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’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
RT 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
Efficient and professional
Joseph Jones – Manlets Residential Lettings Limited
A trouble free experience
Burscough Physiotherapy has been using the services of Rotherham Taylor accountants for the past 6 years. Throughout this time it has always been a trouble free experience, having all aspects of our accounts both business and personal taken care of in a timely and professional manner.
Steve & Anita Moulton, Directors, Burscough Physiotherapy Ltd (Ormskirk)
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
Quietly efficient
David Carling – Lingson Limited
Good working relationship
Wayne Platt – Adelphi SD Limited
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)
Longstanding, happy, successful and productive
John Greenwood – Richard Greenwood Associates Ltd

Investment and Financial

Tax Planning

Estate Planning and Trusts

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.

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

Efficient and professional

A trouble free experience

We always receive excellent customer service

Quietly efficient

Good working relationship

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.

Longstanding, happy, successful and productive

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