How to claim R&D tax credits

Whether it’s your first time claiming or you’ve previously claimed, we’re here to help. Our award-winning services give you maximum, tailored support from our team of R&D experts to suit your needs. Our client service is unmatched across the industry, proudly recommended by over 90% of the clients we work with.

Why choose us?

Our multidisciplinary team—engineers, science and technology PhDs, and sector specialists—works tirelessly to prepare high-quality R&D tax credit claims that are robust and compliant. Thanks to our deep understanding of your business, we often uncover more qualifying expenditures than other advisors.

As active members of the R&D Communication Forum (RDCF), we engage closely with HMRC, ensuring we stay ahead of legislative changes. While the claims we submit are rigorously reviewed through our in-house quality assurance processes, enquiries are not uncommon. If they arise, we’re here to guide you, offering expert support through our dedicated compliance team to resolve them with confidence.

As proud members of the Chartered Institute of Taxation (CIOT), we uphold the highest professional standards, giving you peace of mind at every stage of the process. Let us take the complexity of R&D tax credits off your hands while ensuring your claims are accurate, compliant and set up for success.

New to R&D tax credits? We've got you covered

This service is designed for businesses new to R&D tax credits and unsure of their eligibility. Our experts will identify every qualifying expenditure, ensuring your claim is accurate, compliant and optimised for success.

Consultation

In an initial consultation, we’ll determine if your business is eligible for R&D tax credits. We will clarify any legal provisions and seek the necessary financial information to initiate your claim.

Workshop

We’ll dive deep into your R&D projects to identify all eligible expenditures. This thorough analysis ensures a robust claim that maximises your potential R&D tax claim.

Benefit

Before submitting your claim, you’ll review the final version of your comprehensive R&D report. We’re here to offer additional guidance if needed, including advice on record-keeping for future claims.

Submission

Once your claim is submitted, HMRC typically processes payments within eight weeks. As soon as the funds arrive, you can put them to work right away to fuel your business growth.

R&D claims done better

If you’ve claimed R&D tax credits before, we can help you maximise their value. By identifying missed opportunities and addressing potential risks, we ensure your claims are as robust and rewarding as possible.

R&D legislation

We know the legislation inside-out; we live and breath it, submitting hundreds of successful claims every year.

Risk reduction

When it comes to R&D claims, compliance and accuracy are critical. We don’t just maximise your claim—we ensure it’s robust and fully aligned with HMRC guidelines.

Expert advice

We’ll suggest ways of improving your claim and help guide you through the process with our team of experts.

Project identification

We can explain any parts of the R&D tax legislation to help you better identify relevant projects across the business.

Robust claim

Your claim will be both maximised and robust, accurately rewarding your investment in innovation.

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Solution

Find out if you qualify for R&D funding

Discover which UK government incentives your business could qualify for with our quick and easy self-assessment tool. In just a few minutes, you’ll receive a tailored report outlining the funding opportunities available to support your innovation and growth.

R&D tax credits, grants, Patent Box and R&D allowances are all schemes are designed to help ambitious businesses like yours thrive. Don’t leave potential funding untapped—it could be the key to fuelling your next big idea.

 1.   It takes less than 5 minutes
 2.  Answer a few easy questions about your business
 3.  Get a clear idea of your eligibility for R&D incentives

How do we calculate our fees?

Our fees reflect the quality of the service we provide. We always want to offer value, and our rates are an honest and competitive reflection of what we do – we apply the same diligence, rigour, and consistency to all our work. But we won’t cut corners or sacrifice client service in order to be that ‘cheap’ R&D consultancy.

As part of our commitment to outstanding service, we invest in our highly skilled and educated team of engineers, sector specialists, chartered tax advisers, and R&D specialists – our fees allow us to maintain that commitment.

Our full-service, end-to-end R&D tax claims are success-based. The fee is charged as a percentage of the claim which we agree upon before any work takes place. This fee covers the full scope of work including technical workshop(s), information gathering, report writing and full support in the event of an enquiry from HMRC. You will also be appointed a dedicated project manager who will be on hand to assist throughout the claims process.

