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.
Vicki is joined by our IP & Policy Lead, Akshay Thaman, for an insightful discussion on the UK Patent Box regime and the opportunities it can offer your innovative clients.
Vicki and Sam Warren talk with Ruth Potter, Tax Partner at Ecovis Wingrave Yeats. Here, they discuss the factors that influenced Ecovis’ decision to outsource R&D and her experience of working alongside Source Advisors.
Vicki and Samantha Reading, Operations Manager at Source Advisors, dig into the admin requirements of an R&D tax credit claim.
In this episode, we’re joined by our client, Matt Legon, CEO of Gnaw Chocolate, to discuss a firsthand client experience of the HMRC enquiry process.
Vicki is joined by Deborah Chapple, who shares insight on how to approach an HMRC enquiry and dispute resolution.
25 February 2026
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
Vicki is joined by an expert panel from Source Advisors to discuss the complexities of contracted out R&D.
14 January 2026
Vicki and Samantha Reading, Operations Manager, kick off the series digging into the admin requirements of an R&D tax credit claim.
In this episode, Vicki is joined by our Akshay Thaman, IP & Policy Lead, to discuss all things Patent Box.
Vicki sits down with Managing Director Luke Hamm to discuss the R&D tax scheme. Plus what motivates him as MD of Source Advisors.
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.
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