We are delighted to share that Rowley Turton has been shortlisted for Tax and Estate Planner of the Year at the 2026 Investment Life & Pensions Moneyfacts Awards.

This marks the thirteenth consecutive year that Rowley Turton has been shortlisted for this award, having appeared on the shortlist every year since 2014. We were also proud to win the category in 2015.

For us, that continued recognition matters.

Tax and estate planning is rarely about one isolated decision. It often involves careful conversations over many years, helping clients think clearly about their future, their families, and how they would like their wealth to be passed on. Good planning needs technical expertise, but it also requires patience, judgement and the ability to explain complex issues in plain English.

At Rowley Turton, we see this work as part of wider generational wealth planning. That means helping clients make informed decisions about how they use, protect and pass on their wealth, while keeping their personal wishes and family circumstances at the centre of the conversation.

Being shortlisted again is a welcome recognition of the work our team does for clients and their families. It is also a reflection of the long-term relationships we have built with clients and professional contacts over many years.

As part of the awards process, the organisers invite clients and professional contacts to provide testimonials. This is not a vote, and the outcome is not based on the number of responses. The judges are looking for thoughtful feedback about the quality of advice and service provided.

Anyone who would like to share a testimonial can do so here.

Submit a testimonial

The testimonial survey closes on 20th June 2026.

We are very grateful to our clients, professional contacts and colleagues for their continued support, and pleased to have been shortlisted once again.