Partner programmeYour clients’ Capital Gains Tax, fully handled.
Refer clients who’ve sold property, shares or other assets. Our ICAEW-regulated team does all the CGT work and files with HMRC inside the 60-day deadline.
Beat the 60-day deadline
We complete and file each CGT return inside HMRC’s 60-day window, so your client never risks a penalty.
Client-safe by design
You never see tax figures, calculations or documents. Privacy-safe throughout.
How partnering works
Three simple steps. No tax work, and no chasing.
You refer a client
Send us a client in under two minutes, just their name and contact details. That is all we need from you.
We complete the CGT work
Our qualified team handles documents, calculations, client approval and HMRC filing, start to finish.
You track progress
Follow each referral through Stage 1, 2 and 3 from your dashboard, with no sensitive detail on show.
Partnering is always free for you, and it never changes what your client pays. A partner referral fee is part of the programme and is rolling out, we will confirm the details with you directly.