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

Property wealth counts for approaching half of IHT-paying estates in London

Property wealth counts for approaching half of IHT-paying estates in London

Average property value exceeds £862,000

Isabel Baxter
clock 14 January 2026 • 2 min read
Scottish Budget: Mansion tax for £1m properties; Increased income tax thresholds

Scottish Budget: Mansion tax for £1m properties; Increased income tax thresholds

Finance Secretary Shona Robison delivers 2026/27 Budget speech

Jenna Brown
clock 13 January 2026 • 5 min read
UK tax changes for non-residents: The abolition of the dividend tax credit

UK tax changes for non-residents: The abolition of the dividend tax credit

'The key is correctly identifying each category and modelling the two methods side by side'

Tony Müdd
clock 06 January 2026 • 7 min read