Flexible R&D Tax Relief Services Tailored to Your Needs

My Goal: To provide the right level of support to ensure your R&D tax relief claim is compliant, robust, and maximises the legitimate relief available. I offer transparently priced services based on expertise and value.

My Services:

Guided R&D Claim Preparation

Who it's for: SMEs needing comprehensive support to identify, document, and calculate their qualifying R&D activities and expenditure.

What's involved: I work collaboratively with you and your technical experts to:

  • Understand the R&D tax relief rules and how they apply to your projects.
  • Identify qualifying activities and costs.
  • Gather and structure the necessary technical and financial evidence.
  • Prepare the detailed project descriptions for the mandatory HMRC Additional Information Form (AIF).
  • Calculate the relief due and prepare the necessary computations for your Corporation Tax return.
  • Submit the AIF and support the inclusion of the claim in your tax return.

Benefit: Full support from an expert, ensuring a compliant and well-documented claim, maximising legitimate relief while minimising risk. (Starting from £1875, based on complexity)

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Independent R&D Claim Review & Audit

Who it's for: Businesses that prepare their R&D claim documentation internally (or with another advisor) but want an independent, expert review before submission for peace of mind.

What's involved: I act as a critical "second pair of eyes," reviewing your prepared technical narratives, cost calculations, and supporting evidence. I assess:

  • Clarity and strength of the R&D arguments (Baseline, Advance, Uncertainty).
  • Alignment with HMRC guidance and legislation.
  • Robustness of cost apportionment methodologies.
  • Potential red flags or areas likely to attract HMRC scrutiny.

I provide constructive feedback and recommendations for strengthening the claim.

Benefit: Increased confidence in your claim's compliance and robustness before it reaches HMRC. Identify potential issues early. (Fixed fee or hourly based)

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HMRC R&D Enquiry Support

Who it's for: Businesses whose R&D tax relief claim has been selected for a compliance check (enquiry) by HMRC. I can support claims prepared by me, by you, or by another advisor.

What's involved: I provide expert guidance and support throughout the HMRC enquiry process:

  • Objective review of the claim under enquiry.
  • Assistance in understanding and responding to HMRC's questions clearly and accurately.
  • Identifying any potential errors early and advising on communication with HMRC.
  • Building a robust defence of the claim's qualifying aspects.
  • Acting as your agent in corresponding with HMRC (if required).

Benefit: Navigate the stressful enquiry process with experienced support, aiming for a positive resolution and minimising potential adjustments or penalties. My track record in successfully closing enquiries speaks for itself. (Fixed fee per response or hourly based)

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Pricing Philosophy

My fees reflect the expertise, time, and diligence required for each service. I offer transparent pricing (e.g., ad-hoc work at £150/hour, fixed fees for defined packages) discussed and agreed upon upfront. No contingent fees. You pay for expert advice and peace of mind, not a percentage of the outcome.

Discuss Your Specific Needs | Get a Quote

Listen: Karen's Expertise in Navigating R&D Tax Relief