UK R&D Tax Relief Support
The applicable rules depend on the accounting period and company circumstances. We help organise evidence and calculations for review by your authorised UK tax adviser.
Earlier Accounting Periods
Support for periods governed by the former SME or RDEC rules, including:
- ✓ Eligibility file: project and competent-professional evidence
- ✓ Cost schedules: traceable calculations and source records
- ✓ Narratives: scientific or technological uncertainties explained
- ✓ Review pack: adviser-ready supporting documentation
Applied according to the rules for the relevant accounting period
Current R&D Relief Rules
Support for the merged expenditure credit and enhanced support rules where applicable.
- • Period check: identify which statutory framework applies
- • Project assessment: map activities to applicable guidance
- • Cost analysis: document eligible categories and exclusions
- • Submission support: prepare files for authorised approval and filing
Final eligibility and filing decisions remain with the company and its authorised adviser
Important: R&D tax relief rules have changed materially in recent years. Rates and eligibility must be confirmed for the specific accounting period before any claim is approved.
Our R&D Preparation Process
A structured, evidence-based approach designed to support a well-governed review and filing process.
Discovery & Qualification
Initial assessment against HMRC's BIS guidelines to identify qualifying R&D activities. We analyse scientific or technological uncertainties your business has sought to overcome.
- Project scope definition
- Technical uncertainty identification
- Advance in science or technology assessment
Cost Identification & Analysis
Systematic quantification of qualifying expenditure across all eligible cost categories with robust allocation methodologies.
- Direct staff costs (including NIC and pension)
- Externally provided workers
- Consumable materials transformed by R&D
- Software directly used in R&D
- Subcontracted R&D expenditure
Technical Report Preparation
Comprehensive technical narrative that meets HMRC's evidence requirements, clearly demonstrating how projects meet the BIS guidelines.
- Project-by-project technical description
- Scientific/technological uncertainties explained
- Advance sought and achieved documented
- Competent professional input verification
Financial Calculation & Review Pack
Prepare the calculation, supporting schedules and claim file for approval by the company and its authorised UK adviser.
- Enhanced expenditure calculation
- CT600 and additional-information support
- Supporting schedules preparation
- Post-filing information and enquiry support
R&D Across Industries
R&D activity is not limited to traditional laboratories. These are common sectors where an evidence review may be relevant.
Software & Technology
Algorithm development, AI/ML, cybersecurity, platform development, and software architecture innovation.
Life Sciences
Pharmaceutical research, medical devices, biotechnology, diagnostics, and healthcare innovations.
Manufacturing & Engineering
Process improvements, new materials, automation, product design, and manufacturing innovations.
Clean Technology
Renewable energy, waste management, sustainable materials, and environmental technologies.
Food & Agriculture
Food science, agricultural technology, sustainable farming, and novel food products.
Advanced Materials
Composite materials, nanotechnology, smart materials, and surface technologies.
HMRC Compliance & Risk Management
Our control framework helps teams assemble a traceable file for scrutiny. It does not guarantee eligibility, a tax outcome or freedom from enquiry.
Evidence-Based Documentation
Comprehensive technical and financial documentation that meets HMRC's evidence requirements, including project records, timesheets, and technical reports.
Conservative Methodology
Robust, defensible methodologies for cost allocation and project qualification based on HMRC guidelines and tribunal decisions.
Enquiry Defence Readiness
Working-paper and information-request support during an HMRC enquiry, coordinated with the company and its authorised UK adviser. Legal or tribunal representation is outside scope.
Important: HMRC has significantly increased R&D enquiry activity. Our governance framework ensures your claim withstands scrutiny while maximising legitimate benefits.
Estimate Your R&D Tax Credit Benefit
Start with a scoped review of projects, records and accounting periods to understand whether further work is justified.
A useful first-stage output:
Projects, open questions, source records and next-step responsibilities
Evidence First
Project narratives linked to underlying records
Clear Handoffs
Named preparer, reviewer and authorised approver
Review Ready
Files structured for client and adviser challenge
Maximise Your Innovation Incentives
Get a clear view of the evidence available, the gaps to resolve and the work required before a filing decision is made.
Next Step: We'll conduct a free, no-obligation assessment of your R&D activities and provide an estimated claim value.