Success-based; our fee is charged on a percentage of your claim value

Dedicated project manager and in-house sector experts

Full-service, end-to-end support

R&D tax credits – FAQs

We know that the R&D legislation can be dense and daunting, so we answered some of the most frequently asked questions in a clear and simple way below. If you still have a question or want to know more, please contact us, we’d love to hear from you.
How is R&D defined in the context of the scheme?
Your success is at the heart of everything we do. We tailor our approach to meet your unique needs, taking the time to truly understand your business and ambitions. By aligning with your goals, we help you unlock sustainable growth and long-term impact.
Are there any risks involved in claiming R&D tax?
HMRC have a duty to check that claims meet the criteria set out in the extensive legislation and guidelines. Producing a poor quality claim can mean you inherit a greater risk of errors, enquiries, and penalties from HMRC. At Kene Partners, we always take the time to get to know your business; we deliver value by deploying a team who can understand the technological challenges of your innovation, and accurately capture and quantify all the relevant costs and expenditure in line with the governing legislation.
Is there more than one type of R&D tax credit scheme?
There are two different schemes you can apply for, depending on the size of your business. The SME (small-medium enterprise) scheme is worth up to 33p for every £1 spent on R&D. Businesses with less than 500 staff, and a turnover of no more than €100million or gross assets of no more than €86 million, can apply. Otherwise, you will be classed as a large business and will need to apply for the RDEC (research & development expenditure credit) scheme receiving up to 10p for every £1 spent on R&D. There may be other factors which can affect your eligibility to claim under either scheme; to find out which scheme is right for you, book a free consultation with our experts.
How many times can I claim?
There is no limit to how many times you can claim. You can submit one claim for each tax period.
If R&D is so great, how have I never heard of it before?
The scheme launched in 2000 although awareness is still very low, with many companies missing out on vital growth fuel for their business. For example, around 70% of the companies we speak to are unaware they can claim. With R&D conjuring up images of people in lab coats, many companies assume they are not eligible due to the nature of their work. R&D is happening across all industries and we want to make sure the scheme is being utilised to its full potential.
What are the key criteria for eligibility?
You need to be a UK limited company subject to UK corporation tax. A company does not have to be paying corporation tax, it can still be in a loss position and make a claim. You cannot claim SME tax relief if:

1. Your R&D is subsidised
2. You are subcontracted by a larger company
3. You have received State Aid for your R&D projects
4. You are no longer a “Going Concern”

