Wealth Management

Investment and Financial

Our knowledge of our clients’ affairs means we are ideally placed to provide impartial advice in areas such as:

Pension schemes
Life assurance
Employee benefit solutions
Investments
Individual savings accounts
Tax efficient strategies
Estate planning and trusts

We have an extensive network of independent financial advisors and professional contacts who provide specialist financial advice to our clients and assist them with the selection of regulated products.

Tax Planning

We proactively develop bespoke strategies aimed at reducing our clients’ tax burdens and provide regular updates to any changes in tax legislation and HMRC practice.

For businesses, we offer expert advice in areas such as; capital allowances, R&D tax credits, remuneration planning and transaction taxes.

Our personal tax planning strategies cover all aspects of income tax, capital gains tax, inheritance tax and non-domiciliary taxes.

Estate Planning and Trusts

Preservation of wealth and protection of assets requires careful, focused planning. This often involves the use of Trusts as a shelter for family capital and should be considered as part of an individual’s overall tax planning strategy.

We provide a discreet estate planning service which includes:

Trust planning and administration
Review of wills
IHT planning schemes
Arrangement of life assurance to cover potential tax liabilities

Fantastic service. Staff respond quickly to all queries and make the transaction quick and easy. Thanks.
Christy Alexander
There when needed. They are not pushy and are very approachable
Richard Glynn – R.G.P.R. Limited
A trouble free experience
Burscough Physiotherapy has been using the services of Rotherham Taylor accountants for the past 6 years. Throughout this time it has always been a trouble free experience, having all aspects of our accounts both business and personal taken care of in a timely and professional manner.
Steve & Anita Moulton, Directors, Burscough Physiotherapy Ltd (Ormskirk)
Professional and approachable
Paul King – Elite Salon Brands Limited
Good working relationship
Wayne Platt – Adelphi SD Limited
An invaluable asset to our company
Having relocated our family business from London to the North West we were delighted to be recommended to Rotherham Taylor, who have proved to be an invaluable asset to our company for the last 10 years.
Peter Astley, Managing Director, Astley Design Associates Limited (Chorley)
Quietly efficient
David Carling – Lingson Limited
Efficient, competent and good to work with
Dr Charles Patchett – Autonomous Intelligent Systems Limited
When we first set up our business, we went to RT for initial advice and 4 years later we are still with them. This is testament to their professionalism and advice.
As a small business, we feel the team really understand us and can’t thank and recommend Rebecca and the team enough for all their guidance and support on all accounting and business matters.
Emma Woan, Education Business Partnership (NW) Limited
RT have been my accountants for nearly 10 years and the service has always been excellent.
Punctual, responsive, accurate, good value for money. They are flexible to meet when I can, extremely good at nudging me on issues and following up when I ask about something, no matter how basic the issue. As I set up my own business, my needs expanded from purely personal tax to corporate tax support. They work as a business partner with me on these issues, including providing me with a teach-in as I learnt how to use my accounting package. I feel extremely well supported, with minimal fuss, real world practical discussions and all the options laid out with me. And to top it all, they are really great people – and getting on with your accountant always helps when you’re sifting through your finances.
Kirsty Bashforth

Investment and Financial

Tax Planning

Estate Planning and Trusts

Fantastic service. Staff respond quickly to all queries and make the transaction quick and easy. Thanks.

There when needed. They are not pushy and are very approachable

A trouble free experience

Professional and approachable

Good working relationship

An invaluable asset to our company

Quietly efficient

Efficient, competent and good to work with

When we first set up our business, we went to RT for initial advice and 4 years later we are still with them. This is testament to their professionalism and advice.

RT have been my accountants for nearly 10 years and the service has always been excellent.

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