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

Fantastic and very knowledgeable. The staff are good and are very easy to talk to
John Russell – Russell & Sons Plastering Contractors Ltd
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
Professional and approachable
Paul King – Elite Salon Brands Limited
Good working relationship
Wayne Platt – Adelphi SD Limited
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
An invaluable asset to our company
Having relocated our family business from London to the North West we were delighted to be recommended to Rotherham Taylor, who have proved to be an invaluable asset to our company for the last 10 years.
Peter Astley, Managing Director, Astley Design Associates Limited (Chorley)
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
Michael, Nick and the team are always on hand to help us grow the business
Deepak Jaiswal – The Green Care Home, Dronfield Limited
We’re delighted with Rotherham Taylor. We wouldn’t want use to anyone else, the whole team are so knowledgeable and supportive and will go above and beyond to help.
With Healthcare
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)

Investment and Financial

Tax Planning

Estate Planning and Trusts

Fantastic and very knowledgeable. The staff are good and are very easy to talk to

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

Professional and approachable

Good working relationship

RT take the fear out of contacting accountants.

An invaluable asset to our company

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

Michael, Nick and the team are always on hand to help us grow the business

We’re delighted with Rotherham Taylor. We wouldn’t want use to anyone else, the whole team are so knowledgeable and supportive and will go above and beyond to help.

Excellent and professional advice

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