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

Very friendly and effective when needed
Anthony Marsh – A G Marsh Limited
Our business has used the RT services for many years and always found the staff to be professional, prompt and understanding of our business needs and priorities.
At a strategic level the service and advice provided to us has worked well to support our growth. At an operational level the payroll service meets our needs perfectly. Great team of people all round.
Caroline Morley
Professional and approachable
Paul King – Elite Salon Brands Limited
An accountancy firm par excellence
Rotherham Taylor’s expert advice on a whole range of accounting matters has been invaluable as it has been enlightening. Rotherham Taylor have acted as our accountants for over 8 years under auspices of Michael and Rebecca, and I have been impressed with their profound approach towards our business model particularly with their willingness to understand the type of business we operate viz. funerals. Similarly, the back room personnel have been equally impressive and have, indeed, taken on board some of the more onerous tasks, such as processing the firm’s salaries. In sum, I have no hesitation in unequivocably recommending Rotherham Taylor as an accountancy firm par excellence.
Russell Alty, Director, William Alty & Sons Limited (Blackburn)
Absolutely five star service all year round.
A great team of people who are friendly and helpful. We are truly looked after. I would not hesitate to recommend RT Accountants.
Amanda Mahon
Efficient and professional
Joseph Jones – Manlets Residential Lettings Limited
Michael, Nick and the team are always on hand to help us grow the business
Deepak Jaiswal – The Green Care Home, Dronfield 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)
Efficient, competent and good to work with
Dr Charles Patchett – Autonomous Intelligent Systems Limited
Excellent and professional advice
Rebecca, I would like to offer my thanks for the excellent and professional advice you have given over the years, please also pass on my thanks to Michael.
John Brown, Director, B & S Complete Finishing Limited (Blackpool)

Investment and Financial

Tax Planning

Estate Planning and Trusts

Very friendly and effective when needed

Our business has used the RT services for many years and always found the staff to be professional, prompt and understanding of our business needs and priorities.

Professional and approachable

An accountancy firm par excellence

Absolutely five star service all year round.

Efficient and professional

Michael, Nick and the team are always on hand to help us grow the business

A trouble free experience

Efficient, competent and good to work with

Excellent and professional advice

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