Tax Finance Introducer Programme
If you are an accountant, solicitor, insolvency practitioner, financial planner, or other professional whose clients face tax payment challenges, DBF's introducer programme provides a structured, FCA-compliant referral relationship. Your clients receive independent, regulated specialist finance advice.
Partner with Doulton Bridging Finance
You benefit from a reliable, professional referral destination for the cases you cannot resolve through other means.
Introducer Programme - Who It Is For
| Professional type | Typical cases they refer | What DBF arranges |
|---|---|---|
| Accountants / tax advisers | VAT, CT, SA, R&D credit bridging | All business and personal tax types - fastest route to specialist finance |
| Solicitors (private client / family) | IHT, probate, estate CGT, divorce SDLT bridging | Estate and IHT specialist - works alongside estate administration |
| Solicitors (commercial) | CT, VAT, SDLT on commercial transactions | Commercial tax bridging alongside property transactions |
| Insolvency practitioners | HMRC arrears rescue, CVA support | Business rescue tax bridging - specialist turnaround lenders |
| Financial planners / IFAs | SA, dividend tax, estate planning | Director and HNWI personal tax bridges |
| Mortgage brokers / property consultants | CGT, SDLT, BTL-linked SA tax | Property investor tax bridging - complements mortgage advice |
Indicative rates - August 2026. Rates change daily. Actual rate depends on LTV, security, credit profile, loan size, and exit strategy. Contact our team for a live rate comparison for your specific case. All rates sourced from lender product sheets and publicly available market data.
What determines your rate
How the referral works
Step 1: You identify a client with a tax payment challenge. Step 2: You contact DBF by phone or email with the basic details (tax type, amount, deadline, security available). Step 3: DBF provides indicative terms within 2 hours. Step 4: With the client's consent, DBF makes direct contact to progress the application. Step 5: DBF handles everything from AIP to completion. Step 6: You are kept informed at key stages.
FCA compliance for introducers
The FCA regulates the promotion and introduction of financial services. Professional introducers who refer clients to a regulated firm are typically not themselves required to be FCA authorised, provided they do not give regulated financial advice and their referral activity is incidental to their main professional activities. However, the position varies. We recommend taking your own professional compliance advice before beginning a formal referral arrangement.
Introducer remuneration
Introducers may receive a fee or commission for referrals under an FCA-compliant arrangement. Any payment must be disclosed to the client (as part of our MCOB/CONC remuneration disclosure obligations). The amount and structure of any introducer remuneration are agreed in the introducer agreement between DBF and the introducing firm. We do not charge clients a separate broker fee.
What we expect from introducers
We expect: accurate information about the client's situation; client consent for DBF to contact them; no misrepresentation about DBF's services; and prompt communication if the client's situation changes materially after the referral. We do not expect introducers to assess the finance - that is our role.
Worked cost example
How a referral relationship works in practice:
Accountancy practice: 45 business clients. Of these, approximately 10 per year face a tax payment challenge (VAT, CT, or SA). Previously, the accountant's only advice was "call HMRC TTP" or "speak to your bank."
After partnering with DBF: the accountant now refers 8 of the 10 to DBF (2 are large companies where TTP is clearly appropriate). DBF arranges bridges for 6 of the 8. 2 cases are declined (not viable).
Outcome for the practice: 6 clients who previously had a tax problem now have it solved. Client retention improves. Referrals to the practice increase (clients who were helped tell colleagues). Professional standing enhanced.
The practice refers one of DBF's completed clients who then asks for commercial property finance - another opportunity for the practice's broader advisory relationship.
Rate context and outlook
Introducer partnerships are a core part of the UK specialist finance market. Most bridging finance transactions are introduced by a professional intermediary - accountants, solicitors, estate agents, or mortgage brokers. DBF's tax finance introducer programme is specifically designed for professionals in tax and legal disciplines who encounter the tax payment gap regularly and need a reliable, regulated referral partner.
Get a personalised rate comparison for your case
Independent, whole-of-market advice across 130+ specialist lenders. Doulton Money Ltd is authorised and regulated by the Financial Conduct Authority, FRN 814533.
Frequently asked questions
Do I need to register as an FCA introducer to use this programme?
Whether you need FCA authorisation depends on the nature and extent of your introduction activity. If referring clients is incidental to your main professional activities and you are not giving regulated financial advice, FCA authorisation for the introduction itself is typically not required. We recommend seeking compliance advice from your professional body or an FCA compliance specialist before beginning formal referral activity.
How is the introducer agreement structured?
The introducer agreement is a simple commercial document setting out: the nature of the referral activity, the remuneration arrangement (if applicable), the FCA disclosure requirements, the data protection provisions, and the referral process. We provide a standard agreement that meets FCA requirements. The agreement is typically signed before the first formal referral.
Can I refer cases to DBF before a formal agreement is in place?
Yes - we will handle any referred case on its merits regardless of whether a formal agreement exists. If the referral activity continues and a formal remuneration arrangement is appropriate, the agreement is put in place at that stage. We do not turn away good referrals due to administrative formalities.
What information is disclosed to my client about the referral?
DBF's client documentation includes FCA-required disclosure of how we are paid (procuration fee from the lender) and any introducer relationship. Clients are informed that they have been introduced by their adviser and that the adviser may receive a fee for the introduction. This is standard FCA disclosure practice and does not cause concern for clients.
How do I refer a case today?
Call 0204 6211776 (8am-8pm, Monday-Sunday) or email team@doultonbridgingfinance.com with the client's basic details. We respond within 2 hours during business hours. For urgent cases - deadline within 5 days - call us directly and identify the case as urgent.
Explore tax payment finance
Refer a case to Doulton
Introduce a client and we handle the finance from first call to completion, keeping you copied throughout. Your relationship stays yours.