We would be interested to know what others, in small practice, do when they need complex / specialist tax advice for clients beyond what they can provide themselves.
We've looked at options of referring the client directly to a third party. We have done this and just passed the work over without requesting a percentage of the fee or an introduction fee. We've also looked into taking outside advice but not actually informing the client that this advice has come from elsewhere but this involves passing on of information and going to and fro with questions which is not ideal
What others do would be helpful to know and also any recommendations of specialist tax advisors appreciated.