Services
R&D tax credits
We prepare technically robust and compliance-led R&D claims.
New merged R&D expenditure credit
This single scheme for R&D tax relief brings new rules.
Enhanced R&D Intensive scheme
A new ‘rate’ for loss-making R&D intensive SMEs.
HMRC enquiry service
Our report gives a straightforward opinion and suggests next steps.
IP consulting services
Craft an IP strategy that aligns to your business goals.
Patent Box
Benefit from reduced Corporation Tax on profits related to patented technology.
IP Harvest
A quick and simple review to establish if you have something worth patenting.
International tax planning
Navigating tax incentives for organisations with international business interests.
For Accountants

Outsource your R&D work to a market-leading specialist.
For Investors

An assessment of R&D risk and opportunity across your portfolio and pipeline.
CALCULATE

your R&D tax relief rate here
Insights
Knowledge hub
A series of guides on the technical aspects of R&D and IP.
Latest thinking
Our latest blog posts sharing R&D, IP and company news.
Events
Our expert-led, CPD- accredited webinars for accountants..
Our research
Our detailed research to understand the current reality in the R&D ecosystem.
Sector research
Our research in decarbonisation, renewable energy and agricultural innovations.
First-tier Tribunal (Tax)
A summary of the FTTs concerning R&D tax relief.
HMRC stats 2025
HMRC data on R&D tax relief and Patent Box projected for the year 2023-24.
At Source

Our video insight series for accountants
Eligibility checker for contracted out R&D
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Our services

R&D tax credits

In the UK companies are able to claim tax relief for their R&D activity. With our thorough understanding of the R&D ecosystem, our technical capability and our compliance led approach, we create value to our clients by identifying their R&D and creating a robust claim.

IP consulting services

We see your IP through a commercial lens – to look both inside your business and externally at your industry and competition. Our services include Patent Box which allows innovative UK businesses to benefit from a reduced Corporation Tax rate on profits related to their patented technology.

International tax planning

For organisation that have international business interests, navigating through the tax incentives available can be challenging and complex. At Source Advisors, we want to guide you through the right strategy, starting with your key domestic territory and then identify how overseas matters can complement your tax planning.

Research and Development Allowances (RDAs)

RDAs offer tax relief for businesses incurring qualifying capital expenditure relating to R&D activities. Clients should explore the pros and cons of this scheme to make sure that they optimise the tax benefit for their business.

For Accountants

We see our partnerships with accountancy firms as a central and integral part of our business. Partnering with a specialist like Source Advisors can reassure accountants who have concerns over compliance, the increased risk of an enquiry, and the demands on time and resource in offering an R&D service in-house.

For investors

To gain an edge, investors have to plan and capture the full upside from incentives on R&D, Intellectual Property and patents. We work as partners with the investment community to improve outcomes on value, risk and insight metrics.