Our role

Burton Sweet can assist private individuals, ensuring they receive the attention and support of highly qualified tax advisers to develop tax-efficient portfolios. Our advice is always clear, informative and conscientious. We can assist you with tax planning, protection of your assets and minimising liabilities, so you feel financially secure for the future.  

Your needs

Most of our private clients require Income Tax planning, capital tax planning and self-assessment Tax Returns. At Burton Sweet, we provide tax planning that is tailored to your requirements. Our personalised service is designed to give you precisely the advice, planning and protection you need.

Whether you are an employee, a sole trader, a director, or retired, our specialists will guide you through legislation with clarity, so you understand how your finances are being managed and optimised. It is important that you are aware of the relevant opportunities, when they are available and in addition, you are well-informed of the rule changes that might affect your tax bill.

Capital Gains Tax – Sale of residential property

The Sales of certain residential property (not your main residence), may incur a Capital Gains Tax liability. Any Capital Gains Tax due on residential property must be reported and paid to HMRC within 60 days of the completion of the sale.

We can provide tax planning and advice as well as reporting the Capital Gains Tax to HMRC. If you require our assistance, please contact us.

Making Tax Digital

Although Making Tax Digital reforms have been postponed several times, they are coming.

The proposed changes are currently set to begin in 2026 for the first intake. Consequently, you may well have to keep digital records and submit updates of those records, at least every quarter, via software, compatible with HMRC.

Although this may seem a long way off it’s a good idea to keep an eye on Making Tax Digital announcements in case there are any updates and prepare accordingly. If you have any questions regarding these changes, please get in touch.

Here to help

Our Private Client team is present in all of our offices, offering a full range of services. The team can advise you on what the best solution for you could be; she’ll be happy to help, with close regard to your unique needs and aims.

Case study – Finding your personal tax solutions

Being in a relationship can often include the intricacies of combining your finances and property.

Find out how we assisted two long-standing clients, who had to relocate and sell their separate properties and how they maximised their available finances to purchase one home together.

Read more here…

Kayleigh Carey
Kayleigh Carey

Accounts and Tax Manager

01934 620011

Get in touch today

Services we provide for Individuals

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.

Trusts & Estates

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

Find out how we can help


Additional services we provide for Individuals

Useful information for Individuals


From 6 April, the partial repayment threshold for High Income Child Benefit charge will rise from £50,000 to £60,000.

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IndividualsLimited CompaniesSole Traders & Partnerships

Read our summary of the Spring Budget 2024, with changes to National Insurance, Child Benefit and second homes…

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