Referral partnership
Uplift Tax identifies R&D, Capital Allowances, and Land Remediation Relief opportunities for SMEs. When you refer a client, we handle the specialist introduction and the entire process. You keep the relationship.
The arrangement
You identify a client you believe may qualify for R&D Tax Credits, Capital Allowances, or Land Remediation Relief. A brief introduction by email is all that is needed.
We review the client's situation and send them a written assessment. If they qualify, we recommend a specialist introduction. If they don't, we tell them clearly.
If the client agrees to proceed, we introduce them to an HMRC-registered specialist. The specialist handles all technical work: data gathering, claim preparation, submission, and HMRC correspondence.
On HMRC approval, you receive 10% of the specialist's fee. If a £200,000 R&D claim is approved and the specialist's fee is 20%, the specialist earns £40,000 and you receive £4,000. Your client pays nothing unless their claim is approved.
Your practice
The specialist handles all technical work: data gathering, technical report writing, claim submission, and HMRC correspondence. Your involvement is the initial referral and a client-relationship check-in. That is it.
We do not sell any additional services to your clients. We are an introducer. Once the introduction is made, we step back. The specialist relationship is between the specialist and your client. You remain their accountant.
The specialist introduction comes from you. Your client knows you identified this recovery. That is a tangible service event that strengthens the relationship and makes you harder to replace at renewal.
We work with HMRC-registered specialists only. The technical work is done by people qualified to do it. Referral arrangements are standard practice. We can provide documentation to support your professional disclosure obligations.
Honest answers
Most clients are grateful when their accountant identifies a recovery they did not know about. Being the person who unlocks that value strengthens the relationship.
Consider the alternative: a cold email from Uplift Tax reaches your client directly. They ask why you did not spot this. That is the conversation you want to avoid. A referral keeps you in control of the narrative. You found it. You introduced them to the right people. You stay central.
If they have already submitted a claim for the relevant relief, we would not duplicate it. We will tell you this clearly after our initial assessment.
If they have claimed for one relief type but not others, there may still be an opportunity. We assess all three reliefs and will only recommend an introduction where we see a genuine gap.
Referral arrangements are standard practice in professional services. You should satisfy yourself that the referral fee arrangement is disclosed appropriately to your client, as required by your professional body and the relevant regulatory guidance.
We can provide a written description of the arrangement, the fee structure, and the specialist's credentials to support your disclosure. Email [email protected] and we will send this over.
This is the most common scenario and the most straightforward to handle. You can position a specialist review as due diligence, not a contradiction. "I want to make sure we have not missed anything" is a professional and client-centric framing.
If the specialist confirms your assessment, your credibility is reinforced. If they find a valid claim, your client gains cash they would not otherwise have received, and you are the person who made it happen.