Burton Sweet have longstanding and meaningful relationships with solicitors and legal practices and are familiar with their specific needs.

Our team’s experience and the services we offer are well suited to the areas where solicitors may require additional support to best run their practice and look after their clients. This includes…

We can assist you with Inheritance and Capital Gains Tax (CGT) planning and compliance, complex and informal estate administration, voluntary disclosures for undeclared income and gains, Trust registration and compliance as well as making the UK property 60-day PPD CGT declarations. Not only are we able to assist you with all tax compliance matters and liaising with HMRC, but we can also provide proactive tax advisory services, with regard to trust and estate planning.

Burton Sweet can prepare management information for your firm, as well as statutory accounts for your approval and filing, and company secretarial assistance, including dividend minutes and vouchers. We also prepare personal tax returns for partners/directors, alongside partnership tax returns.

Our team can walk you through the figures, giving you productive guidance so you can make more confident decisions.

Solicitors and law firms that hold sufficient client money must have an independent accountant’s report on their accounting systems, transactions and client money annually. The report must be completed within 6 months of the end of the accounting period to which the report relates and it may need to be submitted to the Solicitors Regulation Authority.

At Burton Sweet, we are proud to offer an assurance service that is detailed and composed, ensuring our clients receive good communication throughout the process. We aim to make the audit as simple as possible for your staff to collaborate on and feel at ease with our professional team.

Our team is our strength, with CTA, STEP, ACCA, ACA, AAT, ATT qualified members and trainees. Burton Sweet offer a diversity of skillsets to best suit the requirements of your firm.

Through confidentiality agreements and robust engagement, the solicitors we work with are better equipped serve their clients.

Michele Shapland

Private Client Tax Manager

01934 620011

Get in touch today

Services we provide for Solicitors

Keeping your records up-to-date and compliant with regulations, offering a more insightful view of your annual accounts.

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From analysing performance to improving your management reporting, always have your finger on the pulse of your business.

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Accurate and timely management accounting information will also help your organisation to analyse backwards and forecast forwards.

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Completing and submitting your P11D forms to HMRC on an annual basis, reporting the value of certain employee benefits.

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Continuous support to meet deadlines for payslips and deductions, as well as annual summaries and online filing on your behalf.

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Guiding you through the process, completing submissions and calculating your likely liabilities, so you better understand your personal tax.

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Providing an independent accountant’s report for solicitors/law firms on their accounting systems, transactions and client money.

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Supporting individuals, executors and trustees in planning for the future and dealing with current estate situations, after a bereavement.

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Dealing entirely with your VAT recording and filing, or if you prefer to keep your own books, reviewing and filing the VAT returns for you.

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Find out how we can help

Useful information for Solicitors

Solicitors

Preparing your own will, or using an unregulated writer may be the cheaper option, but these approaches can present a number of issues…

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Solicitors

Inheritance Tax (IHT) is a tax on the value of an individual’s estate at the time of their death. There are several good practices that individuals can adopt to help minimise the impact of IHT on their estate and their heirs…

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IndividualsLimited CompaniesSole Traders & PartnershipsSolicitors

You can now find the key tax rates and allowances which will be affect our business and personal lives in 2021/22 – just click

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