R&D Tax Relief

Our experience

We use a proven methodology to ensure that claims are clear, robust and maximised, while minimising the time required from clients and their staff.

We have experience of making claims across a wide range of industries, from the travel sector to mining, software development, food manufacturing, translation, financial services, engineering and pharmaceuticals. No industry should be thought of as ‘off the table’.

Our team also has experience of submitting claims on behalf of companies of very different scales – from the largest multinational groups to small start-ups of only a few people.

If your company is undertaking any kind of product, process or system development, then you should be thinking about R&D Tax Relief, and we would be please to discuss this with you.

production line

Our Services

At TAP we are able to offer our clients Big 4 expertise, but with a more open and flexible approach to client service and fees.

Our fees

Our fees are structured in order to ensure that companies undertaking qualifying R&D activity receive as much of the cash benefit of making an R&D claim as possible.

If you would like more information on our services and fees, please call us on 020 80371030 or complete the form on this page and a member of the R&D team will come straight back to you.

The government has published draft legislation setting out the design for a merged SME and RDEC scheme, replacing the separate existing schemes. This is following an initial consultation in January 2023, in which Tax Advisory Partnership actively participated. The new merged scheme could come into force as early as 1 April 2024, however, the introduction of a merged scheme is not yet confirmed.

It is suggested that this merged scheme will operate in a similar manner to the existing RDEC scheme, rather than the SME scheme. The merged scheme will offer a taxable credit, based on a percentage of R&D expenditure, that can be offset against a company’s tax liability or, subject to some adjustments, be paid in cash to the business.

Initial call

We will start by offering you a free initial call to discuss your company’s activities and whether R&D Tax Relief may be relevant to you.

Claim services

If from this initial call it is determined that R&D is relevant to your business, we will offer you a meeting. The range of R&D claim services we can provide will depend on each client’s individual needs. However, some examples of the services we offer include the following:

Full claim preparation and submission, including determining where the R&D activity happens in your business, analysing your accounting records to establish the qualifying expenditure, preparing the claim and supporting documentation to meet the requirements of HMRC and, if required, negotiation of the claim with HMRC;

A compliance review or second opinion to ensure that an R&D claim prepared by you, or another adviser will be robust to HMRC scrutiny and doesn’t contain obvious points of omission or error;

Assistance with your own claim preparation and submission. For example, if you have resource in-house and would like us to provide you with a lower-level service than we would provide with full claim preparation and submission. We would not advise this option if you have not made a claim in a previous year;

Knowledge transfer and training on the R&D Tax Relief claims process. If you wish to take the process largely in-house in future years we can assist you by training your people, embedding a methodology and providing guidance on the documentation you will need;

Assistance with HMRC enquiries into R&D claims which you have prepared in-house or which have been prepared by another adviser.

Please contact us for a free consultation by calling either 02080371030 or by completing the online enquiry form on this page.

For more information please follow these links:

Innovation Tax Relief Service Team

Meet the talented individuals behind our success! Our team is driven by innovation, expertise, and a shared passion

