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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
The incorporating landlord: an accountant-and-adviser referral moment
Incorporation questions land on the letting agent's desk long before they reach any professional. Here is how to recognise the mo…
Why referral income compounds while fee income plateaus
Most firms hit a ceiling on fee income sooner or later, because it is tied to hours and headcount. Referral income behaves differ…
The first-time landlord who needs protection and a will
The first-time landlord is a financial crossroads dressed up as an exciting purchase. Your job is to spot the protection and esta…
The referral you already make for free — and what it's worth
Ask most firms whether they run a referral business and they say no. Ask whether they ever tell a client who to speak to about so…
Becoming the trusted hub: what happens when you can always say I know someone
There is a particular kind of firm clients never quite leave: the one that always seems to know who to call. Becoming that firm i…
The exiting landlord: CGT and where the proceeds go next
When a landlord decides to sell, the conversation does not end at completion. Two large questions open up, and neither is yours t…
The tax adviser's guide to pension and retirement referrals
Pension questions reach tax advisers before they reach financial planners. This guide covers where the advice boundary sits, the …
The exiting landlord: capital gains and a reinvestment referral
When a landlord exits, they complete with a tax event and a reinvestment decision on their hands. You are perfectly placed to int…
How to disclose a referral fee to your client
The disclosure conversation feels harder than it is. Here's the structure, the timing, and what a clean paragraph of wording actu…
The downsizer with six figures cleared and no plan
Downsizers are the clearest financial crossroads on your books: they complete with real money freed up and, very often, no idea w…
The pension nobody reviews: the referral moment accountants miss
Accountants see the contributions but rarely the pension itself. Here is how to recognise the review that never happens and refer…
The deposit that wasn't: inheritance and windfalls at mortgage stage
Inherited deposits and sudden windfalls surface at mortgage stage more often than most brokers realise. Here is how to handle the…
The referrals your practice already makes — and gives away for free
Every accountancy practice is a referral engine. Most run it for free. A look at the economics of the introductions you're alread…
Can accountants accept referral fees?
Short answer: yes. Longer answer: yes, with disclosure. Here's how the professional bodies treat referral commissions, in plain E…
The buy-to-let client whose questions go beyond the mortgage
Landlords ask investor questions, and investor questions run well past the mortgage. That makes the buy-to-let client one of the …
The annual allowance question — and where accountants should send it
Annual allowance questions look like tax queries but reach into regulated advice. Here is how to handle the handover cleanly.
The accidental landlord with no structure and no plan
Inherited a house, kept a flat after moving in with a partner, could not sell so let instead: the accidental landlord arrives wit…
Tenants in Common and the Will That Must Match the Ownership
The moment you set up a tenancy in common you change how a person's largest asset will pass on death. Very few clients realise th…
Tenant to buyer: the deposit, protection and will referral
When a tenant hands in notice because they are buying, they are entering exactly the moment several regulated professionals exist…
The retirement runway conversation accountants should start
Accountants see clients approaching retirement long before they act. Here is how to open the conversation and hand it to a regula…
Spotting the protection gap in your accountancy clients
Accountants are ideally positioned to notice when a client's income or business has no safety net. Here is how to spot it and ref…
Referral fees for probate professionals: what the rules actually say
A plain-English guide to the rules on referral fees for probate practitioners, estate administrators and funeral directors in the…
Referral fees for solicitors: what the rules actually say
Solicitors can pay and receive referral fees in most work. LASPO bans them in personal injury; the SRA Code governs the rest thro…
Referral fees for mortgage brokers: what the rules actually say
Mortgage brokers can pay introducers and earn fees for onward referrals. MCOB, the Consumer Duty and the FCA's conflicts rules sh…