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 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
Good working relationship

Wayne Platt – Adelphi SD Limited
We always receive excellent customer service

The staff at Rotherham Taylor Limited are very friendly, helpful and efficient that is why they have been doing our accounts for many many years. We always receive an excellent customer service.

Julie Tootell, Chorley
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
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
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
Efficient and professional

Joseph Jones – Manlets Residential Lettings Limited
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
Very friendly and effective when needed

Anthony Marsh – A G Marsh Limited
Quietly efficient

David Carling – Lingson Limited

Investment and Financial

Tax Planning

Estate Planning and Trusts

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.

Good working relationship

We always receive excellent customer service

Absolutely five star service all year round.

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

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

Efficient and professional

Exactly what a growing business needs!

Very friendly and effective when needed

Quietly efficient

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