SmartPeer
For professionals

SmartPeer for tax advisers

You quantify the exposure. SmartPeer routes the client to the people who fix it — and pays your practice for the introduction.

The referrals you already make

Tax advisers see the trigger before anyone else: the inheritance-tax exposure in this year's computation, the unused pension allowance, the capital gain from a business sale, the profit extraction that stopped making sense two Budgets ago. Each one ends the same way — “you should talk to someone about that” — and until now that sentence earned your practice nothing.

Introducing is not advising. A referral network keeps you exactly where you want to be — architect of the strategy, outside regulated advice — while the introductions you already make become tracked, evidenced and paid.

Four referral moments you saw this month

The IHT computation

You've quantified the exposure to the pound. Implementation — gifting, trusts, cover written in trust, a will that works — belongs to a planner and a will-writer you can now produce.

The allowance conversation

Carry-forward, tapering, the March deadline: you know what the client can contribute. What the pension holds and where it sits is an adviser's question.

The disposal

BADR claimed, CGT computed, proceeds sitting in a current account. The client's next question isn't a tax question — but it lands on your desk anyway.

The extraction review

Salary, dividends, pension: the efficient answer changes with every Budget, and it always ends in a regulated conversation about where the pension money goes.

How SmartPeer works for your profession

Professional-body codes centre on transparency and the client's interest — and SmartPeer generates a disclosure letter for every referral automatically. Your client consents online before anyone contacts them, every introduction is tracked to completion, and your commission statement reconciles to the penny. Free to join; your practice earns only when referrals complete.

What your firm gets

  • Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
  • Client consent captured online before any contact — GDPR built in, not bolted on
  • A disclosure letter generated automatically for every referral, on your letterhead
  • Live tracking from introduction to completion — no more black-hole referrals
  • A commission statement that reconciles: every introduction, every payment, every period
  • No fees, ever — SmartPeer earns a share only when your referral completes
Insights

Guides written for tax advisers

All articles →
Trust structuring: where the tax adviser stops and the specialist starts 26 June 2026 Trust structuring: where the tax adviser stops and the specialist starts Trusts sit at the intersection of tax and legal specialism. Tax advisers analyse the tax consequenc… How tax advisers add a referral income line without giving financial advice 10 June 2026 How tax advisers add a referral income line without giving financial advice Tax advisers refer clients to financial planners and will specialists every week, for free. Here is… The tax adviser's guide to pension and retirement referrals 9 June 2026 The tax adviser's guide to pension and retirement referrals Pension questions reach tax advisers before they reach financial planners. This guide covers where … Why tax advisers hear the inheritance tax conversation first 8 June 2026 Why tax advisers hear the inheritance tax conversation first Tax advisers quantify inheritance tax exposure before anyone else in a client's professional circle… Referral fees for tax advisers: professional rules and how to stay compliant 19 May 2026 Referral fees for tax advisers: professional rules and how to stay compliant Referral fees sit in a grey area for many tax advisers. Here is what the professional rules actuall… Introducing is not advising: the line tax advisers must hold 23 March 2026 Introducing is not advising: the line tax advisers must hold The whole model rests on one line: you introduce, you do not advise on the regulated work. Understa…

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Free to join, nothing to install, and your first referral takes about a minute. Vetted, certified, and paid properly.

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