Digital Tax Returns subscription
Cancel by emailing digitaltax@swgroup.com with a clear statement before the 14-day window expires.
Accountancy & advisory engagement (audit, tax, advisory, outsourcing)
Governed by the engagement letter and S&W's terms of business. Notify your engagement partner in writing; notice periods and work-in-progress fees apply.

S&W’s refund policy

The Digital Tax Returns product gives consumers a 14-day right to cancel and receive a full refund via the original payment method. If you asked S&W to start work during that window, you owe a pro-rata amount for what was already done. For bespoke accountancy/audit/tax engagements there is no automatic refund, termination is governed by the engagement letter, and S&W invoices for time spent up to the cancellation date. Complaints about fees can be escalated to the Head of Legal at 45 Gresham Street.

“To exercise the right to cancel, you must inform digitaltax@swgroup.com of your decision to cancel this contract by a clear statement (e.g. a letter sent by post or e-mail). If you cancel this contract, we will reimburse to you all payments received from you. The reimbursement will be made without undue delay, and not later than 14 days after the day on which we are informed about your decision to cancel this contract.”
, S&W terms

14-day cancellation windowPro-rata refund: yes

Asking specifically for money back, not just a cancellation? See the dedicated S&W refund guide , same data, but framed around the policy + escalation paths.

Does S&W charge a cancellation fee?

S&W’s terms mention conditions worth checking before you cancel, see the plan notes and policy quote above for the specifics we found. In general: rolling monthly plans end at the period you’ve already paid for with nothing extra to pay, while minimum-term or contract plans can carry an early-exit charge until the term ends. If you signed up online within the last 14 days, the Consumer Contracts Regulations give you a cooling-off right to walk away, fee-free, for most digital subscriptions.

What doesn’t work for cancelling S&W

Based on 3 sources, Reddit, app reviews, and direct testing. Skip these and save yourself the loop.

✕ Cancelling a Digital Tax Returns subscription by phone alone, The terms require a 'clear statement' sent to digitaltax@swgroup.com, phone calls leave no audit trail and the cancellation clock runs on receipt of written notice.
✕ Walking away from an audit or tax engagement without written notice, Professional engagement letters require written termination; fees continue to accrue for work in progress until S&W formally acknowledges the disengagement.
✕ Emailing fraudreporting@swgroup.com to cancel an engagement, That mailbox is reserved for reporting suspected fraudulent communications impersonating S&W, not for service cancellations.
✕ Contacting Evelyn Partners to cancel an S&W matter, S&W and Evelyn Partners separated in March 2025 and now operate as independent businesses under different ownership.

Cancelled S&W but still being charged?

Three common reasons, in order of likelihood:

The cancellation didn’t actually complete. If you never received a written confirmation from S&W, treat it as not cancelled. Email digitaltax@swgroup.com referencing your original request date and ask for written confirmation plus a refund of any charge taken since.
You cancelled in the wrong place. Subscriptions started through the App Store or Google Play bill through Apple or Google, cancelling on S&W’s site doesn’t touch them. Check Settings → Subscriptions on iPhone, or Play Store → Payments & subscriptions on Android.
Billing lag. A charge that was already in flight when you cancelled can still land a few days later. One trailing charge can be normal; two is not.

If they keep charging after a confirmed cancellation, that’s chargeback territory: dispute the charge with your bank citing “subscription cancelled, merchant continued billing”. The yoink app also flags this automatically, it keeps watching your inbox after a confirmed cancellation and alerts you if S&W charges again.

How S&W will try to keep you

S&W may respond with a retention offer, a discount, a free month, or a downgrade to a cheaper tier. Don't engage with the counteroffer. Restate that you want a full cancellation and cite the consumer law again if they push back.

They’ll say: “Partner offers a fee discount or scope reduction to keep the engagement”
You say: Thanks, but I'd like to formalise termination effective at the end of the current billing period as set out in our engagement letter. Please confirm the final fee note and any handover steps in writing.
They’ll say: “Firm cites a notice period or minimum term in the engagement letter”
You say: Understood, please treat this email as formal written notice from today's date. I'll settle invoiced work performed up to the termination date but not any speculative future fees.
They’ll say: “Delay tactics on producing files for a successor accountant”
You say: Under ICAEW professional clearance rules please release my records and respond to my new adviser's clearance letter promptly. If this isn't resolved within 14 days I'll escalate to your Head of Legal at 45 Gresham Street and, if necessary, to the ICAEW.
They’ll say: “No response to a Digital Tax Returns cancellation email”
You say: Forwarding my cancellation notice to dataprivacy@swgroup.com and the Head of Legal for an audit trail. Per your own T&Cs the 14-day refund clock started on the date of my original email; please confirm the refund to my original payment method.

Your rights when cancelling

The law where you live is the strongest hook, lead with it when you contact the company.

United Kingdom

Consumer Contracts Regulations 2013
14-day cooling-off on new subscriptions.
You can terminate any continuous service contract within 14 days of starting it and recover any payment, no questions asked. Applies regardless of S&W’s own policy.
Consumer Rights Act 2015
Services must be as described.
If S&W’s service was misrepresented or didn’t deliver what was promised, you have a statutory right to remedy (repair, refund, or price reduction) regardless of their terms.

Worldwide

Card-issuer chargeback
Your bank can reverse the charge.
Visa, Mastercard, and Amex all run chargeback schemes, “goods/services not as described” or “subscription not cancelled” are valid reason codes everywhere they operate. Your bank handles the dispute; S&W has ~45 days to defend.

Rights in other regions (European Union)

European Union

Consumer Rights Directive 2011/83/EU
14-day right of withdrawal across all EU states.
EU-wide statutory right to withdraw from any distance-sold contract within 14 days. Mirrored into local law in every member state. S&W must honour it regardless of where they’re headquartered.

Delete your S&W account (not just cancel)

Cancelling stops the billing; deleting removes your account and personal data. Do them in that order, deleting an account with an active subscription can leave the billing running with no way to log in and stop it.

If there’s no delete option in S&W’s account settings, email digitaltax@swgroup.com with the subject Account deletion request, [your account email] and ask for your account and personal data to be erased under UK GDPR (Article 17, the right to erasure). They’re typically required to act on it, most companies complete erasure within about 30 days, and you should ask for written confirmation when it’s done.

Common questions about cancelling S&W

Email **digitaltax@swgroup.com** with a clear statement that you want to cancel, a one-line message naming your account and the date you signed up is enough. Under S&W's own terms, sending the notice before the 14-day cancellation period ends is sufficient to meet the deadline, and S&W must refund all payments within 14 days of receiving it, via your original payment method.

Money-back questions (windows, pro-rata, chargebacks) are covered in the S&W refund guide. Need a human for something else entirely? The S&W contact guide lists every channel that actually answers.