For Accountants & Introducers
For Accountants & Introducers
Financial Planning
Whilst most referrals come from existing clients, we also receive new ones via our introducer agreements with accountants and Solicitors. Their clients benefit from specialist financial planning and common need areas include: –
- Wealth Planning
- Pre- and post-Retirement planning
- Workplace pensions, personal pensions, and income drawdown.
- Inheritance/ Estate planning
- Family income protection planning
- Share and Key Man protection.
- Mortgage advice.
SMH Wealth can be a significant benefit and would welcome a conversation with further accountants.
R&D Tax Credits and Patent Box claims are niche areas
Our firmly held belief is that astute accountants who don’t already employ in-house specialists within their tax departments should utilise the experience of a professional, independent specialist to support in this area. Having worked with accountants in this way, we have seen a number of accountants lose clients due to someone else informing them that they are eligible to utilise tax relief schemes, supporting them successfully in doing so, then persuading them to hand over the rest of the accountancy and audit work for good measure – something that most accountants will likely be very keen to avoid.
We do not offer any other accountancy services to our accountant referrals, nor do we wish to ‘take on’ your client in respect of accountancy or audit. We aim to ‘bridge the gap’, work with you and your client and in turn offer services that compliment your work with the client. Ultimately, we want to ensure that the client does not miss out on significant tax savings.
