If your network includes MDs, CEOs, FDs or anyone involved in commercial property, we could give you an easy revenue stream which adds value to you and your network.

Who we are

Becoming a referring partner with Catax can significantly improve your bottom line while also making you more attractive to your clients. The vast majority of your network will be eligible for Capital Allowances, R&D and the Patent Box tax relief, so you will already have a large pool of receptive clients. Most people will be completely unaware of the potential money they could claim back. It’s almost like handing out money, so it’s an easy sell.

All you need to do is make the introduction and we’ll do the hard work. Our dedicated account managers will work directly with your client to ensure they get the biggest claim possible while requiring only a few hours of their time. Once your client receives their rebate or tax liability reduction, we’ll reward you with a healthy commission – and your client will reward you with increased loyalty!

We have already partnered with many of the UK’s top solicitor and accountancy firms so you know you can trust our experience.

If you’re a solicitor, you have a legal obligation you may not be compliant with

UNIQUE AND PROFITABLE

LARGE POOL OF POTENTIAL CLIENTS IN YOUR NETWORK

Why refer your clients to us

  • Easy bolt-on revenue stream with our generous commission structure.

  • Quick to sell as most of your clients will be eligible and yet unaware.
    A simple explanation will often result in a referral.

  • There’s a huge pool of untapped potential clients waiting in your existing network.

  • Referring Catax gives you a reason to make contact with clients and increase sales.

  • Our reputation sells itself. We’re the experts and our service is unique.

  • Broaden the services you offer without taking on new skills or extra specialist staff.

  • Helps improve client retention. After all, you’re the one who told them about tax relief that resulted in a big refund.

  • Helps you with referrals as your existing clients tell their peers
    about the sizeable refund you got for them.

  • All you need to do is make the introduction and we’ll do all the hard work.

  • Your client will get the highest claim possible. We know how the claims procedures work.

  • You have a legal obligation if you’re a solicitor, which you can’t ignore
    or satisfy with just a tick in a box. We’ll keep you compliant.

Click here to receive a call from one of our tax relief experts

Partnerships and associations

We are long-term partners with the Law Society, the ICAEW and the IET so you can be sure that our service is second-to-none. We are also partners with many of the UK’s top solicitor and accountancy firms – why not join them in referring your clients to us?

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Use our calculator to find out how much Capital Allowances tax relief you are entitled to

Property Type

Purchase cost

Cost of improvements

Ownership

Tax Rate on Profits

Estimated Capital Allowances identified

Tax saving & cheque back

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