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Financial Planning by TaxAssist offers expert advice on pension planning and retirement covering all pension scenarios from employed individuals, to self-employed, to company directors. The expert team at Financial Planning by TaxAssist support clients with setting up pensions, reviewing existing pensions, and retirement planning.

Book a free consultation with an Expert Pension Adviser today

For more information visit TaxAssist Financial Services to read about the team and the pension service we offer.

Pension Solutions

Financial Planning by TaxAssist provides a range of pension solutions, including:

  • Personal Pensions: Start saving for retirement, benefit from tax efficiencies and compounding interest to help your savings grow.
  • Limited Company Director Pension Contributions: Tax-efficient pension contributions for company directors, potentially saving on corporation tax and personal tax.
  • Pension Review and Consolidation: Optimise existing pensions to ensure they are well-invested and performing optimally.
  • Retirement Planning: Assistance with retirement planning, including withdrawal methods and tax implications.


Why Choose Financial Planning by TaxAssist?


"Excellent service and advice all round

Every step was explained clearly, communication was and is first class and nothing was too much trouble.

Moving from one of the largest Pension providers in the UK, dealing with Taxassist Financial Services has been a breath of fresh air."

Andrew Davis, Cornwall, 23 February 2024


  • Independent Financial Planners: Their highly qualified advisers can provide personalised and tailored pension services.
  • Free Initial Consultation: Financial Planning by TaxAssist offer a free initial meeting to discuss your situation and goals.
  • Ongoing Retirement Planning: They provide ongoing support to ensure your pension investments will meet your future plans.
  • Tax Efficient: Financial Planning by TaxAssist work hand in hand with your accountant to ensure your pension savings are as tax efficient as possible.


Get in touch

Book your free consultation today:


The value of pensions and any income from them can fall as well as rise and you may not get back the original amount invested.

Join us in three easy steps

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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.

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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.

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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.

Choose the right accounting firm for you

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?

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Local business focus

We specialise in supporting independent businesses and work with 80,423 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.

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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 409 locations, meet with us online through video call software, or talk to us by telephone.

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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.

See how TaxAssist Accountants can help you with a free, no obligation consultation

0800 0523 555

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