Step 1 – Getting to know you

We understand that every business has its unique way of operating. As a result, we make an effort to get to know you and your business to understand what matters to you, where you stand in the market, and where you want to be. We have a team of analysts located throughout the country, giving us the flexibility to conduct either a phone call or an on-site visit. We value your time, so we’re happy to work around your schedule. During this meeting, we will explain our processes and how we intend to collaborate with you.

Step 2 – Data gathering meeting

We understand that preparing your claim can be a time-consuming process, but we would like to remind you that your input is essential to make the process smoother. During our meeting, we will discuss the details of your company and the projects that will be included in your claim. To determine your eligibility, HMRC has established a set of criteria that we will explain to you. Our technical analyst will also identify which of your products or services are eligible for the scheme. We have found that using technical analysts who have experience in your specific sector is an effective way to identify the aspects involved in creating or making a product or new process. With an understanding of the iterative steps that can be found in daily activities, they are able to uncover details that can help maximise your claim value.

Step 3 – Generating a claim report

We’ll create a technical report for your product or service, detailing the processes involved and financial evidence. Our team will ensure that the report meets HMRC standards before submitting it to you for review. Our goal is to help you innovate and receive maximum R&D tax relief. We’ll review your company financials with our tax specialists who will agree on your tax position and notify you of any changes to optimize your tax situation..

Step 4 – Managing the claim

After you sign off on the technical report, we will submit it to HMRC. As a part of our standard service, we provide enquiry defence, which means that we will communicate with HMRC on your behalf in case of any queries. However, please note that HMRC has its own internal process that may take longer than our estimated delivery times. Our support team will maintain regular communication with you to keep you updated on the progress of your claim.

If you require early access to your R&D Tax Credit benefit, we offer an R&D Advanced Funding option that may be suitable.

Once your claim is successful and HMRC has made payment, we will pass the money directly to you along with a detailed explanation of how the tax savings have been calculated and applied.

Ready to Talk?

Leave your details below and one of our R&D tax relief experts will be in touch to hear about your goals.