Are you a Rothesay policyholder with a question about your personal tax?

We can help! Call us on 0333 207 5652
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We can help you understand what tax you will pay and when and help you calculate whether a tax refund is due. Our tax advice is tailored to your specific circumstances.
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We can also advise on tax implications following bereavement.
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Our advice is not limited to pensions: we can explain what tax is deducted from your pension AND check your other entitlements such as Marriage Allowance, Blind Person's Allowance etc.
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We can help you over the phone or offer a face to face appointment if needed.*
“Excellent service. I am happy to understand the tax liability and was also guided to claim the Marriage Allowance transfer. I am grateful to know I can come back for further advice”.
Feedback from a Rothesay policyholder
Call us on 0333 207 5652 Monday to Friday, 9am to 5pm or use the form below:

* Due to the current Covid 19 situation face to face appointments are subject to the restrictions laid down by government guidelines. We will continue to review and monitor these restrictions.