Burton SweetBurton Sweet

0844 225 0750

Private Individuals

Tax planning, asset protection and the minimisation of liabilities are all central to creating financial security that protects and prospers existing and future generations. Private clients receive the attention and support of highly qualified dedicated tax advisers to help develop and achieve a balanced portfolio that delivers both peace of mind and security. Advice is always clear, informative and conscientious.

Income tax, capital tax planning and self assessments are generic services required by most clients, but our policy of preferring close relationships means tax planning is by no means standardised or commoditised.

Whether you are an employee, a sole trader, a director or retired, our tax specialists are trained to guide you through legislation using plain English to make you aware of relevant opportunities and keep you abreast of changes in rules that might affect your tax bill.

  • Financial review
  • Personal tax planning
  • Capital tax and estate planning
  • Self assessment
  • Access to financial advice
  • Trusts and estate planning
  • Powers of attorney
  • Executorship