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

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)
We have worked with the Team at RT for a number of years now. Without exception all staff we have worked with are professional, available when you want them and very expert in their fields.

They manage our accounts, tax and payroll and HMRC/Companies House filing giving us peace of mind to focus on the business. Little or no staff turnover too so the staff that deal with us know our business and systems. Highly recommended and nice people too.

Russell Hargreaves
Professional and approachable

Paul King – Elite Salon Brands 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
Invaluable Advice

Since raising equity finance through EIS, we wanted to audit our business to give our outside shareholders the three year track record of audited accounts; RT have provided invaluable advice alongside the audit services the last few years and I would have no hesitation in recommending them to anyone.

Rufus Pearl, Director, Pink Lining Limited (London)
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
Longstanding, happy, successful and productive

John Greenwood – Richard Greenwood Associates Ltd
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)
Efficient and professional

Joseph Jones – Manlets Residential Lettings 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)

Investment and Financial

Tax Planning

Estate Planning and Trusts

We would thoroughly recommend Rotherham Taylor

We have worked with the Team at RT for a number of years now. Without exception all staff we have worked with are professional, available when you want them and very expert in their fields.

Professional and approachable

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.

Invaluable Advice

Exactly what a growing business needs!

Longstanding, happy, successful and productive

Excellent and professional advice

Efficient and professional

An accountancy firm par excellence

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