Burton Sweet offer services for individuals, executors and trustees that encompass both planning for the future, as well as dealing with current estate situations, after a bereavement.

We understand that trusts and estates matters are particularly sensitive and can make difficult times feel even more complex. Our compassionate team are proud to provide a service that takes away that concern, whilst helping you maximise the reliefs and gifts available.

Alongside this, we can assist you in planning for the future and auditing your assets, to ensure the management of your estate is a straight-forward as possible. By helping you prepare tax-efficient wills alongside will writers, our experienced accountants will, ensure your estate is in safe hands.

Michele Shapland

Private Client Tax Manager

01934 620011

Get in touch today

Services we provide for Trusts & Estates

Trusts, Estates, Wills & Probate

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 Trusts & Estates

Useful information for Trusts & Estates

Trusts & Estates

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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Trusts & Estates

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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