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

Michael, Nick and the team are always on hand to help us grow the business
Deepak Jaiswal – The Green Care Home, Dronfield 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
Extremely professional, thorough, concise & friendly
We have been with Rotherham Taylor Accountants for many years and I would describe the team as extremely professional, thorough, concise & friendly. Always happy to help and ready to go an extra mile to assist us with anything we need help with. Very informative and excellent in explaining complicated accountancy matters in simple and understandable way. Would certainly recommend to anyone.
Marina Cemodanova, Chorley
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
Quietly efficient
David Carling – Lingson Limited
When we first set up our business, we went to RT for initial advice and 4 years later we are still with them. This is testament to their professionalism and advice.
As a small business, we feel the team really understand us and can’t thank and recommend Rebecca and the team enough for all their guidance and support on all accounting and business matters.
Emma Woan, Education Business Partnership (NW) Limited
Rotherham Taylor provide a good service
Darren Greenhalgh – DDB Enterprises Limited
Our business has used the RT services for many years and always found the staff to be professional, prompt and understanding of our business needs and priorities.
At a strategic level the service and advice provided to us has worked well to support our growth. At an operational level the payroll service meets our needs perfectly. Great team of people all round.
Caroline Morley
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

Investment and Financial

Tax Planning

Estate Planning and Trusts

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

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

Extremely professional, thorough, concise & friendly

Efficient, competent and good to work with

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

Quietly efficient

When we first set up our business, we went to RT for initial advice and 4 years later we are still with them. This is testament to their professionalism and advice.

Rotherham Taylor provide a good service

Our business has used the RT services for many years and always found the staff to be professional, prompt and understanding of our business needs and priorities.

Absolutely five star service all year round.

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