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

They are efficient, fair and honest and go beyond what a traditional accountant would do
May Al-Karooni – Globechain (UK) Limited
Very thorough, trustworthy and great to work with! I fully recommend Rotherham Taylor if you need accounting services, particularly Rebecca who helped me hugely with my tax return.
Penny Layton
Very, very punctual when coming back with messages and queries, professional and easy to deal with
Nicola Hargreaves – Millbrooke Construction Limited
We have been with Rotherham Taylor for over 5 years and we would not change them for the world! Such an amazing, professional, friendly and helpful team!
Valerijs Petrovics
Quick and professional service. Those guys really go the extra mile with you and think outside the box when advising on your company tax affairs. Highly recommend their services, you will not be disappointed.
Marcin Ruman
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
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 approachable and they speak to you in simple terms and on your level
Richard McKay – McKay Installations Limited
Fantastic service. Staff respond quickly to all queries and make the transaction quick and easy. Thanks.
Christy Alexander
Rotherham Taylor 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

Investment and Financial

Tax Planning

Estate Planning and Trusts

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

Very thorough, trustworthy and great to work with! I fully recommend Rotherham Taylor if you need accounting services, particularly Rebecca who helped me hugely with my tax return.

Very, very punctual when coming back with messages and queries, professional and easy to deal with

We have been with Rotherham Taylor for over 5 years and we would not change them for the world! Such an amazing, professional, friendly and helpful team!

Quick and professional service. Those guys really go the extra mile with you and think outside the box when advising on your company tax affairs. Highly recommend their services, you will not be disappointed.

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

Exactly what a growing business needs!

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

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

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

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