SERVICES
R&D Tax
Ailsa Lynch
Innovation Funding Manager
Jenson Brook
Managing Director
Research and development (R&D) tax relief is a government incentive that supports UK companies working on innovative projects.
R&D tax relief is available to a wide range of industries and sectors. Whether you're developing new products, processes, or services, or making significant improvements to existing ones.
And it isn’t limited to traditional 'lab coat' research either. If your project involves overcoming technological or scientific uncertainties, you may qualify. Unsure if you’re eligible? We can help.
1. Claim Reviews
We get to know your business, understand what you do, which projects may qualify for R&D tax credits, and what R&D claims you have previously made. We help you understand the criteria for an R&D claim and any R&D regime changes which may impact your claim.
2. Check Ins
We regularly check in with your team to understand your projects throughout the year. This will allow claims to be prepared easily and swiftly after the end of your accounting period.
4. Finalise Report
We prepare a report to support your R&D submission and the required Additional Information Form (AIF) to HMRC.
3. Calculations
We prepare the financial calculations and analysis based on your P&L and accounts and information from the check-ins.
5. Submission
We work with you, and your accountants, to ensure that all the necessary submissions are made to HMRC to support your R&D claim.
ONE
Part of the R&D community
An organisation keeping R&D tax specialists accountable for continuing professional development and our work standard.
TWO
Ex-HMRC inspectors
Industry professionals, including ex-HMRC inspectors, have helped design our R&D tax processes and will assist and advise on R&D tax enquiries and if necessary, Alternative Dispute Resolution with HMRC.
THREE
Success guaranteed
We’ve assisted clients with claiming over £50 million in R&D tax benefits collectively and have never had a legitimate claim rejected.
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Going the extra mile
We collect more detail compared to most advisors, which allows us to fully defend your claims if they were to be enquired into by HMRC.
SERVICES
Grants
Jenson Brook
Managing Director
A grant is a competition where businesses apply for money to invest in an innovative project.
Public grants are often match-funded, meaning that the awardee receives a portion of the grant and needs to fund the remaining amount. They’re designed to accelerate the development of groundbreaking ideas to help you bring innovative products, services, or technologies to market.
Typical grants range from £25,000 up to £2 million. It’s crucial to review a grant's criteria to understand the potential funding available to your business.
1. Discovery
To start, we would arrange a grant workshop with your technical leads. Our templates would be provided, breaking down the information we require for the grant so we can begin collecting the information for the application.
2. Workshop Sign-Off
We would draft a comprehensive report of our meeting and require your sign-off before drafting the grant application. This helps to save you time once we begin writing your application ready for submission.
4. Grant Calculations
We would then understand what resources you would require to complete the grant project and calculate the grant amount.
3. Application
Our grants team will begin drafting the application at this point. We aim to draft the initial grant application within 2 weeks of the grant workshop. We'll expect you to review, make amendments and/or answer any questions we may have about the draft application.
5. Review & Submission
Once we are both happy with the application, we will look to submit the application. We aim to complete your grant application within 4-8 weeks. On average, we require 6-10 hours of your team's time during the grant preparation.
SERVICES
Equity Fundraising
Jenson Brook
Managing Director
Oli Connolly
Equity Advisor
Raise money by selling shares in your business. Common forms of equity investment include angel investors, crowdfunding, venture capital and private equity.
By selling a stake in your business in exchange for investment, you can secure capital while gaining valuable support and expertise from your investors.
Equity fundraising is an ideal option for businesses with high growth potential that need significant capital to scale. It’s particularly suitable for startups and scale-ups looking to expand rapidly, enter new markets, or develop new products.
1. Fundraising Workshop
To start, we want to create a clear strategy on fundraising requirements for your business alongside other pieces of information we'd need to create the best investment proposition.
2. Investment Document Preparation
We would then create or amend the Investment Materials before investor matching and approaching investors we think would be most suited to you.
4. Update Meetings
We will then progress initial investor conversations into further formal meetings, due diligence and/or terms of investment.
3. Investor Matching & Outreach
Our goal at this stage is to arrange initial meetings with investors on your proposition. We would also look to arrange regular check-in meetings to maintain momentum and centralise all conversations.
5. Negotiation Assistance
Our team will look to exhaust all investor matches and progress active investor conversations. We will also provide guidance with ongoing negotiations.