Client Referral Form

If you have a client and wish to explore the possibility if they are eligible for capital allowances on their commercial property then refer a client for a FREE review. Simply complete the form below, and we’ll take care of the rest.

The information you provide is strictly private and confidential and will not be shared outside of CA Select. We can only make our assessment based on the information you provide below.

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Full Name *

Full name of referring company/organisation

Company Name *

Referring company name

Email *

Referring email

Date second Client

Phone Number

Referring phone number

Job Title

e.g. accountant, tax adviser, partner etc.

Client Name *

Client Full Name

Client Business Name *

Client Email Address *

Client Telephone Number

Client Industry *ManufacturingRetailHospitalityCare HomeOfficeWarehouseOther

Client Legal Status *Sole TraderLimited CompanyPartnershipLLPOther

Type of Property Owned *WarehouseOfficeCare HomeRetailHotelFurnished Holiday Let (FHL)Home of Multiple Occupancy (HMO)IndustrialOther

Is this a new build or second hand property?New BuildSecond handOther

Property Address *

Purchase Date

If known

Property Cost0-500k500k – 1m1m+Other

Has the client made any extensions or refurbishments?YesNoUnsure

If yes, cost for extension / refurbishment?

What is the total cost (if known) for extension / refurbishment

Date of extension / refurbishment

If known

Any extra details about the client or property that may help us assess their eligibility for Capital Allowances?

Optional

Consent & Submission *

• I confirm that I have permission from my client to refer their details to CA Select Limited for the purpose of a Capital Allowances assessment.

Please send me updates and insights on Capital Allowances for my clients.

• Please send me updates and insights on Capital Allowances for my clients.

Submit