MEET WITH CLIENT

Initial Strategic Review

Our technical analyst will undertake some intial research into the company's products, technologies and services.

IDENTIFY ELIGIBLE PROJECTS

Develop the Research & Development Strategy

We will prepare a strategy for claiming research and development tax relief or credit.

PREPARE TECHNICAL REPORT

Our technical expert will review in detail the project goals and objectives, which are measured against the industries current art in science and technology.

ANALYSE PROJECT COSTS

Meet with client to analyse projects & costs

A meeting is arranged involving our technical specialist, in-house chartered accountant and the client's senior financial officer and technical director.

LIASE WITH HMRC

Liase with HMRC R&D Tax Units

Our approach pre-empts any queries before the claim is actually submitted, so the required information can be provided. Agreement is often within 30 days of submission.

CLIENT REVIEW & APPROVAL

Details of individual projects and associated costs are prepared, and generated in the form of a concise R&D Tax Relief/Credit booklet.

SUBMISSION TO HMRC

R&D Tax Claim/Costs booklet sent to HMRC

We offer "All-inclusive Fees" - so should there be an aspect review, there would be no additional costs relating to our support.

HMRC APPROVAL & PAYMENT

Approval results in a tax benefit for your company

Payment can take the form of either a cash payment/refund to your company, or a reduction in tax owed to HMRC. Our fees are only payable out of the benefit received.