We work with many organisations to help their clients or members:
- Take advantage of the flexible and generous programme
- Offer complementary services and deliver added value to your clients, by extending your service offering
- Strengthen your clients’ loyalty by working with the UK and Europe’s leading R&D Tax specialist
How does the referral partner programme work?
It’s really simple. Once you’ve joined the programme we work with you to help you identify the right targets in your network. We then ask that you introduce us to your contacts and we will set up an initial meeting with them to find any R&D Tax Relief opportunity.
Who is eligible to be a referral partner?
We work with both individuals and organisations including:
- Accountancy firms
- Tax advisors, trade associations & professional bodies
- Private equity firms
- Cost advisors
- R&D advisors
- Patent attorneys
But this is not an exhaustive list. We’d be happy to talk to you about the opportunities in your network.
What makes an ideal referral?
R&D Tax Relief is a benefit to support and encourage organisations engaged in Innovation and R&D. We work with CFOs and FDs, Senior Tax Professionals and Heads of Innovation and R&D, amongst others, across all sectors including:
- Pharmaceuticals and Life Sciences
- Building & Construction
- Software Development & Technology
- Engineering: Chemical, Electrical & Civil
- Manufacturing & Packaging
- Financial & Professional Services
- Energy & Renewables
How much do I need to know about R&D Tax Relief?
Don’t worry, we don’t need you to be an expert. We’re happy to give you an overview and we’ll also provide you with co-branded marketing materials that you can easily share with your clients. We’ll take it from there.
How does the referral partner programme increase my clients’ loyalty?
By offering complementary services to your network, you are extending your service offering and providing added client value. You and your client also get peace of mind, knowing that they are working with the UK and Europe’s leading R&D Tax specialist.
How much of a time commitment is being a referral partner?
That’s up to you. If you want to join us at meetings with your clients, we’d love you to come along. Otherwise, all we ask is that you give us a personal introduction and we can do the rest.
What support do you provide to your referral partners?
We work closely with our referral partners to ensure that the relationship is successful. We’ll partner you with one of our R&D specialists, who can answer any questions, and provide as much support as you need. We’ll also make sure you have co-branded marketing materials, by sector, that you can share with your clients, so they can easily understand the opportunity. They give a simple overview of the scheme and include examples of eligible activity and expenditure, so your clients understand whether they are likely to make a successful claim.