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R&D tax credit services

Specialist-led claims, built to withstand scrutiny.

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What makes Source Advisors different?

For over 20 years, we have been the partner of choice for many leading accounting firms and count FTSE 250 companies among our clients. Whatever industry or sector, Source Advisors can identify eligible innovations that qualify for both R&D and Patent Box tax relief.

  • No stone left unturned – discover every eligible R&D project.
  • We do the heavy lifting – avoid unnecessary interruptions to your technical and finance teams.
  • Compliance first – ensure evidence-led claims aligned to current HMRC requirements.
  • We back our work – if HMRC asks questions, enquiry support is included in the fee you’ve paid.

We comply with Professional Conduct in Relation to Taxation (PCRT) which sets out the professional standards that are expected of an advisor when undertaking tax work.

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Our R&D track record

1983

Source Advisors founded

of claim benefit delivered​
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Specialists available globally ​
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accountants work with us
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Our R&D tax credit services

R&D tax credits

R&D tax credits

We prepare technically robust and compliance-led R&D claims.

R&D enquiry service

Facing an HMRC enquiry? Our report gives a straightforward opinion and suggests next steps.
For Accountants

Accountant outsourcing

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

How to make an R&D tax credit claim ​

We want to work with you to get the best results for your business. With Source Advisors every step will be easy and transparent.

1
Discovery​​
One of our consultants will find out about your business and its R&D activities to understand how we can add value. If we don’t think we can help at all we’ll let you know. We will check with your accountant to ensure that an R&D claim is feasible based on your structure, costs and timeline.
2
Planning​​
We will set out our plan for working with you up front – our team, the likely focus and what we will charge. We will agree the best way to engage with your team, laying out the priorities, timelines and collective goals.
3
We get to work
If we need to submit a Claim Notification Form, then we’ll do that on your behalf. Importantly, we will match you with the right Technical Consultant to understand your business and speak your language. They will be at the centre of the wider team of Financial Consultants, tax professionals and business support that will work together on your claim.
4
Your technical report
Our Technical Consultant will establish the key project areas, alongside the relevant stakeholders so that we can work together to determine every qualifying projects. We will work with your natural business flow to avoid unnecessary interruptions to your technical team. We do the heavy lifting to research the baseline and craft the technical narrative that HMRC require.
5
Your financial report
We will dive deep into your financials to accurately assess the full range of costs for the projects we have identified. We will bring this together into a succinct report that captures your qualifying activities, related costs and the benefit you will receive.
6
Submitting your claim​​
With your approval we will submit the Additional Information Form and liaise with your Accountant to submit the Corporation Tax return to HMRC.
7
Standing by your claim with HMRC​​

If HMRC have any questions or opens an enquiry, we will deal directly with HMRC on your behalf to resolve the matter quickly and effectively. We have the confidence to stand by our claims with a proven claim methodology and a rigorous quality assurance process.

8
Ensuring you receive your benefit
Whether it is a reduction in your tax paid or a tax credit, you can be confident that you will receive a tangible and fully optimised benefit for the investment you have made in innovation.

Creating the right team for you

Our fees

You should decide your preferred approach to fees, taking into consideration your track record of claiming R&D tax relief, the growth phase of your business and the scope of the work required.

At Source Advisors, we have a blend of options. Please contact us to find out more.

Fixed fee

Where there is clear scope of work, a project-based fixed fee can be the right answer.

Contingent fee

This fee arrangement will be based on an agreed percentage of the value you receive in your claim.

Fixed + performance

We can tailor a bespoke fee structure which has an element of fixed fee plus a risk-aligned performance fee.

R&D in your sector

Technology and communication

Professionals and science

Manufacturing​

Construction​

Forestry and fishing

Finance and Insurance​

FAQs

Source Advisors works alongside accountants to complement their skills, working together to offer our clients the best R&D and IP advice available. We have a compliance-led approach which will ensure a robust claim is put together minimising any risk of HMRC enquiry.

Whatever industry or sector, Source Advisors can identify eligible innovations that qualify for R&D tax relief.

Our Technical Consultants make working with Source Advisors unique. Your Technical Consultant will speak your language so they will waste no time in getting to grips with the work you do.

Whether a business is big or small, complex or simple, single or multi-site – we will find a Technical Consultant who has the right mix of skills.

We know from experience that every business is unique, and we will tailor our approach accordingly. This will minimise the disruption to your normal business process and achieve optimum outcomes for you or your clients.

We will considerably reduce the demand on your staff by working efficiently with your teams.

As a Source Advisors client, if you face an HMRC enquiry we defend our claims free of charge and run that process on your behalf. Our enquiry rate is consistently lower than HMRC’s average.

Source Advisors also has the expertise to review your patents or identify Intellectual Property that is patentable. Source Advisors will be able to identify if this is the case for you and advise on further benefits that might be available.
Unlike any other provider, Source Advisors takes a genuinely holistic approach and thinks about the big picture. We look at your innovation as a whole rather than breaking it down into parts – so you can be sure that you receive the full credit due.

Already claiming R&D tax credits?

If you’re already claiming R&D tax credits, we would be happy to discuss ways that Source Advisors can improve that process for you. It is important to ensure that you are optimising the value of your claim, covering all regulatory requirements and uncovering the wider benefits of your IP. Whether this is part of a formal tender process or a more informal conversation, it’s worth getting in touch.
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Source Advisors team

Learn more about R&D tax relief

Understand the different R&D tax relief schemes for UK firms, including RDEC and ERIS
What to do when HMRC opens an enquiry into your R&D tax relief claim
Check if a Claim Notification Form (CNF) is required
Who can claim R&D tax credits when R&D projects are contracted out?

Speak to an R&D tax relief specialist

Contact us
Find out more about R&D tax relief schemes

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