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 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
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
I have worked with Michael Barton for more than 30 years. RT has supported me personally and professionally throughout my career as an entrepreneur.

Their support, advice, counsel has been first class and has helped me every step along the way. I could not have achieved what I have without them. Highly recommended.

David Carter, Director, David C M Carter Limited (London)
Rotherham Taylor provide a good service

Darren Greenhalgh – DDB Enterprises Limited
Michael, Nick and the team are always on hand to help us grow the business

Deepak Jaiswal – The Green Care Home, Dronfield Limited
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
Efficient, competent and good to work with

Dr Charles Patchett – Autonomous Intelligent Systems Limited
Very approachable and they speak to you in simple terms and on your level

Richard McKay – McKay Installations 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
Good working relationship

Wayne Platt – Adelphi SD Limited

Investment and Financial

Tax Planning

Estate Planning and Trusts

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

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

I have worked with Michael Barton for more than 30 years. RT has supported me personally and professionally throughout my career as an entrepreneur.

Rotherham Taylor provide a good service

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

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.

Efficient, competent and good to work with

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

RT take the fear out of contacting accountants.

Good working relationship

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