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

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Accounts

We can assist give you a more insightful view of your annual accounts, so you know where you are and how to get where you want to be.

Business Improvement Services

From analysing performance goals to improving your management reporting, we can ensure you have your finger on the pulse of your business.

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Management Accounts

We can assist with your management accounts and cloud accounting, so you can analyse backwards to forecast forwards more effectively.

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P11D (Employee Benefits Reporting)

We can assist you to complete and submit your P11D (Employee Benefits Reporting) forms to HMRC on an annual basis.

Payroll

Our experienced payroll team can support you through your payroll administrative tasks, or take full control of the entire process.

Personal Tax & Self-Assessment

We’ll help you better understand your personal tax accounts, and prepare and submit your self-assessment for your annual personal tax return.

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Solicitors Regulation Authority Accounts Rules Audit

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

Trusts & Estates

Burton Sweet can support you in reviewing existing or proposed wills and in creating strategies for post-death tax planning.

VAT

We can manage all your VAT recording and filing, or if you prefer to keep your own books we can just review and file the VAT returns for you.

Find out how we can help

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Additional services we provide for Solicitors

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…

Read more
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