R&D relief, fixtures surveys, grant applications, finance introductions: specialist work that sits outside a general practice and that your clients will get from someone. Better that it is run properly, with you kept in the loop and paid for the introduction.
Talk about your client bookIntroduce the client, we run the work, you are copied on every step and the fee share is agreed in writing.
The client sees your firm. The named specialist, the surveyor or the authorised broker works behind you and reports to you.
When our clients need an accountant, a solicitor or a specialist adviser, we refer out. We are not trying to become any of those.
A service business is paid for a result. So are we. The model is the same on every page of this site.
Eligibility checks, matches and reviews are free. A fee exists only where a claim, a grant or a facility is actually taken on, and it is agreed in writing first.
R&D and capital allowance fees are a share of the benefit, paid when it lands. Finance and insurance introductions are paid by the lender or insurer, and that commission is disclosed to you.
A named adviser signs every R&D claim. A surveyor values every fixtures claim. An FCA-authorised broker places every facility and policy. We run the process and stay accountable for it.
No. The client relationship is yours. We do not offer accountancy, bookkeeping or year-end work and have no reason to.
On outcome-based work a share of our fee, agreed per service in writing. On regulated introductions, the disclosed commission is shared as the rules allow.
Yes, and we would rather you did. Every claim goes to the accountant of record before filing.
We come back with what it is worth and what it will cost you, which on most of these services is nothing until the money lands.