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

Good working relationship
Wayne Platt – Adelphi SD Limited
There when needed. They are not pushy and are very approachable
Richard Glynn – R.G.P.R. 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)
Professional and approachable
Paul King – Elite Salon Brands Limited
Quietly efficient
David Carling – Lingson Limited
We have worked with RT for a number of years and have always found them extremely helpful, knowledgeable and responsive.
Year ends are completed with minimum fuss and the personal level of service on day to day queries is second to none. As a relatively small business we find their costs are in tune with business realities and we would highly recommend them to anyone seeking an accountant that “gets it”
Arnold Woodhouse, Founder, Integrated Marketing
Really excellent firm of accountants with an extremely competent and efficient staff and where nothing is too much trouble. Highly recommend.
Simon King
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
We would thoroughly recommend Rotherham Taylor
We have worked with Rotherham Taylor from start up in 2007 right through to our current position as a multi-million pound business. The team has helped us in our development plans by providing robust accounting and tax support and valuable proactive advice at appropriate times throughout our growth cycle. We would thoroughly recommend Rotherham Taylor to any aspiring business owner.
Kieran Fisher, Director, KBF Enterprises Limited (Manchester)
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

Good working relationship

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

Excellent and professional advice

Professional and approachable

Quietly efficient

We have worked with RT for a number of years and have always found them extremely helpful, knowledgeable and responsive.

Really excellent firm of accountants with an extremely competent and efficient staff and where nothing is too much trouble. Highly recommend.

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

We would thoroughly recommend Rotherham Taylor

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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