Vicki is responsible for leading Source Advisor’s strategic partnerships with UK Accountancy practices, working with senior partners and leadership teams, to support sustainable and compliant R&D delivery.
Her background spans professional practice, industry, and entrepreneurship. After training with a top-20 accountancy practice, Vicki moved into Finance Director roles within engineering and manufacturing businesses, before specialising in R&D tax relief. She later co-founded Luvo Financial, an R&D tax consultancy that was acquired by Source Advisors in 2021.
Since joining Source Advisors, Vicki has built and led the firm’s partnership strategy, focusing on long-term relationships, technical confidence, and policy informed insight.
At Source video series host – Watch here
Accountancy Today – Accounting Partner Director appointed
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“My focus is on helping practices feel confident in how they approach R&D, particularly as scrutiny and policy continue to evolve. That means combining technical understanding with clear communication, practical insight, and a genuine appreciation of how accountancy firms operate day to day.
I work closely with senior leaders in accountancy firms to build long-term partnerships that are open, practical, and beneficial to our partners.”
As we kick off 2026, we are launching “At Source” our regular series of short videos focussing on different aspects of the R&D landscape. In
Claim Notification Forms (CNFs) are still a hot topic. When are they needed, when are they not? We also then had the recent concession from
Claim notification requirements have caused headaches for accountants and their clients since they came into effect from accounting periods starting on, or after, 1 April
Anyone involved in the R&D tax relief market will have experienced the volatility and changes the last two years have brought. Changes in rates, focus
Updated January 2025 You will have heard that soon, in some circumstances, HMRC will need advanced notice of your intention to claim R&D tax relief.
Accountants are reflecting upon their ability and appetite to continue to offer R&D tax relief services to their client base. Some accountants may even be
An increasing number of accountants are looking to partner with Source Advisors to provide a compliance-led, technically rich, R&D tax relief offering to their clients.
You’ll remember that on 31 March 2023, GovGrant was acquired by Source Advisors LLC an exciting step on our continuing journey as the UK’s authority
You may have seen that the R&D tax relief schemes have been in the news again, based on new activity and information from HMRC. For
A headline in The Times, Saturday 20 May 2023 stated “Brace yourself for more HMRC chaos” and warned that new tax rules would mean more
