Professional partnerships

Our promise to partners

• No compete: we never offer a referred client the services you provide – including tax, accounts, legal work or will writing
• Your client stays your client: we work alongside you, and with the client's permission we keep you informed
• No referral fees or commission, in either direction – every referral is made purely because it is right for the client
• A written partnership agreement covering confidentiality, data protection and non-solicitation of your clients and staff
• Quick, professional responses – usually a call with the client within two working days

Why it works for your clients

Big moments – selling a business, a death in the family, a divorce, retirement – usually need an accountant, a solicitor and a financial adviser at the same time. When the three work together, nothing falls between the gaps: the tax planning, the legal documents and the money all point the same way.

From April 2027, unused pensions are due to count for inheritance tax, and the Budget has changed Business Asset Disposal Relief. Many clients will need joined-up advice over the next year.

Who we partner with

• Accountants and tax advisers – director pensions and extraction planning, exit planning, business protection, inheritance tax for business owners
• Private client and probate solicitors – investing an inheritance, funding inheritance tax, pensions on death, care fees planning
• Family law solicitors and mediators – pension sharing, rebuilding finances after divorce, mortgages and protection
• Corporate and commercial solicitors – shareholder protection to sit alongside shareholder agreements, key person cover, deal proceeds
• Business brokers and corporate finance advisers – planning before a sale and investing the proceeds afterwards
• Estate agents, conveyancers and commercial property agents – residential, buy-to-let and commercial mortgages, bridging
• Surveyors, architects and developers – development finance, bridging and commercial mortgages
• HR, payroll and employee benefits consultants – workplace pensions, relevant life and group protection
• General insurance brokers – life, income and business protection to complement the cover you arrange
• Care and later-life professionals – care fees planning and equity release advice

What partners get from us

• A two-way relationship: where your expertise is what our clients need, we refer them to you – never as a condition of anything
• CPD and technical briefings for your team, such as the pensions and inheritance tax changes and Budget updates
• Joint client meetings when a case needs both of us in the room
• Marketing support: ready-made material for you to share with your clients – guides, newsletters, Budget and tax-year updates – approved by our compliance team and co-branded on request
• Co-hosted seminars and webinars for your clients
• Our free tools – inheritance tax, pensions, business protection and more – to share with your clients

How to get started

Tell us a little about your firm using the form below. We will arrange a short call to understand your clients and how you work, then agree a simple written partnership agreement. There is no cost and no minimum number of referrals.