Home / About / Referral partners
For professional advisorsSpecialist depth for your clients.
We work alongside accountancy firms, solicitors, financial advisors and fiduciaries when a client needs transaction or specialist tax expertise.
How we work with you
A partner, not a competitor.
01
Your client stays yours
We focus on the specific mandate and keep you informed at every stage.
02
Specialist cover
M&A, valuations, restructures, international and capital tax, whenever you need depth.
03
Quick answers
A director will discuss a client situation with you informally before any engagement.
04
Clear terms
Scope and fees agreed in writing up front, with no surprises for you or your client.
Typical referrals
Where we add most.
- 01A client is approached by a buyerSell-side
- 02Succession or a family transferCAT / CGT
- 03Group restructure or new holding companyCorporate tax
- 04A valuation for shareholders or optionsValuations
- 05Relocation or non-dom questionsInternational
Refer a client
Tell us a little. We’ll take it from there.
Share only what you’re comfortable with. We’ll call you before contacting your client.
