Accountants
Help clients think beyond tax returns and business accounts to succession, beneficiaries and estate-planning documents. Introductions complement, rather than replace, specialist tax advice.
Xwills referral partnerships
Give your clients a more complete planning service
Work with a specialist estate-planning team for Wills, trusts and Lasting Powers of Attorney, while keeping your existing client relationships at the centre.
Professional introduction programme
40% referral revenue share
Xwills offers a 40% revenue share for referred cases to professional introducers across all sectors. The share is paid on completed, qualifying cases under the agreed referral terms.
We confirm how the 40% is calculated, including VAT, discounts, refunds and payment timing, in our straightforward partner agreement.
Added value for your clients
Our partners can also offer their clients preferential pricing on Xwills services, with the discount agreed for each partnership.
Clients remain free to choose their provider. All advice and document work is subject to Xwills’ normal suitability, scope and engagement process.
Who we work with
Mortgage advisers
Make Will and LPA conversations part of a more complete home-buying journey, especially where clients have dependants, shared ownership or changes in personal circumstances.
Life insurance professionals
Help clients consider how policy beneficiaries, trust arrangements and their wider estate plan work together. Regulated insurance advice remains with the authorised adviser.
Independent financial advisers
Support a more joined-up conversation around family protection, retirement, inheritance intentions and decision-making capacity, with clear boundaries between financial advice and document preparation.
Funeral plan providers
Support clients who are already thinking about future arrangements by introducing Wills and LPAs as separate, complementary planning decisions.
Why introduce estate planning?
A broader client service
Make relevant planning support easier to access without trying to deliver specialist work in-house.
Stronger relationships
Thoughtful introductions can help demonstrate care for clients’ longer-term family needs and encourage loyalty.
Clear boundaries
Your firm retains its professional relationship; Xwills handles its own engagement and document services.
How a referral works
- Discuss the opportunity. We agree eligible services, fee calculations and any client discount in writing.
- Obtain consent. The client understands the introduction and any applicable referral payment before details are shared.
- Introduce the client. With permission, the partner makes a warm introduction. Xwills discusses requirements and provides its own quote.
- Complete and account. Qualifying payments are made under the agreed terms after the relevant client fee has been received and any applicable cancellation or refund conditions are satisfied.
A straightforward, transparent partnership
Our 40% revenue-share offer is open to professional introducers across all sectors, including accountants, mortgage advisers, insurance professionals, independent financial advisers and funeral plan providers.
Each partner is responsible for checking whether they can accept referral payments under their own professional, regulatory or employer rules. We explain the referral fee arrangement to clients as required and only accept client information shared with appropriate permission and privacy safeguards.
Existing Xwills partner
Kings Oak Accountancy
A Somerset accountancy practice based in Midsomer Norton, providing accounting, taxation and business advisory services.
Andrew Coombs AFA MIPA
Midsomer Norton, Somerset
Support for business owners and families
Kings Oak Accountancy provides accounting, taxation and business advisory services. Xwills independently provides estate-planning services to clients introduced by professional partners.
Interested in becoming an Xwills partner?
Tell us about your practice and client base. We'll talk through the 40% referral share, client discounts and practical arrangements before proceeding.
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