Testimonials & Client stories

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Just as our firm is built with amazing people at it’s heart, we’re proud of the clients we work with and the vital part they play in making our business what it is.

We invite you to read the following testimonies from some of our clients below, which demonstrate the variety of sectors we work within, the diversity of services that we can provide, and how we’ve helped our clients achieve their goals.

What our clients say about us…

Limited Companies

Financial controller provides clarity and insights

Working alongside Burton Sweet has meant the Wells Touring Park’s owner can improve the business from an assured position.

Limited Companies

Pursuing your passions

With Burton Sweet taking care of his finances, this meant Simon could focus on his real passion, so he felt confident everything was in hand.

Solicitors

Your trusts & estates

Dealing with the estate of a deceased person can be quite daunting for the inexperienced and comes with many pitfalls for the unwary.

Solicitors

Inheritance Tax

We assisted the trustees in obtaining the valuations of the trust assets, completed the relevant IHT forms and calculated the charge arising.

Solicitors

Administration of an estate

We work closely with a number of firms of solicitors who regularly deal with the administration of Estates.

Private Client

Self-Assessment Tax Returns

We assisted a lady with the preparation of Self-Assessment Tax Returns, which were complex because she had inherited her husband’s estate.

House
Private Client

Caretaking a couple’s personal tax

Two clients required advice on how to maximise their available finances, so they could move in together and purchase the best possible house.