R&D HMRC Enquiry Defence with Lumina.

Specialist Expertise You Can Trust

With expertise in the latest R&D legislation, tribunal outcomes, and compliance standards, Ad Valorem’s enquiry defence team handles HMRC enquiries with confidence and clarity – minimising disruption and achieving swift, effective resolution.

Our team has an outstanding track record in achieving full resolution for our clients across sectors including software, fintech, e-commerce, automotive, electronic and mechanical engineering, digital identity solutions, smart home technology and data science to name but a few. 

In 2025 we successfully closed 29 HMRC enquiries protecting £2m in tax benefit for enquiry defence clients and providing a clean slate for future claims to support their investment in R&D.

Enquiries are resolved through:

• Detailed correspondence
• Timely and appropriate action
• Caseworker meetings
• Independent Review
• Alternative Dispute Resolution 
• Tribunal listings

Our experienced enquiry defence team is led by a former senior HMRC inspector who worked for many years on a specialist R&D unit within the Department. 

Suzanne brings strategic insight into HMRC’s view of risk and approach to Compliance, with  insider understanding of HMRC process.

We will discuss HMRC’s letters with you and explain the enquiry process and routes to resolution. 

Through interaction with you we will provide detailed responses to HMRC on your behalf and manage all stages of the enquiry process. 

We will represent you at HMRC caseworker and Alternative Dispute Resolution meetings and ensure you are thoroughly prepared for these. 

With Ad Valorem Lumina, your R&D enquiry is in safe hands.

A selection of kind comments from clients:

“This is INCREDIBLE news.  What an absolute relief.  I cannot thank-you all enough for your support and expertise.  Thank-you, thank-you, thank-you!”

“Oh wow. That is fantastic news, Suzanne.. let me start by saying a big thank you to you and Chris for the support you have given us. This hasn’t been easy and has carried with it a level of stress that we have been able to manage thanks to your expertise and the confidence that we would prevail. Appointing Ad Valorem as our trusted advisor is one of my best decisions.”

If you are facing an HMRC R&D enquiry, and would like to discuss your position with our team, please get in touch.

(E) enquiries@advaloremgroup.uk (T) 01908 219100 (W) advaloremgroup.uk