Advisers align with accountants as tax planning demand rises - research

Professional connections all-important

Carmen Reichman
clock •

The majority of advisers believe closer collaboration with accountants could lead to increased tax planning business post-pensions freedom, according to Prudential research.

More than two-thirds of advisers told the provider working more closely with accountants would help them establish business with big companies and individual directors. Almost half of them believed working with accountants would help them target small and medium size businesses. The study showed advisers placed greater importance on tax planning following the government's pension reforms, Prudential said. It interviewed 120 IFAs online at the end of August. New pensions freedom rules allow defined contribution savers unfettered access to their pots from age 55 subject to certain...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Budget Media Watch: Labour could scrap 'family farm tax'

Budget Media Watch: Labour could scrap 'family farm tax'

What the papers are saying about the Budget

Sophia Panayi
clock 22 September 2026 • 2 min read
CGT receipts see monthly rise but fall short year-on-year

CGT receipts see monthly rise but fall short year-on-year

CGT receipts reached £198m for August 2026

Sophia Panayi
clock 22 September 2026 • 3 min read
Royal London launches estate and inheritance planning framework

Royal London launches estate and inheritance planning framework

To help advisers prepare for ‘significant changes’ in April 2027

Jenna Brown
clock 22 September 2026 • 2 min read