In these cases, the team at Kene Partners will advise if you can claim under the RDEC scheme instead so as not to miss out on the valuable benefit your company could receive.
I’m a start-up business, can I claim?
Yes! We work with many start-ups that do not realise the work they are doing daily qualifies for the R&D scheme. Getting money back from the scheme can be a great way to improve cashflow, extend funding and demonstrate to investors that you are building something valuable in the eyes of the government. We can also help set you up certain processes to maximise future claims as you scale.
My company hasn’t yet turned a profit, can I still claim?
You can still claim! SME R&D Relief will allow you to claim a tax credit if the company is making a loss (worth up to 14.5% of the surrenderable loss) and allows you to deduct a further 130% of qualifying costs from your yearly profit, as well as the normal 100% deduction (totalling a 230% deduction). In fact, if you are a loss-making company this means you could receive a cash benefit of up to 33% of every pound you spend on R&D.
Can you give me examples of R&D in my sector?
The legislation is purposefully broad to capture innovation in all sectors. Read our sector guides to understand more about R&D in your industry.
Can I still claim even if my project was unsuccessful?
Yes, you can still claim even if your project was not successful. The purpose of the scheme is to support innovation. There is no success requirement for R&D, and in fact, a failed project can help to demonstrate the complex nature of the R&D that was carried out.
Can UK companies benefit from the scheme even if the R&D is conducted overseas?
Regardless of where the R&D takes place, if you are a UK registered company subject to corporation tax, you can claim for qualifying activities. The amount you can claim may be capped if you do not have a lot of UK-based employees; please arrange a consultation with us for further guidance.
I have a project that is in progress, do I have to complete it before I can claim?
You can claim at any point during the R&D process, not just at the end of a project, if there is qualifying expenditure that falls within the financial year you are claiming for. Ongoing projects can be claimed across multiple years or retrospectively (up to two years).
What are the benefits of working with a trusted adviser to process my R&D claim, can’t I just do it myself?
You do not need to work with us or another R&D tax adviser to submit a claim but doing so can hugely increase your chance of success and optimising the value. R&D claim preparation is a technically demanding process, and as industry specialists, we are key in helping companies to quantify, support and maximise R&D claims. We have the technical knowledge, expertise and key relationships to make sure you receive the full amount of benefit you are entitled to. Whilst you might want to save costs by not working with an R&D tax adviser, the reality is that it will likely cost you more – both in time and money.
What are your fees?
It’s important to say here: at Kene Partners, our fees reflect the quality of the service we provide. For end-to-end claims, our fee is taken as a percentage of your final claim value, so you will not spend a penny until your benefit is received. Our percentage is determined on a case-by-case basis, depending on the business size, complexity and timeline of the submission. As part of our commitment to outstanding service, we invest in our highly skilled team of engineers, sector specialists, chartered tax advisers, and R&D specialists – our fees allow us to remain ahead of the curve in a fast-paced environment to better support our clients.
How long does it take to put together a claim?
Our award-winning end-to-end solution means we complete most claims within 28 days – although this can be sooner if needed.
What happens if I face an enquiry from HMRC?
Enquiries typically result in your tax credit/repayment being delayed, giving the tax inspectors time to better understand the submission and aligned costs. We ensure that all claims are technically and financially robust to withstand HMRC scrutiny and therefore minimise the risk of HMRC enquiry. At Kene Partners, we have a 100% success rate, whilst retaining the full claim value. Other outcomes of an enquiry can result in your claim value being reduced and the possibility of incurring penalties.
What costs qualify for the scheme?
Qualifying expenditure includes staff costs, subcontractors, software, consumables, externally provided workers and research contributors. Some costs may not be eligible depending on the size of your company; book a free consultation to find out more.
Can my accountant manage my claim for me?
As with most professions, it’s very rare for someone to be an expert in all things, similar to going to the doctor and being referred to a specialist. R&D tax requires in-depth technical knowledge about your industry to identify the full potential of your claim. We celebrate collaboration at Kene Partners and can work closely with your accountant to better optimise the R&D claim for your company.

If you are an accountant, you can outsource the work to us – we will manage the R&D claim process from start to finish and make it a seamless process for you and your client.
How long does it take to receive the benefit?
Once the claim has been put together and submitted, it can take up to 4-6 weeks for HMRC to process. This can sometimes be longer during busy periods. Payment usually follows after 14 days.
How much money can I expect to get?
According to the latest HMRC R&D Tax Credit Statistics, the average SME claim is £57,228 (2019) and the average RDEC claim (for large companies) is £632,931 (2019). The best way to understand how much money you can claim is to book a free consultation with our team. They will discuss qualifying projects and provide you with a claim estimate. Typically, because of our experience and understanding of the R&D tax credit legislation, our average claim is bigger than the industry standard.
How are R&D tax credits paid?
If your company is profit-making, you can receive the benefit in the form of corporation tax reduction, corporation tax refund or a cash credit. The company may also have corporation tax losses generated as a result of the R&D to be carried back against the previous year trading profits or carried forward to be set off against future trading profits.

If you are a loss-making company, the losses generated as a result of the R&D can be carried back against the previous year trading profits, carried forward against future trading profits or similarly surrendered for a cash credit.

With the corporation tax rate being increased from 19% to 25% with effect from 1 April 2023, the R&D scheme will only become more and more beneficial.
Is there a limit to the amount of R&D tax credit I can claim for?
From 1 April 2021, HMRC introduced a cap on the amount of R&D tax credit that will be paid to a loss-making SME. The R&D tax credit will be capped at £20,000 plus three times the total PAYE and NIC liability of the company for the year. A company making a claim for a payable R&D tax credit of less than £20,000 will not be impacted by the cap.
What can I spend the repayment on once I receive it?
Whilst there is no stipulation for how the saving can be used, it’s our mission to help companies bring their ideas to life by utilising the full benefit of R&D tax credits. The cash injection that companies receive as a result can be game-changing, rewarding forward-thinking businesses that take risks by never standing still.

