TaxAssist Plus Financial Planning brings together TaxAssist's trusted accountancy and advisory relationships with Perspective's financial planning expertise, creating a proposition designed to support clients at every stage of their financial journey.
The partnership combines TaxAssist's established reputation for supporting small business owners and individuals with Perspective's expertise as one of the UK's leading financial planning firms. Research undertaken during the development of TaxAssist Plus found strong demand from clients for broader support through organisations they already know and trust. Clients consistently viewed the concept as a natural extension of the TaxAssist relationship, with many valuing the opportunity to access trusted specialists through their accountant.
Through TaxAssist Plus Financial Planning, clients will have access to a comprehensive range of financial planning services, including retirement planning, investment advice, wealth management, inheritance tax and estate planning, protection planning, mortgages and corporate financial planning. The proposition has been designed to provide clients with access to specialist expertise whilst maintaining the personal relationship and trust they already have with their local TaxAssist Accountants office.
Perspective is one of the UK's leading whole of market financial planning firms, operating from 70+ offices nationwide and supported by circa 280 advisers. The partnership provides TaxAssist clients with access to experienced financial planning professionals whilst benefitting from the scale, resources and infrastructure of a growing national organisation.
The partnership brings together two organisations that share a commitment to delivering long-term value, trusted advice and exceptional client service.
For TaxAssist, the launch represents an important step in extending the breadth of support available to clients beyond traditional accountancy and tax services. For Perspective, the joint venture creates an opportunity to make high-quality financial planning advice accessible to a wider audience of business owners, individuals and families across the UK.
Daren Moore, Chief Executive Officer of TaxAssist Group, said: "TaxAssist has built its reputation on supporting clients through trusted, long-term relationships. As client needs continue to evolve, we believe it is important that we can connect them with high-quality specialists who share our values and commitment to service.
"TaxAssist Plus Financial Planning gives our clients access to professional financial planning expertise through a trusted partner, helping them make informed decisions about their future while continuing to benefit from the relationship they have with their local TaxAssist office."
Ian Wilkinson, Chief Executive Officer of Perspective Financial Group Limited, said: "We are delighted to be launching TaxAssist Plus Financial Planning alongside TaxAssist. Both organisations share a strong client-centric culture and a belief in building lasting relationships based on trust, professionalism and positive outcomes.
“This partnership creates an exciting opportunity to broaden access to financial planning services and help more clients achieve their long-term financial goals through expert advice and support."
Launching a venture of this scale requires extraordinary commitment from teams across multiple disciplines. Both Daren Moore and Ian Wilkinson have expressed their sincere thanks to everyone involved in bringing the venture to life.
TaxAssist Plus Financial Planning has been established to help clients navigate increasingly complex financial decisions, whether they are planning for retirement, investing for the future, protecting their family, managing wealth or considering succession and estate planning.
The proposition forms part of TaxAssist's broader strategy to create a more comprehensive support ecosystem around its clients, bringing together specialist expertise through carefully selected partnerships while maintaining the high levels of service and trust on which the business has built its reputation.
July 2026
