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

Exactly what a growing business needs!
We have had the pleasure of working with Rotherham Taylor, since our company was incorporated in 2013. They have been absolutely brilliant to work with on all levels. Very professional, supportive and hands on. Exactly what a growing business needs!
Tarek Gjonnes
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
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
Fantastic service. Staff respond quickly to all queries and make the transaction quick and easy. Thanks.
Christy Alexander
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 been with Rotherham Taylor for just over a year now. I have found them to be first of all a pleasure to deal with in person – polite, professional and knowledgeable.
Their work has been done to a high standard yet with an extremely satisfactory turnaround time. They are clearly a well-organised firm, and their communication – instructions, requests for information, etc – reflects this. I would be happy to recommend them to anyone.
Stephen Woods
We have chosen Rotherham Taylor as our tax agent for our UK operations. Very professional and warm company and people. I can recommend them to anyone who is looking for accountants in UK.
Mantas Azusienis
Rotherham Taylor provide a good service
Darren Greenhalgh – DDB Enterprises Limited
Really excellent firm of accountants with an extremely competent and efficient staff and where nothing is too much trouble. Highly recommend.
Simon King
Good working relationship
Wayne Platt – Adelphi SD Limited

Investment and Financial

Tax Planning

Estate Planning and Trusts

Exactly what a growing business needs!

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

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

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

RT take the fear out of contacting accountants.

I have been with Rotherham Taylor for just over a year now. I have found them to be first of all a pleasure to deal with in person – polite, professional and knowledgeable.

We have chosen Rotherham Taylor as our tax agent for our UK operations. Very professional and warm company and people. I can recommend them to anyone who is looking for accountants in UK.

Rotherham Taylor provide a good service

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

Good working relationship

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