Get valuable feedback and compliance from rigorous audit procedures in accordance with the latest professional and legislative requirements.
Have peace of mind that your finances are not only up-to-date, but optimised to best support the aims of your business.
From analysing performance to improving your management reporting, keep your finger on the pulse of your business.
Publishing high quality annual financial statements is a cornerstone of excellence in charity accountability; we can assist you with this.
Training and development for boards on topics, including: core duties, Public Benefit, Responsible Investment, Charity Governance Code.
Following the death of an individual, the Personal Representative are responsible for some important matters, where we can offer support.
Burton Sweet are here to assist you with your tax planning, so you can manage your money more effectively and make assured decisions.
Our service for charitable organisations whose annual gross income is over £25,000 but not above the audit threshold (£1 million).
Accurate and timely management accounting information will help your organisation to analyse backwards and forecast forwards.
Do you need assistance with calculating your annual allowance pension charge, or if already triggered would you like this reviewing?
We provide personal representatives with a holistic service to simply obtaining non-contentious probate and administering an estate.
Guiding you through the process, completing submissions and calculating your likely liabilities, so you better understand your personal tax.
Providing an independent accountant’s report for solicitors/law firms on their accounting systems, transactions and client money.
If you are a trustee or personal representative, you may need to register your trust, or a deceased person’s estate.
The Inheritance Tax treatment of discretionary trusts can be complicated, with entry charges, principal charges and exit charges.
We offer advice in relation to the tax implications on the creation, during the life of the trust, and on the cessation of a trust.
If you dispose of residential property/land and property it’s necessary to report this to HMRC and pay CGT, within 60-days of completion.
