Our methodology maximises the claim amount and ensures a high success rate. To date, we have enjoyed 100% success for all claims submitted. To find out more about the scheme and eligibility, read our guide.

Our standard service includes pre-submission analysis and post-claim follow-up until your cash is paid out.

Pre-Claim Recommendations

We will adapt our methodology to suit your business, but we typically follow the below approach:

  • We review historical financial records, seeking out relevant R&D costs and analysing time spent on eligible projects. We will go as far back as the rules allow, applying HMRCs tests and our experience to calculate your claim.
  • Our tax experts, with your team’s input, will draft a technical report that details the ways in which you meet the qualifying criteria, in particular we explain how you were seeking to resolve a technological or scientific uncertainty. (HMRC require a basic level of detail, we will almost always exceed this to ensure a high success rate).
  • Once you are happy with the report, we will add the claim to a corporation tax return for HRMC and we will submit this on your behalf.
  • Should HMRC have any queries, we will act as the first point of enquiry and resolve any outstanding queries.

Post-Claim follow up

Following the successful completion of the claim:

  • We will issue a detailed explanation of how the tax savings have been calculated and applied.
  • If we identify any areas for improvement, we will also make those recommendations e.g. improving time recording or invoice coding procedures to maximise future claims.
  • Recommendations any changes required to your client contracts to enable you to claim R&D
  • Consider how best to exploit any Intellectual Property created by the R&D work e.g. taking advantage of the ‘patent box’ regime.

Related Tax services

Tax Advice

Tax Compliance

SEIS and EIS Fundraising

MAKE AN ENQUIRY

Want to learn more or you’re ready to start the engagement process?

Read our guide

Read our guide to R&D Tax Credits

We’re here to keep things simple

If you would like to find out more about our services and how we can help support your business, please get in touch.

+44 (0)203 286 6229