Intentia Partner Programme
Help your clients protect what matters most.
Join the growing network of financial advisers, solicitors, mortgage brokers and estate planners who refer clients to Intentia — and build trust through better outcomes.
Register InterestWhy partner with Intentia?
Every year, UK parents transfer an estimated £17 billion to their children — the vast majority informally and undocumented. Your clients are part of that figure. Intentia gives them a legally grounded record of intent.
Documented intent, not just transfers
Intentia captures whether a transfer is a gift, a loan, or an advance on inheritance — plus conditions, expectations and tax declarations. Exactly the detail your clients need but rarely think to record.
Backed by IDR Law
Intentia is built by IDR Law — the UK’s only inheritance dispute specialist law firm. The documents your clients generate are shaped by the very lawyers who litigate when families fall out.
Add value, not complexity
Recommending Intentia takes seconds. Your client completes a guided assessment, generates a Memorandum of Intention and both parties sign digitally. No onboarding burden on your practice.
What Intentia records for your clients
Every Intentia assessment walks the family through a structured decision tree, capturing the details that matter most if a dispute ever arises — or an HMRC enquiry lands.
- ✓ Transfer type — outright gift, loan, or advance on inheritance
- ✓ Repayment terms — amount, timeline, interest expectations if a loan
- ✓ IHT & gift declarations — seven-year rule acknowledgement and giftor confirmation
- ✓ Sibling equalisation intent — whether the transfer should be counted against inheritance
- ✓ Divorce protection clause — explicit intent on whether funds should be ring-fenced
- ✓ Signed MoU — digitally signed by both parties with timestamp and IP record
Who this is right for
Financial Advisers
Clients gifting house deposits, funding weddings or helping with debt relief need this documented before you advise on the estate.
Mortgage Brokers
Lenders increasingly require a gifted deposit letter. Intentia goes further — capturing intent in a signed, timestamped MoU.
Solicitors & Estate Planners
Lifetime transfers that aren’t recorded are the single biggest source of inheritance disputes. Intentia closes that gap before you draft the will.
Accountants & Tax Advisers
The seven-year IHT clock and gifting allowances matter. Intentia creates a timestamped record that supports your advice and your client’s HMRC position.
How the partner programme works
Register interest
Complete the form below. Our team will be in touch within two working days to discuss how Intentia fits your practice.
Receive your referral materials
We’ll provide you with branded one-pagers, client-facing explainers and a dedicated referral link for tracking.
Refer your clients
Share Intentia with clients making or receiving family financial transfers. They complete the assessment in minutes, independently.
Better protected clients
Your client has a signed MoU on file. You have the peace of mind that the transfer is documented and your advice is supported.
£17b
transferred informally every year
Only 12%
seek financial advice before gifting
Only 8%
seek legal advice before gifting
50%
of equity release goes to children
Register interest in the partner programme
Our team will be in touch within two working days.