Step By Step Guide to Referring Clients For R&D Tax Credits

Step By Step Guide to Referring Clients For R&D Tax Credits

The referral process is at the forefront of our Partner Programme, but the question is - how does it work? Well we take a deep dive into the Partner Programme, R&D tax relief, the 4 steps in our referral process, and how Alexander Clifford is the trusted choice for R&D tax credits.

How can you help clients to financially benefit from their innovations, while you receive an additional 6-figure compensation every year? Well it all starts with the Partner Programme that provides your clients with professional R&D tax credits management, while providing you with a lucrative revenue stream.?

The core of this partnership relies on you referring clients, while our specialist team collaborates with them to compile and submit credible claims. So we’re taking a look at the simple referral process that will allow you and your clients to benefit alongside one another.

About our Partner Programme

Partnering with Alexander Clifford is the prime opportunity for financial and business advisors to encourage innovative clients by offering them a financial incentive in the form of R&D tax credits.?

But the partnership doesn’t only benefit clients - by referring innovators, partners can increase their annual revenue, improve their professional reputation, and expand their services, which makes it the perfect opportunity for:?

  • Intellectual property managers
  • Venture capitalists
  • Financial advisors
  • Business advisors
  • Accountants
  • Investors

What are R&D tax credits?

The R&D tax credit relief is a financial incentive formed and managed by HMRC. Designed by the British government to incentivise scientific and technological advancement, the relief is built with strict guidelines and policy to ensure the authenticity of claims.?

Navigating these guidelines when making a claim can be time consuming, which is why we offer full R&D tax credit management, allowing clients to benefit from the expertise of specialist R&D consultants. Collaborating with our team ensures that every claim made is 100% eligible, and adheres to the latest HMRC policies.?

The Partner Programme referral process

In order to make this service smooth for our partners and their clients, we’ve set a 4 step referral process. Here’s how it works:


Guidance for new partners with Alexander Clifford from the following professions:

Intellectual property managers
Venture capitalists
Financial advisors
Business advisors
Accountants
Investors

Guidance is: 4 steps to referring clients for R&D tax credits

Step 1 - Identifying innovative clients
Step 2 - Getting permissions 
Step 3 - Putting us in touch with the client
Step 4 - Go about your regular business as we focus on getting your clients the relief that is owed them

Get more out of your business by joining the Partner Programme with Alexander Clifford

How we help with R&D tax credits

Not only do we ensure that every claim is eligible for R&D tax relief, but our specialist team also takes an active role in identifying the following:

What’s more, is that they work hard to write an in depth technical report before compiling and submitting an R&D claim. This process has allowed our team to submit over 2,400 successful claims on behalf of clients.?

And that’s what makes Alexander Clifford your trusted choice for R&D tax credits.

Click here to become a part of the Partner Programme.?

Andrew D.

R&D Tax Relief - Project Analyst at Alexander Clifford

5 个月

A lot of great information here, the Partner Programme looks so straightforward!

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