One stamp duty process. Every adviser, every purchase.
For mortgage networks, conveyancing panels and the platforms behind them. Give every adviser or firm the same client-led stamp duty check, and see across all of them how it's used.
One adviser's guess is a risk. A thousand advisers' guesses is a pattern.
Across a network, stamp duty is handled however each adviser or firm decides. Some ask, some don't, and some give a view they aren't permitted to give. In 2019 the Ombudsman upheld a complaint against a network after its adviser told a client the higher rate wouldn't apply.
Mortgage Solutions, August 2019.
Consistency you can show.
Policy, not choice
The same check on every purchase, set as network policy.
Evidence by firm
Monthly reporting by firm, office or adviser, for compliance and file review.
Consumer Duty, shown
Foreseeable harm flagged at the fact-find, with the client's own answers on record.
Nothing for advisers to learn
They send a link. The client does the rest.
The FCA expects brokers to "go beyond assessing whether the customer meets a lender's criteria".
FCA letter to mortgage intermediaries, January 2025.
Four steps to network-wide.
Agree the policy
Which purchases get a check, and when in the process.
Connect and brand
We connect to your CRM or platform and put your name on the client link.
Brief the advisers
A short briefing and a one-page guide for every firm.
Report monthly
Usage and results by firm, to your compliance team.
No set-up fee. No subscription.
We'll take you through the model on a call.
Independent advice
Stamp has no in-house tax advisers.
England and Northern Ireland
Stamp covers stamp duty land tax.
Talk to us about your network.
Tell us how your network or platform works and we'll show you how a rollout would look.
- No set-up fee
- No subscription
- Works with your systems