Referral Partnerships

Become a Yuzu Group referral partner

If you offer services commonly classified as R&D, or you are an accountancy or IFA, did you know there is a good chance that your clients can reclaim up to 33% of their eligible R&D expenditure under the R&D tax credit schemes? Such large rebates put more cash back into your client's pockets to spend with you.

That's where you come in.

We want to partner with you to expand our referral network for quality R&D tax credit claims. Whether your clients have submitted before or this is their first claim, we will create a high-quality submission to generate maximum claim values.

The really juicy bit? For each successful claim you refer to us, we'll give you a generous referral bonus. For this year, and every subsequent year your client claims through us.

What is the R&D tax credit scheme?

Launched in 2001, the Government's scheme was introduced to incentivise business and economic growth by enabling eligible businesses to claim back up to 33% of their research and development expenditure under the two schemes (SME, for small business, and RDEC, for large enterprises).

Business eligibility and identifying eligible expenditure can be challenging. This is where we come in. Our specialist consultants have extensive experience in the world's largest consulting firms, so your clients are in the best hands.

Check out our web pages containing information on eligibility, the process and even a claims estimator.

What's in it for you?

In return for your endeavours, we'll pay you generous commissions for every successful claim you refer, linked to the eventual value of their claim.

This is paid out upon conclusion of the claim. We can process claims in as little as eight weeks.

What's more, you'll get your referral fee for every subsequent year they successfully claim with Yuzu Group.

What's the process?

We'll give you all the support you need to identify and promote the idea of claiming R&D tax credits to your clients. When you sign up to become a referral partner we'll give you sales information to share with your clients to learn more about the scheme and how we can support their growth.

Submitting a lead is easy. We'll send you a link to a secure webpage where you can safely enter your client's information that links directly to our client management system. Upon safe receipt, we'll email you to let you know and our client handling team will keep you updated as your client's claims progress.

1. We add you to our system as a Yuzu Group referral partner
2. We provide you with promotional information to support client onboarding
3. You get to add critical value to your clients by telling them about R&D tax credits
4. You put your client's contact information into our secure web page (make sure you have their permission first!)
5. We confirm receipt of your client's information and our account handling team take it from there

From here, we follow our process of claiming R&D tax credits

We're a cut above the rest

What's the catch?

Claiming R&D tax credits from HMRC is totally risk-free. The only upfront requirement is some time to talk to our specialist consultants to discuss the particulars of the claim, then we do the rest.

• No capital outlay required to claim
• Results-based fees
• No-win, no-fee
• Funds are being claimed that have already been spent

R&D tax credits explained