Our client referral programme is designed to reward our existing clients for introducing new faces to our Less Tax for Landlords Client Community.
As part of this referral promotion, we’re recognising the significant saving on marketing that we make as a business through client referrals, and once they become a new client you will be eligible for a referral gift or introducer earnings up to the value of £1000. The full amount of £1000 will be paid where the new client signs up for our full package service and joins the LT4L Client Community. Where a new client signs up for our growth package service with agreed upgrade to full package in 2 years, £500 will be paid on initial engagement.
If you know someone that you think would benefit from our services, please do get in touch using the form at lesstaxforlandlords.co.uk/referral, or by calling the office on 0203 735 2940 or emailing info@lesstaxforlandlords.co.uk or your usual contact.
If you are unsure if they would benefit from our advice, then below is a recap of who we can help:
- Are they in need of our support to run or further grow their property business?
- Have they been impacted by Section 24?
- Are they planning on deferring their July payment on account to January 2021? We could help them significantly reduce their payments in January.
- Or are they building a portfolio and will soon be at a size where their business is impacted and aren’t sure of the best route forward?
- Do they require a holistic consultancy approach to support the growth of their property portfolio?
- Are they concerned about IHT?
- Are they a higher rate tax earner?
You know of course that we cannot help everyone, but having been through the process we think you’re well placed to help us reach those landlords we can help the most across the UK.
We are always happy to speak with you in advance and in confidence to better establish whether or not we can help. Before contacting any referral we will also contact you to understand the best way to make an introduction.
Referral Program Terms & Conditions
There are a number of ways a new referral can take place:
- The existing client can complete a referral form at lesstaxforlandlords.co.uk/referral (Please note that this is a preferred method as this creates a clear audit trail)
- The existing client can contact the office directly to discuss making a referral and we will log the details
- The referral can call our office on 0203 735 2940, take the assessment at lesstaxforlandlords.co.uk/assessment, complete the form at lesstaxforlandlords.co.uk/contact or email info@lesstaxforlandlords.co.uk stating/indicating that they have been referred by the specified client
Please note that to ensure that any referrals are correctly allocated, the following conditions apply:
- There can only be one referring party allocated to a referral at any one time
- Any referral being referred to the less Tax for Landlords Group under the Referral programme should NOT be an individual that has already enquired with us previously and therefore not someone whose detail we already have on our database (except in the case of reactivation at our discretion as detailed below)
- If contacting us directly, the referral indicates the referee upon the first contact to the office when enquiring (e.g. at the point we first take their details) and when asked how they heard about us by the LT4L team
- We cannot apply the referral programme to any new enquiries retrospectively. The referral must be either made in advance of LT4L speaking to the new prospect or upon 1st enquiry the prospect must state how they heard about LT4L
Reactivation Policy:
Please note that for all referrals and referral schemes we do operate a common-sense and fair-play attribution policy. If a referral is already active within our client journey, then we will inform the referrer that the referral is already attributed. Typically, in situations where a contact has gone inactive for an extended period and more than 12 months have expired since any referral was initially made, and the referrer plays a key and active role in reactivating the process, then we will be happy to attribute the contact to the new referee. Any changes to the active referer will be made at our discretion.
Payment Policy:
This referral scheme applies for clients only and only pays out on confirmation of a ‘New Client’ or ‘Engaged Client’. A ‘New Client’ or ‘Engaged client’ is someone that has been through our prospect journey and attended the MTT at a cost of £2500 + VAT and subsequently become a client of Less Tax for Landlords by completion of all of the following:
- completing and signing our engagement form
- paying the full amount upfront for implementing their new business structure as outlined at their MTT or by entering a contractual arrangement to fulfil agreed credit terms with our 3rd party credit provider
- being confirmed as a new Client upon reciept by Less Tax 4 Landlords of the full amount owed to implement the new business structure, either from the New Client or from the credit provider.
As an existing client if you refer a New Client to Less Tax for Landlords you will be eligible for a referral gift or earnings of up to £1000. You can choose the following ways to receive this:
- Via bacs for the full amount
- You can split the amount between yourself and the individual you have referred in any denomination (in this instance the amount the new client will receive will be deducted from their set up costs).
- A red-letter day voucher
- A donation to your chosen charity
Please note if you nominate yourself to receive the referral gift/fee you will receive this one full month after we have received full payment from the new engaged client or the credit provider. If selecting cash you may need to invoice us for £1000 for a new package client, or as otherwise indicated for a non-package client, and if so this amount will be taxable income.
This promotion goes live 1st June 2020 and any referrals made prior to that date will not form part of this promotional referral programme. Please contact us separately to discuss these.
Please note that as with all LT4L Referral Programs the following apply:
- Any payment made under the scheme is subject to Less Tax 4 Landlords being in receipt of the relevant fees and the new client having signed our engagement form
- Any payment made under the scheme is subject to the referrer being up to date with any fees due to Less Tax 4 landlords and/or our group companies
- These T & C’s can be amended at any time and we reserve the right to withdraw the promotion at any time
- All payments made under the scheme are at Less Tax 4 Landlords’ discretion
Update: Terms amended 16th July to allow for payments less than £1000 to be made where a New Client does not engage with our full package service.