partner-HS

Miguel Ramskill

07540 187913

Thanks for taking the time to introduce one of your clients – rest assured they will be in good hands!

If you can please provide as much information as possible on the client and their property in the boxes below. This will help me to make an initial assessment on the viability of a Capital Allowances claim before I make direct contact with them to explain it all in more detail.

Feel free to give me a call or send an email if you would like to provide any additional details. Once I’ve contacted the client I will let you know the outcome and how things are progressing.

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Salesperson

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Partner

Your Information

We'll use this if we need to contact you regarding your introduction. It will also be registered to your name for reporting purposes.

Your Name

First Last

Your Email

Your Phone Number

The Introduction

Potential Client Name

First Last

This is for reference only, we won't contact the client without your prior permission.

Client Ownership

Current Property Owner

Purchasing a Property

Which of the above best describes the client you are introducing?

Ownership Type

Seller Type

The structure of the current ownership of the property.

Seller Limited Company Name

Purchaser Type

The intended structure of the purchaser.

Limited Company Name

Property Address

Street Address Address Line 2 City Postcode

This is the address of the property you are proposing for a claim. If you don't have this information, please leave this field empty.

Purchase Price

This is the price your client paid originally for the property or the price they are going to pay if they have not yet purchased the property.

Purchase Date

This can be an estimate.

Property Type

Improvement Spend

This can be an estimate and should include any extensions, significant improvements or development. If you are unsure, please enter 0.

Number of additional Holiday Lets owned

Would you like us to contact the Client directly?

Yes

Client Phone Number

Please ensure you have their permission to pass this to us.

Client Email Address

Please ensure you have their permission to pass this to us.

Notes