Our insight series

This is a regular series of short videos focussing on different aspects of the R&D landscape. We aim to address some of the frequently asked questions from our accounting partners and other tax professionals.

In each episode, Vicki Morrall, our Accounting Partner Director, will host a discussion with Source Advisors experts. Here we share our unique insight.

R&D in software | How to assess qualification

Vicki is joined by Technical Consultant Zaim Akhtar to discuss how to assess qualifying R&D in software-related claims, the pitfalls and examples.

14 January 2026

Explanation of contracted out R&D and other key changes in the new scheme

Vicki is joined by an expert panel from Source Advisors to discuss the complexities of contracted out R&D.

14 January 2026

Enquiries and dispute resolution. How should you approach?

This week, Vicki speaks with our R&D Director, Deborah Chapple, who shares insight on how to approach HMRC enquiries and dispute resolution.

The administrative requirements of an R&D tax credit claim

Vicki and Samantha Reading, Operations Manager, kick off the series digging into the admin requirements of an R&D tax credit claim. 

Patent Box | Where do the complexities lie?

In this episode, Vicki is joined by our Akshay Thaman, IP & Policy Lead, to discuss all things Patent Box. 

Meet the MD

Vicki sits down with Managing Director Luke Hamm to discuss the R&D tax scheme. Plus what motivates him as MD of Source Advisors.

A specialist R&D partner for accountants

We see our partnership with accountancy firms as a central and integral part of our business.

Partnering with Source Advisors can help your clients claim under HMRC’s R&D tax credit and Patent Box schemes.

Speak to a member of our team​

Please see our privacy policy for more information.

We will never share your details with any third party.

Latest news and views for accountants

Accountants
Vicki Morrall | Accounting Partner Director

Claim Notification Form – upcoming deadline

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