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
Efficient and professional

Joseph Jones – Manlets Residential Lettings 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)
Excellent service! Thank you to Lucy Birchall and Rebecca Bradshaw for their amazing support. Knowledgeable, proactive, efficient, caring and always with a smile!

I greatly appreciate also the information provided in the newletters and the updates received whenever a new piece of legislation comes into force. Extremely helpful! I highly recommend working with them!

Catalin Becic
Everyone at Rotherham Taylor is always so helpful and they have given us great support over more than 10 years

Even when we are on the last minute and disorganised, the team are calm and professional. Nothing is too much trouble. I would recommend their services to anyone needing an accountancy service.

Emma Glynn
Very approachable and they speak to you in simple terms and on your level

Richard McKay – McKay Installations Limited
They are efficient, fair and honest and go beyond what a traditional accountant would do

May Al-Karooni – Globechain (UK) Limited
RT take the fear out of contacting accountants.

No matter whether you are a large or medium company or just a single tax payer like myself I highly recommend you contact RT. Should you have any issues that require attention RT take those worries and concerns off your shoulders and provide the best solutions to meet with your requirements. I deal with Simone who takes care of all my International and UK tax accounts. Simone is a highly qualified accountant who works with and for you. Not only that she has a warm and friendly professional approach.

Keith Jones
I have worked with Michael Barton for more than 30 years. RT has supported me personally and professionally throughout my career as an entrepreneur.

Their support, advice, counsel has been first class and has helped me every step along the way. I could not have achieved what I have without them. Highly recommended.

David Carter, Director, David C M Carter Limited (London)
Michael & the team at RT have been so helpful and supportive over the years and I can’t recommend them enough.

Highly professional, prompt to respond and always thinking about the best way forward for my business. Not only that they’re very decent people who care and I trust…feels important in this crazy world!

Simon Hampel

Investment and Financial

Tax Planning

Estate Planning and Trusts

Very friendly and effective when needed

Efficient and professional

An invaluable asset to our company

Excellent service! Thank you to Lucy Birchall and Rebecca Bradshaw for their amazing support. Knowledgeable, proactive, efficient, caring and always with a smile!

Everyone at Rotherham Taylor is always so helpful and they have given us great support over more than 10 years

Very approachable and they speak to you in simple terms and on your level

They are efficient, fair and honest and go beyond what a traditional accountant would do

RT take the fear out of contacting accountants.

I have worked with Michael Barton for more than 30 years. RT has supported me personally and professionally throughout my career as an entrepreneur.

Michael & the team at RT have been so helpful and supportive over the years and I can’t recommend them enough.

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