We regularly work with professional advisers to provide tax consultancy support across the full range of our tax services, from IHT to VAT, to R&D to demergers.

We recognise that it can be hard to be all things to all people and our straightforward solutions focused advice will help you provide proactive advice to your clients.

What do we offer?

No nonsense, practical, solutions-focused, advice, which gets straight to the point. We help make the complex simple.

Why use us?

Our professional adviser clients work with us for many reasons.

• • To enhance the value of the services they offer their clients
  • To grow their practice with proactive value-added services
  • To help manage risk
  • To ensure that clients want to stay with them and don’t look to larger practices that may have in-house tax expertise
  • To obtain second opinions
  • To deal with short-term resource gaps
  • To assist with areas of tax specialism which they don’t have in-house

How do we work?

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 your client through that advice.

We are happy to consider the best option on a case-by-case basis.

How do we charge?

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.

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