TaxAssist Group and Perspective launch strategic financial planning joint venture

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 joint venture combines TaxAssist’s experience supporting small business owners and individuals with Perspective’s expertise as one of the UK's leading financial planning firms. It forms part of The TaxAssist Group’s wider strategy to develop a broader ecosystem of complementary services around its core accountancy, tax and advisory offering.

Through TaxAssist Plus Financial Planning, clients can access advice across a range of areas, including:

• Retirement planning
• Investment advice
• Wealth management
• Inheritance tax and estate planning
• Protection planning
• Mortgages
• 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 operates from more than 70 offices across the UK, with circa 280 advisers, providing the scale and resources to support clients while maintaining access to experienced financial planning professionals.

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."

The joint venture brings together two organisations with a shared focus on long-term relationships, professional expertise and positive client outcomes. It also creates a platform for further development as the TaxAssist Plus proposition evolves.

TaxAssist Plus Financial Planning will support clients with increasingly complex financial decisions, from preparing for retirement and investing for the future through to protecting their family, managing wealth, succession planning 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