When your client hits a tax problem outside your remit — an overseas entity buying UK property, a complex restructure, a relocation — you need a specialist you can trust not to take the relationship. We take the work, solve it, and return the client to you. We never compete for your client.
We're the specialist tax firm solicitors, IFAs, mortgage brokers and accountants refer to when a client's tax matter is outside their remit — ROE verification, property, international, complex corporation tax — and we hand the client straight back. Your relationship stays yours.
Every professional adviser eventually meets a client problem that sits just outside what they do. A conveyancer faces an overseas company that can't complete until it's on the Register of Overseas Entities. An IFA has a client selling a business and facing a large, avoidable tax bill. A mortgage broker meets a landlord agonising over incorporation. An accountant hits transfer pricing or a cross-border structure they'd rather not improvise on.
The instinct is to refer — but the fear is real: refer to the wrong firm and you can lose the client. That single risk stops good introductions happening every day. We've built our referral relationships around removing it.
We handle the specific matter you refer and return the client to you. We don't pitch your services, take over the relationship, or market to them afterwards without your agreement. This is the whole basis of the arrangement.
Fast, clear, properly-documented work that reflects well on the person who made the introduction. Your client thanks you for sending them somewhere competent.
If a matter isn't right for us, we'll say so and point you in a better direction. We'd rather protect the relationship than take work we're not the best home for.
We may pay a referral fee where it's appropriate, and we're glad to refer work back to you. Any referral fee or arrangement is disclosed to the client, in line with our ACCA obligations. Tell us what works for your firm.
ROE verification for overseas-entity purchases (we hold the Companies House assurance code you usually can't), property tax on transactions, trusts and estates, and structuring on corporate deals.
IHT and estate planning, business sale and exit tax, UK–UAE relocation and residence, and the technical tax questions your clients raise that sit outside investment advice.
BTL incorporation analysis, Section 24 modelling, SDLT surcharges and the property-tax questions landlords ask before they restructure or buy.
Complex matters you'd rather not improvise — international and cross-border tax, transfer pricing, R&D claims, Outsourced Head of Tax support and group reorganisations.
If your client is an overseas entity buying UK property, the transaction can't complete until the entity is registered on the Register of Overseas Entities and its beneficial owners are verified — by a UK-regulated agent with a Companies House assurance code, which usually can't be the conveyancer.
We are that agent. You keep the conveyancing; we verify the entity and deliver the OE ID the Land Registry needs. It takes a blocker off your file without adding to your risk — and your client never leaves your care.
Tell us a little about your firm and the kind of work you'd refer. We'll come back to you to agree a simple, relationship-safe way of working together.
No obligation — this just starts a conversation.
We use cookies to improve your experience and understand how the site is used. Essential cookies are always on. You can accept or decline analytics and functional cookies. Read our Cookie Policy.