Individuals, Trusts & Estates

Charities & Civil Society OrganisationsIndividuals, Trusts & EstatesLimited CompaniesSole Traders & Partnerships

Here’s a summary of the key, upcoming financial changes happening this April 2026 for people and businesses…

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

The government has announced that it will relax the Inheritance Tax rules that were due to come into place on 6 April 2026.

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

In the approach to the year-end, there are financial factors you may wish to consider as a individual, sole trader, or part of a partnership.

Read more
Charities & Civil Society OrganisationsIndividuals, Trusts & EstatesLimited CompaniesSole Traders & PartnershipsSolicitors

Burton Sweet have moved to a new and improved office in Dursley, due to the success of our services for local people.

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

From 6 April 2026, people with trading/property income over £50,000 per annum must keep records and report information digitally to HMRC.

Read more

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

Read more

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

Read more

Tax advice, financial planning and trusts and estates services for individuals looking remain compliant and minimise liabilities.

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

It can be difficult to determine where a hobby ends and trade begins, but to stay compliant you must understand the difference.

Read more
Individuals, Trusts & EstatesLimited CompaniesSole Traders & Partnerships

Read our summary of some of the headline changes in the Autumn Budget 2025 and consider how they might affect you…

Read more
Individuals, Trusts & Estates

Wills are important as they set out a person’s wishes for their estate when they die, and specify how people will benefit in this situation.

Read more
Individuals, Trusts & Estates

Find out what changes have been made to the Inheritance Tax regime for agricultural and business property from 6 April 2026.

Read more
Individuals, Trusts & EstatesLimited CompaniesSole Traders & Partnerships

On 26 March, Chancellor Rachel Reeves revealed her Spring Statement, outlining the government’s plans for the economy. Read our summary…

Read more
Individuals, Trusts & Estates

5 April 2025 is the deadline to buy back missing National Insurance years, which could be significant to the State Pension you receive.

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

From 6 April 2025, income and gains from a Furnished Holiday Let will form part of a property business, affecting tax reliefs and allowances.

Read more
Individuals, Trusts & EstatesLimited CompaniesSole Traders & Partnerships

Read our summary of some of the changes contained in the Autumn Budget 2024 and how they might affect you or your organisation…

Read more
Individuals, Trusts & EstatesLimited CompaniesSole Traders & Partnerships

There could be changes to the Capital Gains Tax system in the Autumn Budget 2024. Find out what reliefs are currently available!

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

From 6 April 2026, people with yearly trading/property income over £50,000 must move to a digital system to record and declare information.

Read more
Individuals, Trusts & Estates

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

Read more
Individuals, Trusts & EstatesLimited CompaniesSole Traders & Partnerships

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

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

From January 2025, digital platforms such as eBay, Airbnb, Etsy and Vinted will have to routinely collect and report sellers’ income to HMRC.

Read more
Individuals, Trusts & EstatesSole Traders & Partnerships

These are relevant dates and potential penalties for self-assessment returns, alongside possible options if you can’t meet the deadlines.

Read more
Individuals, Trusts & Estates

Many parents and carers will be feeling the squeeze in the cost-of-living crisis. Here are some things you may wish to consider…

Read more
Individuals, Trusts & Estates

Whilst marriages and civil partnerships are about love and finding your life partner, it’s worth being aware of the tax implications involved. It’s not all roses. This article specifically outlines some of the affects on Inheritance Tax that are associated with these legal partnerships.

Read more