Aidan James

Partner

Dan Howse

Partner

Helen Mallalieu

Partner

0113 426 9311

Jamie Favell

Partner

Jay Yoganathan

Partner

Michael Bull

Partner

Russ Cahill

Partner

Scott Wickham

Partner

Sophia Watsham

Partner

Robert Astley

Family Office Partner

020 8037 1020

Charlotte Davies

US Tax Director

020 8037 1082

Grace Bonse

R&D Tax Director

020 8037 1031

Ian Feaviour

US Tax Director

020 8037 1080

James Graham

Private Client Tax Director

020 8037 1064

Rachel Alabaster

Private Client Tax Director

020 8037 1062

Sucheta Thomas

Private Client Tax Director

020 8037 1055

Zohra Bala

Corporate Tax Director

Paul Spenceley

Tax Consultant

0113 426 9309

Carmen Shippey

US Tax Senior Manager

Emma Fleet

Corporate Tax Senior Manager

0113 426 9315

Nick Townend

Private Client Senior Tax Manager

020 8037 1065

Paul Flannery

US Tax Senior Manager

020 8037 1095

Richard Middleditch

Private Client Tax Senior Manager

020 8037 1061

Sydnie Payne

Private Client Senior Tax Manager

Thomas Quinn

Corporate Tax Senior Manager

0113 426 9317

Toyan Williams

Corporate Tax Senior Manager

Ben Greenwood

Private Client Tax Manager

020 8037 1071

Hemma Chana

US Tax Director

Jeethu Job

US Tax Manager

Kim Liu-Newman

Corporate Tax Manager

0113 426 9316

Nicky Hutchison

Accounts and Finance Manager

0113 426 9303

Oliver Baker

Accounts Manager

020 8037 1074

Olivia Denton

Corporate Tax Manager

0113 426 9318

Martin Sevtsov

Marketing Coordinator

0208 037 1015

Rachel Ezrachie

Office and Operations Manager

020 8037 1100

Sophie Richards

Office and HR Manager

Alina Miron

US Tax Assistant Manager

020 8037 1099

Alister Gracias

Private Client Tax Assistant Manager

020 8037 1073

Amy Johns

US Tax Assistant Manager

Danica Owen-Davidson

Private Client Tax Assistant Manager

020 8037 1072

Darshini Dayanand

US Tax Assistant Manager

Emma Beattie

Accounts Preparer

0113 426 9319

James Fothergill

Corporate Tax Assistant Manager

0113 426 9312

Hugo Costain

Private Client Tax Senior

James Davies

Corporate Tax Senior

0113 426 9315

Jess Bonner

Senior US Administrator

020 8037 1091

Talia Lockwood

Corporate Tax Senior

0113 426 9306

Ben Warner

Corporate Tax Assistant

0113 426 9301

Charlie Hill

Private Client Tax Assistant

Elias Cox

Corporate Tax Assistant

0113 426 9314

See All

Our Clients Love us

We strive to deliver the best possible service to our clients. It is extremely rewarding to the team to receive positive feedback from clients.

There are times when we can help identify and expedite a tax refund, which are always gratefully received but for the majority of the time we help ensure that our clients remain compliant with their tax obligations and the amount of tax being paid is the correct amount and nothing more.

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Excellent quality of work and very responsive to our demands

Director, Financial Management & Consultancy

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

Good advice about the closure of a ltd company, options have been explained in an understandable manner.

Management Consultant, Oil & Gas

I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!

Private Equity Executive and Entrepreneur

I needed some specialist tax advice in respect of a complicated capital reduction demerger, a partial buyout of my company. Without specialist advice the tax hit was going to be huge.

TAP Advisory were recommended to me by my accountant, and my solicitor was also very complimentary about TAP when they found out we would be working with them. Tap's reputation preceded them.

The fees TAP charged were reasonable in my eyes, and small in comparison to the money they saved me, I was VERY grateful for the advice and guidance.

TAP were great to deal with throughout, they kept me in the loop in laymans terms and liaised well with the other professionals looking after my interests.

I could not recommend them enough in respect of their extensive knowledge and experience.

Paul

Managing Director of Audiology Business

I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!

Mergers & Acquisitions, BP

In our company we see our TAP contact very much as one of our team. For example we see him as more of a part time employee than a service provider. To this extent he has always acted into his manner available whenever we need him and on demand. I have never thought of TAP as having other clients (even though I know they have), because the client servicing is amazing.

CFO, Leading European Blue Chip

Personable, communicative and responsive

Investment Director, Endless LLP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

Our company has engaged with Tax Advisory Partnership on R&D activities. Their service has been solution oriented, proactive, and good value for money. We have developed a good relationship with Tax Advisory Partnership and find their R&D consultants to be good listeners. I would highly recommend Tax Advisory Partnership for their knowledge of the regulations and the ongoing support they offer.

CFO of a major F1 motorsport company

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Excellent quality of work and very responsive to our demands

Director, Financial Management & Consultancy

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

Good advice about the closure of a ltd company, options have been explained in an understandable manner.

Management Consultant, Oil & Gas

Private Equity Executive and Entrepreneur

I needed some specialist tax advice in respect of a complicated capital reduction demerger, a partial buyout of my company. Without specialist advice the tax hit was going to be huge.

TAP Advisory were recommended to me by my accountant, and my solicitor was also very complimentary about TAP when they found out we would be working with them. Tap's reputation preceded them.

The fees TAP charged were reasonable in my eyes, and small in comparison to the money they saved me, I was VERY grateful for the advice and guidance.

TAP were great to deal with throughout, they kept me in the loop in laymans terms and liaised well with the other professionals looking after my interests.

I could not recommend them enough in respect of their extensive knowledge and experience.

Paul

Managing Director of Audiology Business

Mergers & Acquisitions, BP

CFO, Leading European Blue Chip

Personable, communicative and responsive

Investment Director, Endless LLP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

CFO of a major F1 motorsport company

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank