Eligibility Assessment
Evaluating projects against HMRC’s strict R&D criteria.
Turn the work you’re already doing into cash back from HMRC — typical claims £15K–£100K+.
If your business creates new products, improves processes, or develops technology, you could qualify for valuable R&D tax relief. We help you identify, document, and maximise your claim, securing substantial tax savings or cash payments.

Evaluating projects against HMRC’s strict R&D criteria.
Creating compelling justifications to support your claim.
Ensuring all qualifying R&D expenditures are included.
Preparing accurate R&D tax credit calculations and HMRC documentation.
Managing all correspondence with HMRC on your behalf.
Staff time, subcontractors, consumables, software — every qualifying cost identified and defensibly evidenced.
Project write-ups structured against the BEIS guidelines, with the technical uncertainty argued properly.
If HMRC opens a compliance check, we respond and defend the claim — no extra fee, no panic.
We structure how you scope and document future R&D work so next year’s claim is bigger and faster.
Understanding your business needs.
Crafting your custom accounting strategy.
Quick and easy integration.
Consistent monitoring and reporting.
CT600 returns, computations, and strategic planning to legitimately reduce your liability.
Read morePersonal tax returns prepared, optimised, and filed for directors, sole traders, and high earners.
Read moreQuarterly planning calls that surface savings before deadlines — not after.
Read moreFull HMRC representation, documentation, and negotiation when an enquiry lands.
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Work that seeks an advance in science or technology by resolving scientific or technological uncertainty that a competent professional in the field couldn't readily solve. It doesn't have to be successful, novel to the world, or in a lab — bespoke software, new manufacturing processes, and engineering integration work routinely qualify. Marketing innovation, cosmetic redesign, and routine debugging don't.
Under the merged scheme (accounting periods starting on or after 1 April 2024), most companies get a 20% above-the-line credit on qualifying expenditure, giving roughly 15p back per £1 spent after corporation tax. Loss-making R&D-intensive SMEs (where R&D is 30%+ of total expenditure) can claim the enhanced ERIS rate worth up to 27p per £1. Typical claims for our clients land between £15,000 and £100,000.
Staff salaries, employer NI and pension contributions for time spent on R&D, externally provided workers (subject to the 65% restriction), subcontractor costs (with the new rules tightening overseas spend), consumables used up in R&D, software licences, and a proportion of utilities and data costs. Capital expenditure is excluded but may qualify for R&D Allowances separately.
HMRC's compliance check rate rose sharply from 2023 onwards, with many claims rejected for thin technical narratives. We write claims to the standard HMRC actually wants — the technical uncertainty argued in the language of a competent professional, costs apportioned with timesheets or defensible estimates, and the Additional Information Form completed fully. If a claim is queried, we defend it at no extra cost.
Fixed fee or a contingent percentage (usually 12–18%) of the claim value, capped so you always keep the majority. We quote both upfront so you can pick. First conversation is free — if your work doesn't qualify, we'll tell you on the call rather than waste your time on a workshop.

Thirty minutes with an ACCA-qualified accountant. Most owners uncover £1,000–£3,000 in annual savings on the first call. If we are not the right fit, you walk away with a free tax review on the house.