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Our Referral Programme: Simple, Transparent, Rewarding

Earn competitive fees whilst your clients receive specialist R&D tax relief support.

What You Earn

Our referral fees are individually negotiated and confidential, ensuring fair compensation based on the nature of the partnership and referral volume.

Typical referral payments: £2,000 - £5,000 per successful client claim

Your clients pay Innovation Plus 20%-25% of the benefit received (no win, no fee basis). You earn a percentage of our fee without any client cost increase.

Referral fee structure:

  • Percentage of our success fee on the first claim (rates negotiated individually)
  • Paid when client receives HMRC payment and settles our invoice
  • No ongoing commission required—simple, one-time payment per new client referred

Free Specialist Support for Partners

As a referring partner, you receive:

Unlimited eligibility assessments for your clients (no cost to you or them)
Technical advice on R&D qualification criteria
HMRC enquiry defence for referred clients
Client-specific R&D potential reviews
Regular updates on claim progress
White-label service option (we work behind your practice)

No minimum referral volume. No annual fees. No hidden costs.

Simple One-Page Agreement

Our Partner Referral Agreement covers:

  • 1
    Confidentiality terms
  • 2
    Referral process and confirmation
  • 3
    Fee payment terms
  • 4
    Client relationship management
  • 5
    Termination provisions

Once signed, simply email us client contact details each time you want to refer. We confirm receipt for your records and handle everything from there.

Frequently Asked Questions

Q: When do I get paid?

A: Referral fees are paid when the client receives HMRC payment and settles our invoice. Typical timeframe: 4-8 weeks from claim submission.

Q: What if the claim doesn't qualify?

A: We inform you immediately. No cost to you or your client. You can continue referring other clients.

Q: Can I stay involved in the claim process?

A: Absolutely. You decide your level of involvement—from full white-label (we work invisibly behind your practice) to complete handoff.

Q: Are there exclusivity requirements?

A: No. You're free to work with other R&D advisors if you prefer, though we're confident you won't need to.

Q: Is there a minimum number of referrals?

A: No minimum. Refer one client or twenty—entirely your choice.

Ready to Start Earning Referral Fees?

Join our network of accountancy partners across the UK.