How We Help You Claim R&D Tax Credits

Our proven 4-step process makes claiming R&D tax relief simple, transparent, and stress-free. We handle the complexity so you can focus on innovation.

98% Success Rate

We have successfully claimed over £50M for our clients with a 98% success rate.

A Process Designed for Success

Our systematic approach ensures every claim is robust, compliant, and maximises your entitlement. We combine technical expertise with tax knowledge to deliver exceptional results.

2-3 weeksAverage claim preparation time
98%Claim success rate
£50M+Total claimed for clients

Our 4-Step Process

From initial consultation to claim submission, we guide you through every stage with clarity and expertise.

Discovery & Eligibility Assessment

1-2 days

We start with a comprehensive review of your business activities to identify all qualifying R&D projects and assess your potential claim value.

What you provide:

Project details, technical challenges, and basic financial information.

What we do:

Conduct interviews with your technical team, review project documentation, and provide a detailed eligibility assessment with estimated claim value.

Technical Documentation

2-3 weeks

Our technical specialists work closely with your team to compile detailed technical narratives that clearly demonstrate the scientific or technological advances.

What you provide:

Access to technical staff, project documentation, and time for collaborative review sessions.

What we do:

Draft comprehensive technical reports, identify all qualifying activities, calculate qualifying costs, and prepare all supporting documentation.

Financial Calculation & Claim Preparation

1 week

We calculate your exact entitlement, optimise cost allocation, and prepare the complete claim package ready for submission.

What you provide:

Financial records, payroll information, and subcontractor invoices.

What we do:

Perform detailed financial analysis, optimise cost allocation, prepare financial schedules, and compile the complete claim package.

Submission & Ongoing Support

4-8 weeks

We submit your claim to HMRC on your behalf and provide full support throughout the review process until your claim is paid.

What you provide:

Authorisation to submit on your behalf and prompt responses to any HMRC queries.

What we do:

Submit the claim, liaise with HMRC, handle any enquiries, and ensure timely payment of your claim.

What Makes Us Different

Our unique approach combines technical depth with tax expertise to deliver superior results.

Technical & Tax Expertise Combined

Our team includes both PhD-qualified technical specialists and chartered tax advisers, ensuring your claim is both technically robust and financially optimised.

Sector-Specific Knowledge

We have deep expertise across all major sectors, from software and life sciences to engineering and manufacturing, ensuring we understand your specific challenges.

No-Win-No-Fee Guarantee

Our success is tied to yours. We only get paid when your claim is successful, making our service entirely risk-free for you.

Transparent Process

We keep you informed at every stage, with regular updates and clear communication throughout the entire process.

Proven Methodology

Our systematic approach has been refined over years of successful claims, ensuring consistency and reliability.

Ongoing Support

We provide full support from initial assessment through to claim payment, and beyond with HMRC enquiry defence if needed.

Frequently Asked Questions

Common questions about our process and how we work.

Real Results

Software Company Success Story

A mid-sized software company had been developing a new AI-powered analytics platform. They were unaware that their development work qualified for R&D tax credits.

After our assessment, we identified multiple qualifying projects and successfully claimed £125,000 in R&D tax relief, covering two years of development work.

£125,000
Claimed in R&D Tax Credits

Covered two years of qualifying development work

Ready to Start Your Claim?

Get a free, no-obligation assessment of your R&D activities. Our experts will identify your potential claim value and guide you through the process.

No-win-no-fee service. No upfront costs. Expert guidance throughout.