Rest assured that our team of experts are fighting your corner every step of the way.
Enquiries typically result in your tax credit or repayment being delayed, giving inspectors time to better understand the submission and aligned costs. Support during this time is crucial for answering complex questions that help align your claim with the vast nuances of the government guidelines. The time and resources needed to close an enquiry cannot be underestimated.
By mobilising our team of in-house R&D tax experts, sector specialists, and science and technology PhDs we will help ensure you receive the maximum amount of benefit under enquiry. We will tailor our process and assemble the team best-suited to the particularities of your business and its enquiry, but typically our process includes the following steps:
Our free consultation enables us to review your claim and understand HMRC’s rationale for the enquiry. Based on our analysis, we’ll recommend our next steps.
The enquiry will be handed over to our in-house experts who will start correspondence with HMRC in order to come to a resolution. This includes gathering any further information that is required to better understand the R&D claim.
Before our response is submitted to HMRC, you will see a final version of the report written by our technical team. We will answer any questions you might have to ensure you are 100% satisfied with our response.
Once your report has been submitted, HMRC will review it and potentially come back with further questions. We will continue this process until the enquiry is resolved, seeking the best outcome for your business.
A qualified Chartered Tax Adviser, 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.
Specialised in the implementation of technically robust tax solutions, developing and managing the processes/workflow management, she works to ensure consistent quality of delivery, strong client relationships and flawless team management.
Sage enjoys running in all weather, pilates and is a qualified personal trainer.
Olly studied at the universities of Warwick and Oxford and has over a decade of technical-writing experience, beginning his career writing instruction manuals for smartphones and devices. Olly has worked in specialist R&D claim preparation for over 5 years, including direct support for businesses of all sizes in their correspondence with HMRC.
His role involves providing claim support and specialist expertise surrounding the R&D legislation. He also takes a lead role in the team’s ongoing technical training.
With a background in law, Andy worked in legal insurance for several years, before pursuing a career in tax. His most recent role was tax manager for the UK’s largest specialist R&D credit agency. Andy plays a vital role in communicating R&D tax strategies to ensure optimal client value, whilst providing practical solutions to highly technical tax legislation. His proactive approach is key to us remaining ahead of the curve, keeping the team constantly active in learning new skills and expanding our knowledge.
In his spare time, Andy enjoys walking the dog, writing geography-related quiz questions and spending time with his daughter.
Our expert team are standing by to help deliver a successful outcome to your enquiry.