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

IHT revenue shows 'no signs of running out of steam'

IHT revenue shows 'no signs of running out of steam'

Expect increases to continue, experts agree

Jen Frost
clock 20 June 2025 • 3 min read
IHT:  All the options for reducing clients' taxable estates

IHT: All the options for reducing clients' taxable estates

'Clients can make gifts to trusts to reduce the taxable estate'

Julia Peake
clock 09 June 2025 • 5 min read
Autumn Budget changes making advisers consider trusts for IHT planning

Autumn Budget changes making advisers consider trusts for IHT planning

Uptick in client concern about intergenerational planning

Isabel Baxter
clock 05 June 2025 • 2 min read