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

There when needed. They are not pushy and are very approachable
Richard Glynn – R.G.P.R. Limited
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
They are efficient, fair and honest and go beyond what a traditional accountant would do
May Al-Karooni – Globechain (UK) Limited
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
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
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
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)
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
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
Longstanding, happy, successful and productive
John Greenwood – Richard Greenwood Associates Ltd

Investment and Financial

Tax Planning

Estate Planning and Trusts

There when needed. They are not pushy and are very approachable

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

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

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

Absolutely five star service all year round.

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

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

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

RT take the fear out of contacting accountants.

Longstanding, happy, successful and productive

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