For introducers
Refer a client's deal in two minutes.
Tell us about the deal and we'll come back to you within one working day with an initial view. You stay the lead adviser.
FAQs
Frequently asked questions
How do I refer a client to Transaction Tax Partners?
Complete the short form on this page with your details and a few facts about the deal. It takes about two minutes. We'll reply to you, not your client, within one working day with an initial view and a suggested next step.
Do I need my client's permission before referring them?
Yes. Please only share your client's details once they've agreed. The form asks you to confirm this. If you'd rather not name the client yet, a short description of the business and the deal is enough for us to give an initial view.
Will you contact my client directly?
Only if you want us to. You stay the lead adviser. We can report through you, join your calls with the client, or speak to the client directly with you copied in, whichever suits you and the deal.
What happens after I send a referral?
We review it and come back to you within one working day. Usually that means a short call or note on the main tax issues and what we'd need to look at in more detail, so you can decide how to take it forward with your client.
What kinds of deals can I refer?
Sales, acquisitions, management buy-outs, Employee Ownership Trusts, demergers and pre-sale restructuring, typically for businesses worth £1m to £50m. We also advise on UK deals with buyers, sellers or investors in the UAE and Saudi Arabia, on the UK tax side.
Can I refer a deal that's already under way?
Yes. Earlier is better, but we often help part way through a deal, for example reviewing heads of terms, preparing for buyer due diligence or negotiating the tax schedule of the sale agreement. Tell us how urgent it is on the form.
Will you try to take on my client for other work?
No. We only advise on transaction tax and the shareholders' related tax planning. We don't do accounts, audit, legal or corporate finance work, so we're never competing with you for the client.
Is the information I send kept confidential?
Yes. Referral details are used only to respond to your referral, as set out in our privacy policy. Please don't include anything in the form that you'd rather discuss on a call.
Can I just call or email instead?
Of course. Email taxadvisory@aswatax.co.uk, or call or WhatsApp +44 7537 143695. The form simply helps us come back to you faster with a useful first view.
Who will deal with the referral?
A senior adviser. Our advice is led by a Chartered Tax Adviser, with a Big 4-trained team. The person who reviews your referral is the person who would advise on the deal.
