Plan it Tax

Location: London / Midlands / North East / North West / Scotland / South East / South West / Wales / Work from home / Yorkshire

Target Markets: Any UK-based limited company that has costs associated with the development or redevelopment of products, systems, or processes

Benefits: Innovative product / service | Excellent commission terms | Professional training and support offered | Sales leads provided | Sales and marketing support | Exclusive sales areas

Commission: Commission is 20% of qualified deal - Average commission value of £3420 per deal

We’re excited by this extremely flexible new opportunity presented by Plan It Tax. This ambitious Lancashire-based company is looking for an experienced sales agent to expand their team and raise awareness of their money-saving service.

Companies that incur research and development expenses may be entitled to generous tax rebates from the government, enabling them to save an estimated £57,000 on average to offset their R&D costs.

Tax Plan It does not charge clients upfront and only accepts payments when savings have been realised. This means there is no upfront commitment on the part of the client. Sales agents will make contact with new prospects, identify opportunities for savings, and introduce the client to the Plan It Tax team who will assist the company in realising their claim potential. In return, agents will earn a commission rate of 20% or £3420 for the average deal. We are confident that two deals per week are achievable leading to OTE of £355k PA. The company also features 6 additional services to increase agents’ earning potential.

This is a great opportunity for agents with an existing client base in a huge variety of industries, although cold lead data can also be provided.


The service

Based in Bolton in Lancashire, Plan It Tax is one of the UK’s leading Research and Development Tax Credit Specialists. The team can assist companies with R&D expenditure to claim tax credits on these expenses, saving an average of £57,000 per project. This is obtainable within weeks of contacting the team, making for quick turnarounds and faster commission payouts.


  • Innovative product / service

    Plan It Tax can save SMBs tens of thousands of pounds with no upfront costs.

  • Excellent commission terms

    Agents earn 20% of the company’s fee for introducing qualifying businesses to the service, earning an average £3420 per deal.

  • Professional training and support offered

    Agents will receive all the training, sales and marketing support needed to approach prospective clients with confidence. We'll assist with business cards, banners etc ...

  • Sales leads provided

    While agents are welcome to use their existing networks of contacts, cold lead data can be provided

  • Exclusive sales areas

    Exclusive territories may be granted to new agents who want to focus their efforts within a specific location within the UK

Target market

Plan It Tax’s R&D Tax Credit service is available to any UK-based limited company that has costs associated with the development or redevelopment of products, systems, or processes. Agents will reach out to decision-makers (FDs and MDs) within these companies. While there is no restriction on industry or sector, Plan It Tax has previously found success within the following fields:

  • Software Development
  • Construction
  • Manufacturing
  • Engineering
  • Food Development
  • Pharmaceutical and Chemical
  • Biotech
  • Automation
  • Aviation

The ideal candidate

Plan It Tax is looking for a candidate with:

  • A proven record of success in B2B sales
  • Previous experience in financial sales, tax or R&D preferred but not essential
  • Great self-motivation and a target-driven mindset
  • Outstanding communications skills
  • The ability to build great relationships with clients and make introductions on behalf of professional service providers

Agents have complete autonomy over how and where they work. Space can be made available in the company’s Bolton office, or agents may work either from home or on the road

Think this might be the perfect opportunity for you?

Click the “apply” button below.