Deliver More Value to Your Clients

At Lumo, we’re always seeking to build strong partnerships with accountants, consultants, and advisors who want to offer additional value to their clients. By introducing your clients to our R&D tax credit services, you’ll help them unlock valuable financial rewards while enhancing your own service offerings.

How a Partnership with Lumo Works

Whether you’re a solo accountant or part of a larger firm, partnering with Lumo is simple. You introduce us to clients who could benefit from an R&D tax claim, and we handle the rest—ensuring the claim is successful and your clients receive the relief they deserve.

Check out the ‘Who can claim?‘ page to see the types of businesses that have the best chance of submitting a successful claim.

Why Partner with Lumo?

• Client Satisfaction: Your clients will thank you for helping them unlock valuable R&D tax credits, saving them significant amounts.
• Compensation: You’ll benefit financially from every successful claim made through your referral.
• Expert Support: We’ll provide full training and support, ensuring you understand how R&D tax credits can benefit your clients.

Ready to add more value to your clients and boost your practice?

What does the Partnership entail?

To ensure you fully understand the service we provide (and whether or not the businesses you’d like to introduce us to are likely to be eligible), we offer our partners training.

After this is done you’ll know exactly what Lumo can do for your clients, and what to look for in potential referrals.

You’ll also be given a number of case studies to share with any potential R&D claim candidates, as well as access to an eligibility checker to make sure potential candidates are suitable.

How will your clients benefit?

If they’re eligible for R&D tax credits, they’ll get money back from HMRC. Simple.

We’re R&D tax credit specialists, it’s all we do. And we’ve got a 100% submitted claim success rate, so you should be confident that any claim we submit will put the maximum amount of R&D tax credit money back into your client’s pockets.

It also means that your clients won’t have to deal with HMRC themselves. Give us the information we need and we’ll take care of the rest if we think the business is eligible. Our service is both a time saver and money maker.

We deal with Accountants too

We are happy to speak to Accountants who do not offer R&D tax credit claims as one of their core services. We will work in partnership with you to offer a unified and beneficial solution to your client. You leave the work up to us, and your clients get more out of their relationship with you. It’s a win-win situation.

Referral fee?

You will earn a referral fee for any introduction that leads to a successful claim. And we mean forever.

Every time we submit a successful claim for a client you’ve referred to us, you’ll earn a percentage of our fee. While this percentage does decrease after the first year, it does mean that one referral could be earning you a side income for your business for a long time to come.

All you need to do is get in touch to find out how much.

Next steps

If you would like to find out more about our  Partnership Program then please jump over to the contact page and get in touch with us either by email or phone call. One of our Account Managers will be more than happy to answer any questions you might have.