What we do

The seven steps to success

Every successful claim involves seven key stages.

1. Education – First, we'll educate your key employees and team members about the benefits of the R&D Tax Credits scheme to get their buy-in and co-operation.

2. Gather information – Next, we'll gather all the relevant information on technical activities and related financials. We'll also consider any other costs that may influence your R&D Tax Credits claim.

3. Reporting – Armed with a full understanding of your R&D investment, we'll draft a technical report and related financial documentation. We'll then review this with you before finalising the claim.

4. Submit claim – Next, we'll work with your existing accountant to submit your R&D tax credit claim to the appropriate HMRC R&D Unit.

5. Follow up – We'll follow up your claim with the HMRC tax auditor to ensure that they fully understand the claim and that it's processed correctly.

6. Prepare for future – Together, we can help you to develop an internal process to ensure that all future potential R&D Tax Credit investments are flagged for inclusion in future tax returns.

7. Success – You enjoy the success of gaining money you thought was long gone! There are no up front charges for any of these services. We only get paid when you get paid!