R&D Advice

Our comprehensive RDEC Claim Support Service includes:

1. Initial Scoping Exercise

   • We begin with a free scoping exercise to identify qualifying R&D projects and estimate the potential value of your claim.

   • This is conducted once terms of engagement are agreed upon, with no fee payable if either party decides the claim is not viable.

   • We only recommend proceeding if we believe your claim meets the necessary criteria.

2. Preparing Your R&D Claim

   • We handle the mandatory online R&D Additional Information Form (AIF), which includes detailed project descriptions and cost summaries.

   • Support and templates are provided for crafting project descriptions and compiling qualifying costs.

   • Online meetings are arranged with your technical leads and contributors to ensure accurate and thorough data gathering.

3. Document Review & Checking

   • Payroll information, contractor costs and other supporting documents are reviewed to ensure accuracy and compliance.

   • We identify and address any complexities during the process to keep things seamless and avoid claim errors.

   • Once all information is complete, we prepare the online R&D AIF for your review and once it's approved, we submit it.

4. Internal Review & Finalisation

   • Our internal compliance officer conducts a thorough review of the AIF and supporting documents before submission and any issues that arrise at that time are resolved.

   • Our internal accountant prepares a detailed Claim Summary, outlining the before-and-after tax positions, the data for entering into the relevant R&D boxes on your corporation tax return, and the R&D claim value.

5. Submission & Filing

   • We submit the AIF and then liaise with your external tax accountant to file the R&D claim as part of your original or amended tax return.

   • We check your accountant's draft tax return before it is filed.

   • If preferred, we can handle the tax return filing on your behalf.

6. Flexible Fee Structure

   • For new clients, a small fee is payable upon submitting the AIF for the first claim year, with the remainder due once HMRC settles the claim.

   • We have a minimum fee plus a percentage-based fee, with a lower percentage for larger claims.

   • Full support with an enquiry or compliance check is included in our standard fee.

Get in touch to request a Free R&D Assessment or make an Enquiry

We offer an expert, light touch, review of your completed Additional Information Form (AIF) to help you assess the viability of your R&D claims. Read about the AIF here.

Note a draft of the completed AIF can be downloads as a PDF before submission. This is what we will review. 

How It Works 

Fixed Fee Structure: 

Fees are determined by the level of qualifying R&D expenditure identified in your claim, starting at £600 to review a claim with qualifying costs of up to £50,000.

Written Report: 

Our response will provide an honest appraisal of your AIF including the following:

• Viability: Whether your claim appears viable based on the AIF information.

• Concerns: Any concerns about your claim or specific projects, with reasons.

• Recommendations: On whether to proceed with submitting the AIF as it stands and/or any projects we don't advise submitting, with reasons.

We’ll also provide a checklist of R&D qualification criteria to consider before submission.

Additional Support: 

If further assistance is required after the AIF review, we can discuss your needs and provide a quote for acting as your agent regarding the R&D claim. 

Important to note: 

• RandDTax is not acting as your R&D tax agent for this R&D advice service.

• The review reflects our opinion based on the AIF information provided and does not guarantee the success of your claim as we have not seen or checked the detail behind your AIF. 

• Any actions taken based on our feedback will remain your responsibility. 

Get in touch to request this light touch, low cost R&D AIF Review Service and streamline your claims process.

We provide expert R&D advice to support you with an HMRC R&D Enquiry 

This service provides comprehensive support for businesses navigating an HMRC R&D Enquiry and compliance check. With extensive experience, including at the Alternative Dispute Resolution (ADR) and Appeals stage, we are able to help you find the most effective and efficient route to getting an acceptable outcome, depending on your particular case. We provide R&D advice to guide you through the process to defend your claim and resolve any issues raised by HMRC.

This service includes:

• R&D Claim Review & Viability Assessment: A detailed review of your R&D claim and supporting documents to assess its viability and identify any potential issues.

• Response Formulation: Hands-on assistance in drafting responses to HMRC, including letters and participation in meetings, to present your R&D claim effectively.

• Compliance Alignment: Compiling and presenting your responses to achieve maximum alignment with HMRC’s R&D guidelines, including the latest compliance requirements.

• Support Through All Stages: From initial enquiry to resolution of issues and closure; including support with the alternative dispute resolution or appeals process and a tribunal, as necessary.

Fee Structure

Our fee model is based on the total qualifying R&D expenditure under enquiry and is staged to ensure that you only pay for what is necessary.

To enable an optimum process, we ask you to:

• Provide full and accurate information about your R&D claim.

• Facilitate access to technical leads and supporting documentation.

• Respond promptly to questions we ask so we can meet deadlines.

• Authorise HMRC to communicate directly with us on your behalf in respect to the checks.

Why Choose Us?

• Deep Expertise: Proven experience in compliance checks, disputes and appeals.

• Confidential & Professional: Your information is handled with the utmost care and in strict confidence.

• Guided Compliance: We align your claim with HMRC’s guidelines to optimise your chances of success.

Let us help you navigate the complexities of an HMRC R&D enquiry with confidence. Contact us today to learn more or engage us!