Making a Claim

We make the process of claiming R&D tax relief as simple and straightforward as possible.

We cut out the jargon, giving you sound, honest and expert advice that you can trust.

Who are you?

SME

Fewer than 500 staff and either less than:
£100 million turnover or £86 million gross assets.

Large Company

Greater than 500 staff and either more than:
£100 million turnover or £86 million gross assets.

The claims process for an SME

There are several key steps to claiming R&D tax relief as an SME, beginning
with understanding the terms on which you can claim, before continuing
onto making a detailed claim that factors in all of your identifiable R&D costs.

1

SME tax relief terms

For any company defined as an SME (fewer than 500 staff and either less than £100 million turnover or less than £86 million in gross assets), you will be able to claim back up to 33% of your identifiable R&D costs.

2

Getting to know your business

From the outset, we get to know your business and your eligibility to claim R&D tax relief. Normally conducted via a telephone conversation and/or onsite visit, we’ll gather all the relevant information that is pertinent to the claim.

We’ll then assess the information that we’ve gathered, and if we don’t think there’s a claim, we’ll let you know. If there is a claim to be made, we’ll deal with everything, leaving you to get on with what you do best – running your business.

3

Claim preparation

Once we’ve gathered all the information needed, our experts get down to the task at hand – preparing your claim. We’ve produced 1,000’s of claims, meaning our experts can easily identify the full extent of your qualifying activities and costs.

We’re sector specialists, meaning that we’ll be able to understand and identify the full extent of the R&D you’ve undertaken and how much we can potentially claim back for you, ensuring we factor all of these costs into your claim.

4

Claim submission

Once your claim has been expertly prepared, we will then submit the claim on your behalf. The main reason that we submit the R&D claim on your behalf is so that any questions or queries are directed back at us, again freeing up your time to focus on running your business.

5

Receiving your R&D tax refund

It normally takes HMRC somewhere between four and six weeks to process your claim and money is paid directly into your account or, if you’ve made a loss during that period, you’ll receive a tax refund.

It is only once you have received your payment that you will need to pay us – we want to improve your cash flow, not reduce it. Over the previous three years, we have saved our clients over £6m – that’s an average of £88k per client!

The claims process for a large company

There are several key steps to claiming R&D tax relief as a large company, beginning with understanding the terms on which you can claim, before continuing onto making a detailed claim that factors in all of your identifiable R&D costs.

1

Large company tax relief terms

For any business defined as a large company (more than 500 staff and either more than £100 million turnover or more than £86 million in gross assets), you will be able to claim back up to 10% of your identifiable R&D costs.

2

Getting to know your business

From the outset, we get to know your business and your eligibility to claim R&D tax relief. Normally conducted via a telephone conversation and/or onsite visit, we’ll gather all the relevant information that is pertinent to the claim.

We’ll then assess the information that we’ve gathered, and if we don’t think there’s a claim, we’ll let you know. If there is a claim to be made, we’ll deal with everything, leaving you to get on with what you do best – running your business.

3

Claim preparation

Once we’ve gathered all the information needed, our experts get down to the task at hand – preparing your claim. We’ve produced 1,000’s of claims, meaning our experts can easily identify the full extent of your qualifying activities and costs.

We’re sector specialists, meaning that we’ll be able to understand and identify the full extent of the R&D you’ve undertaken and how much we can potentially claim back for you, ensuring we factor all of these costs into your claim.

4

Claim submission

Once your claim has been expertly prepared, we will then submit the claim on your behalf. The main reason that we submit the R&D claim on your behalf is so that any questions or queries are directed back at us, again freeing up your time to focus on running your business.

5

Receiving your R&D tax refund

It normally takes HMRC somewhere between four and six weeks to process your claim and money is paid directly into your account or, if you’ve made a loss during that period, you’ll receive a tax refund.

It is only once you have received your payment that you will need to pay us – we want to improve your cash flow, not reduce it. Over the previous three years, we have saved our clients over £6m – that’s an average of £88k per client!

R&D Tax Relief Calculator

Receive an estimate on your possible claim value with our calculator tool

Simply drag your slider across to your annual R&D spend and you’ll be able to see your potential claim value

£

Your claim value estimate

£50000
£1000000
Your spend estimate
£

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