No nonsense, practical, solutions-focused, advice, which gets straight to the point. We help make the complex simple.
Our professional adviser clients work with us for many reasons.
We are happy to engage in whichever way suits you and your practice. We recognise that there are sometimes reasons why you may want to keep us in the background and should you wish we can address our advice to you on a white-label basis.
Alternatively, you may wish to introduce us to your clients directly as your strategic tax partner and if this is your preference, that is also fine, we are also happy to speak to your clients directly if that is your preference. You are welcome to take part in our calls with your clients, or you may just want us to provide updates when applicable. We find that most of our professional advisers just want to know that their clients are in safe hands and are receiving the advice they need as this helps strengthen their relationship with their clients.
You should be aware that where we engage with you on a white-label basis, we would not normally have any direct contact with your client. Our advice would be addressed to you, and you would need to be comfortable talking to your client through that advice.
We are happy to consider the best option on a case-by-case basis.
We always charge for consultancy work on a fixed fee basis, with the exception of certain investigations and disclosure work, which is charged on an hourly rate.
If we engage you on a white-label basis, our engagement is with you, and our fee is charged to you. You can pass that fee on to the client in whichever way suits you at whatever margin you feel is appropriate.
If you refer your client to us directly, our engagement is with them and our fee is charged to them.
Many professional advisers make referrals to their clients as an added value service, but some wish to be paid for their referrals and we are always happy to discuss this.
For Tax Partner Pro members a 10% discount applies to all consultancy projects whether engaged on a white-label basis or as a result of a direct introduction to your client.
We offer expert support across a wide range of tax matters, including inheritance tax (IHT), VAT, R&D claims, business structuring, demergers, and more. Whether it's a one-off issue or an ongoing need, we help simplify complex problems for you and your clients.
Yes, this is often an option. If preferred, we can work in the background and address all advice to you, allowing you to present it directly to your client. This helps you retain control of the relationship while still delivering expert insight.
We typically charge fixed fees for consultancy projects so you can plan with confidence. Some cases, like investigations or crypto tax data analysis, may be billed hourly. If we’re engaged on a white-label basis, we bill you directly, how you invoice your client is up to you.
Absolutely. Many advisers introduce us to their clients as a trusted specialist partner. In this case, we engage directly with your client and bill them directly. We’re also open to discussing referral arrangements if you prefer.
Yes. Tax Partner Pro members receive a 10% discount on all consultancy services, whether we're working under your brand or directly with your client.
