Accountants
Source Advisors joins the UK200Group
From 1 August, Source Advisors has become the newest business partner to the UK200Group.
Luke Hamm | UK Managing Director
6 August 2025
To grow your practice, you need an R&D partnership that offers a complementary skillset to your own. A partner who can add value to your client base. Source Advisors has a proven track record and long-standing relationships with many accountancy firms in the UK.
Our dedicated team support our accounting partners to offer unrivalled tax relief services to their clients.
Source Advisors absorbs the increased workload now required in preparing an R&D claim for your clients. We are aware of any updates to the processes and guidance of making R&D tax relief claims and handle any new administrative requirements or procedures on your behalf.
As R&D specialists, we stay one step ahead of legislative changes and their impacts. We have a compliance-led approach, with a knowledge of what HMRC wants to see in an R&D claim. We apply those same skills when we defend an R&D claim in an HMRC enquiry, carry out compliance assessments, or offer other specialist guidance.
Source Advisors supports you with a dedicated team, who will become an essential part of your R&D team. We hold regular CPD-certified training, delivered by webinar or in your office, to upskill your people.
We want your accounting practice team to be able to have the innovation conversation with your clients. Through Source Advisors you can extend your service range beyond R&D to offer a Patent Box service and IP strategy.
When you offer R&D services to your clients, through your partnership with Source Advisors, you can be sure that your clients receive a service that is second to none. You can proceed safely with the knowledge that we have mitigated your risk of making inaccurate claims and protected you and your clients against the costs of defending an enquiry.
As our accounting partner, you will automatically have full visibility and transparency into your clients’ journey through their R&D tax claims. Importantly, our portal allows you to share sensitive and confidential documents securely.
“What Source Advisors offers is in a different league…I can’t think of anyone else who is this committed to their accounting partners”
Accounting partner
“What Source Advisors can offer complements our core services, meaning we can do more and deliver more value for our clients.”
Matthew Portess | FCCA
“Given the complexities surrounding R&D tax relief claims, some years ago my firm made a decision to outsource this work to Source Advisors. This was an excellent decision…”
Jeremy Clarke-Morris | Tax Partner
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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From 1 August, Source Advisors has become the newest business partner to the UK200Group.
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