Request a Free No‑Obligation Initial Consultation
Speak with your local TaxAssist Accountant today on 0800 0523 555 and we’ll be happy to put you in touch with independent external financial planning specialists who can support you with your long‑term financial goals.
Our trusted financial planning partners provide guidance across a broad range of financial planning needs, including pensions and retirement planning, for employed individuals, the self‑employed and company directors.
Pension and Retirement Planning Support
Our external financial planning partners can offer a range of pension‑related services, including:
- Personal Pensions
Help with starting or reviewing personal pensions, making use of available tax efficiencies and long‑term investment growth.
- Pension Contributions for Company Directors
Support with tax‑efficient pension contributions, including considerations around corporation tax and personal tax planning.
- Pension Review and Consolidation
Reviewing existing pensions and, where appropriate, consolidating them to help ensure they remain suitable for your circumstances.
- Retirement Planning
Guidance on planning for retirement, including withdrawal strategies and understanding potential tax implications.
Why Access Financial Planning Support Through TaxAssist?
- Access to Independent Specialists
Referrals are made to experienced, appropriately authorised financial planning professionals.
- Free Initial Consultation
An initial meeting is provided at no cost to discuss your needs and objectives.
- Joined‑Up Support
Your financial planner can work alongside your TaxAssist Accountant to ensure planning is aligned with your wider tax position.
- Ongoing Support
Where required, ongoing reviews and support can help keep your plans on track as circumstances change.
Get in Touch
To request a referral for financial planning support:
- Speak to your local TaxAssist Accountant, or
- Call 0800 0523 555
They will be happy to discuss whether a referral for financial planning support may be appropriate for you.
Contact Us
Contact us to book your free video or face-to-face consultation to receive a proposal and fixed fee quote.
Join us in three easy steps
Get in touch
Arrange a free consultation in person or via video with your local accountant. It’s an informal chat to get to know you and find out more about the help you are looking for.
Chat to an expert
We clearly explain the support available to you and are happy to act as business advisors in order to help you grow your business.
Get a fixed quote
Our fees are fixed and tailored specifically to each individual's needs, so that you only pay for the level of support and services that you require.
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Running your own business can be challenging so why not let TaxAssist Accountants manage your tax, accounting, bookkeeping and payroll needs? If you are not receiving the service you deserve from your accountant, then perhaps it’s time to make the switch?
Local business focus
We specialise in supporting independent businesses and work with 100,000 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.
Come and meet us
We enjoy talking to business owners and self-employed professionals who are looking to get the most out of their accountant. You can visit us at any of our 389 locations, meet with us online through video call software, or talk to us by telephone.
Switching is simple
Changing accountants is easier than you might think. There are no tax implications and you can switch at any time in the year and our team will guide you through the process for a smooth transition.