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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Referral fees — clear filter
Specialise, then refer the rest: the referral case for niching
Specialising makes a firm memorable and referable, but it also raises more out-of-scope questions. A referral network is what mak…
Profit extraction that stopped making sense: the advice handover
Profit extraction planning is core tax adviser work, but the most efficient answer increasingly points to pensions and personal f…
The non-dom or expat client and the specialist referral
Internationally mobile clients generate some of the most complex triggers a tax adviser sees. You analyse the UK tax position; th…
Mortgage completion: the protection and advice moment you're standing in
The moment a client takes on a large mortgage is a textbook trigger for protection and wider advice. Here is how to spot it and r…
How marketing agencies can offer financial-advice referrals without becoming regulated
Marketing agencies hear founders' real financial ambitions before almost anyone else. Here is how to refer those moments to regul…
How IT consultants can offer financial-advice referrals without becoming regulated
IT consultants become accidental confidants to owner-managers. Here is how to turn the money questions you cannot answer into com…
How insurance brokers can offer financial-advice referrals without becoming regulated
Insurance brokers are regulated — for insurance. Pensions and investment questions sit outside most brokers' permissions. Here is…
How HR consultants can offer financial-advice referrals without becoming regulated
HR consultants hear financial questions from exiting employees, anxious managers and owner-clients alike. Here is how to refer th…
The IHT computation that becomes an estate-planning referral
Tax advisers see the inheritance tax exposure before anyone else does, usually while preparing something else entirely. Here is h…
How referral tracking works — and why it protects you
When you make an introduction, something has to record that it happened, tie it to any eventual fee, and stand up to scrutiny lat…
How to disclose a referral fee to a client, properly
Disclosing that you earn a share when you refer a client is not an awkward admission to be buried; it is a professional obligatio…
A capital gain crystallised: the proceeds referral moment
A crystallised capital gain is one of the most time-sensitive triggers a tax adviser sees. You compute the gain and the liability…
A business sale on the horizon: the proceeds referral moment
When a client is heading toward selling their business, the proceeds are a major referral moment. Here is how to spot it early an…
BADR and a business sale: the personal-proceeds referral
A business sale is a rare, high-value moment where a tax adviser is deeply involved and the client is about to receive substantia…
A referral income guide for marketing agencies: from introduction to commission statement
Marketing agencies hold monthly retainer conversations with founders whose money questions have nowhere to go. This guide covers …
A referral income guide for IT consultants: from introduction to commission statement
IT consultants serve contractors and founders wrestling with IR35, retained profit and exit plans. This guide traces a compliant …
A referral income guide for insurance brokers: from introduction to commission statement
Insurance brokers hear pension and investment questions they cannot answer under their own permissions. A structured referral tur…
A referral income guide for HR consultants: from introduction to commission statement
HR consultants stand next to employees at the exact moments financial advice matters most. This guide maps the compliant path fro…