Meet our team

Client four
Adam Kene
CEO

Adam previously held senior business development and consulting positions at the two largest R&D tax consultancies in Europe. Through this, he identified a clear need in the market to address fundamental service issues across the industry, from which Kene Partners was born. Centred around a client-first approach to guarantee maximum value, the business has since grown into an established, independent leader, with Adam at the helm.

As founder, Adam brings extensive knowledge and passion for helping UK innovation thrive. He currently sits on HMRC’s R&D Communication Forum and is at the forefront of the government legislation concerning R&D tax credits.

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Client four
Sage Lakhani
COO

Having started her career with PricewaterhouseCoopers (PwC) London, Sage has previously held positions at two boutique tax consultancies, working with entrepreneurs and growing businesses across a range of sectors. Sage is also a qualified Chartered Tax Adviser.
Leading the consulting team, Sage specialises in the implementation of technically robust tax solutions. She helps her team to develop excellent processes and workflows, ensures consistent quality of delivery and maintains strong client relationships, all with flawless team management.

When not working, Sage enjoys running in all weather, Pilates and is a qualified personal trainer.

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Client four
Gemma Smith
CFO

After graduating with a degree in Financial Economics, Gemma continued her studies to qualify as a Chartered Accountant. Gemma joined us following 10 years in an accountancy practice supporting a variety of businesses, including software developers, beauty innovators and R&D claim specialists.

Gemma’s experience in audit, financial reporting and strategic thinking drives her passion as CFO for shaping financial decisions, ensuring stability whilst striving for growth and having a clear strategic business direction, all vital for optimising the company’s financial and future performance.

Outside of work, Gemma enjoys spending time with her family and sunny walks in the countryside, where she lives.

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Contact us

Office location
Drop in and say hello
10 Devonshire Square London EC2M 4YP
Call us directly
We're always at the other end of the phone
0207 118 8833
Drop us a mail
We aim to answer all emails within 24hrs
info@kene.partners

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Meet our team

Client Image
Client Two
Adam Kene
CEO
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Robert  Silvey
Cofounder
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Maria Granier
Product designer
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Laura  Gilman
Cloud Engineer
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Mary Taylor
Project maneger
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Let’s make it happen

01
Complete the form
provide your details to get started
02
Connect with an advisor
one of our dedicated experts will reach out to schedule a meeting within 24 working hours.
03
Discuss your eligibility
we’ll assess your R&D funding potential and guide you through the next steps.
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Solution

Find out if you qualify for R&D funding

Discover which UK government incentives your business could qualify for with our quick and easy self-assessment tool. In just a few minutes, you’ll receive a tailored report outlining the funding opportunities available to support your innovation and growth.

R&D tax credits, grants, Patent Box and R&D allowances are all schemes are designed to help ambitious businesses like yours thrive. Don’t leave potential funding untapped—it could be the key to fuelling your next big idea.

 1.   It takes less than 5 minutes
 2.  Answer a few easy questions about your business
 3.  Get a clear idea of your eligibility for R&D incentives

Why should you consider Grant funding?

Grant funding provides a unique opportunity to accelerate your business growth by securing financial support for your innovative projects. Below are our top five reasons why you should consider R&D Grant funding.

Non-repayable funding

In an initial consultation, we’ll determine if your business is eligible for R&D tax credits. We will clarify any legal provisions and seek the necessary financial information to initiate your claim.

Benefit

Before we submit your claim, you’ll see a final version of your comprehensive R&D report. We will handle any HMRC inquiries and provide ongoing support, including record-keeping guidance for future claims.

Benefit

Before we submit your claim, you’ll see a final version of your comprehensive R&D report. We will handle any HMRC inquiries and provide ongoing support, including record-keeping guidance for future claims.

Benefit

Before we submit your claim, you’ll see a final version of your comprehensive R&D report. We will handle any HMRC inquiries and provide ongoing support, including record-keeping guidance for future claims.

Benefit

Before we submit your claim, you’ll see a final version of your comprehensive R&D report. We will handle any HMRC inquiries and provide ongoing support, including record-keeping guidance for future claims.