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The adviser panel

Independent advice. The client's choice.

When a purchase is complex, Stamp doesn't hand it to its own advisers, because it has none. The client chooses an independent tax firm from an open panel, or uses their own.

For firms

No in-house desk. No conflict.

Some tools send every complex case to their own advisory team. Stamp doesn't. The panel is open, the client chooses, and no one at Stamp gains from that choice. Your client gets advice from a firm they picked, and your file shows they were given the choice.

  • 01
    Open panelIndependent tax firms, not a single in-house desk.
  • 02
    Client's own adviser welcomeThey can share their result with an adviser they already use.
  • 03
    Declining is recordedIf the client goes ahead without advice, they confirm they have read the risk warning, and that goes on the record.
How a referral works

From range to confirmed figure.

The range

Stamp shows the client a low and a high figure and the reason.

The choice

The client chooses a panel firm, their own adviser, or no advice.

The hand-over

The chosen adviser receives the client's answers and the result.

The advice

The adviser confirms the position with the client directly.

For tax advisers

Complex SDLT cases, already triaged.

Panel firms receive cases where the client's answers have already flagged the complication, with every answer on record. You advise the client directly, under your own terms.

No joining fee. No subscription. Instruction-ready cases.

What we look for

The standard we hold to.

  • ✓
    Professional bodyRegistered with a recognised professional body, such as CIOT or ATT, and in good standing.
  • ✓
    Qualified advisersEveryone advising on SDLT holds the CTA qualification or equivalent.
  • ✓
    SDLT experienceAt least two years of demonstrable SDLT casework.
  • ✓
    Professional indemnity insuranceCovering SDLT advice, with proof provided every year.
  • ✓
    A clean disciplinary recordWith your professional body.
How joining works

Five steps to live.

  1. Call. An introductory call, then a mutual NDA.
  2. Apply. Complete the form below and upload your PII certificate and proof of qualifications.
  3. Review. We check your application, usually within two to three working days.
  4. Agree. We issue the panel agreement for signature.
  5. Go live. A guided set-up call for your firm's profile, then your firm appears on the panel.

What clients see: your firm's profile, specialisms, professional details and insurance. Clients choose the firm; Stamp doesn't assign cases.

Apply

Apply to join the panel.

We review every application personally. Joining the panel doesn't guarantee a volume of cases; clients choose their adviser. We focus on quality over quantity.

Read the adviser panel terms.