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Ad Valorem

Ad Valorem

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Programming
< R&D Tax Credits

R&D Tax Credits for Accountants

Since 2012 Ad Valorem’s dedicated team of tax credit experts have provided specialist R&D tax relief services to a variety of businesses ranging from start-ups through to large and complex corporate organisations.

Unlike most boutique providers, Ad Valorem offers no minimum claim level and a 100% success-based fee structure, plus offering the professionalism and protection of a regulated ACCA practice.  As an award-winning R&D Specialist firm, Ad Valorem is perfectly placed to help your accountancy business unlock the latent income in your client bank.

Our R&D Tax credit accountant and referrer partner programme will add value to your clients, boost your relationships and of course, provide financial support.

To help you and your client or referee make the best use of your time, we will support and assist at every step of the claim and use our tried and tested approach to maximise each claim we make. We can even review current and historic claims, which in many cases, can be increased or uplifted.

Supporting partner accountancies with their R&D Tax Credit needs

Following your referral will invest time to fully understand your clients business and ascertain the total extent of the their R&D eligible activity.  We will then work with you and the client to determine the eligible R&D costs. Our process can be seen in detail, on the righthand side of this page.

As a regulated firm, we also include any enquiry defence as part of our fixed fee rate and with our expert team, including tax specialists and HMRC consultants, we can also provide extremely comprehensive support to any claim or enquiry.

Start your clients claim here

Get in touch with us to see how we can help you and your clients

The R&D Tax Credit Journey

Here’s a simple guide to your clients R&D tax credit journey 

STEP 1 (within a week)
Book fact-find meeting 

Ahead of this meeting you will be sent a short information pack explaining the purpose, setting the agenda and detailing any information you need for the meeting. 

STEP 2
Undertake fact-find meeting 

Sit back, relax and talk it all through with your Client Manager. 

STEP 3 (within four weeks of Step 2) 
Claim preparation  

Please bare with us while we collate all of the information gathered into your Draft Technical R&D Report and Draft R&D Expenditure Summary. 

During this period we may request some additional information. 

STEP 4 (within three days of Step 3) 
Internal review and quality control 

We pride ourselves on delivering the best service and reports possible. In order to achieve this we must ensure that all work meets our high standards. 

STEP 5 (within one day of Step 4) 
Client review  

The Big Reveal! Your first look at your R&D report. Please review the Draft Technical R&D Report and Draft R&D Expenditure Calculations. 

This is your report and if you want anything amended please let us know.  

STEP 6 (within one week of Step 5)
Finalisation   

We will make all the suggested adjustments and finalise the report.

STEP 7 (within one day of step 6) Submission    

We will send the finalised report and expenditure summary to your accountant along with detailed filing instructions on how to submit the claim to HM Revenue & Customs. 

STEP 8 
Now we wait…     

Now HM Revenue & Customs has the claim and will look to process it within 28 days. 

They do experience periods of high volume and there may be delays in them processing claims. Rest assured, this is nothing to worry about and we will liaise with HM Revenue & Customs in these cases and keep you apprised of their current processing times. 

STEP 9 
Completion      

The claim has been processed and accepted by HM Revenue & Customs. We will contact you with the good news and advise as to the total tax saving. 

We will also invoice you at this point. 

STEP 10 
Count the days until your next claim!       

SERVICES

Cloud
Accountancy

Bring your finances into real time with our Cloud Accountancy packages.

Tax
Services

Our specialist expertise ensures you pay the correct amount of tax with our tax planning and advice.

R&D
Tax Credits

Eligible for R&D Tax Credits? We can help maximise your claim.

Wealth
Management

We can help maximise and protect your hard-earned wealth so that you can have financial freedom in your retirement.

Finance &
Banking

We can help with all aspects of corporate and personal finance.

Audit

We provide a range of audit and assurance services to our clients, including voluntary and statutory audit, assurance reports and client money audits. 

Innovative Financial Collaboration

Ad Valorem are a family run accountancy practice who are perfectly placed to help you with every financial aspect of your business. We focus on providing businesses and individuals with the best technology available, to ensure clients are operating as efficiently as possible, whilst fully understanding their financial position.

Based in Milton Keynes, Ad Valorem are one of the regions leading firms of chartered certified accountants. We pride ourselves on having a proactive approach to compliance and advisory services, focusing on people and human experience ensuring we continuously communicate and have conversations with our clients to fully understand their motivations and ambitions.

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Keep in touch with us

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2 Manor Farm Court, Old Wolverton Road,
Wolverton, Milton Keynes MK12 5NN
01908 219100
enquiries@advaloremgroup.uk
  • About
    • About Ad Valorem
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    • Work for us
    • Testimonials
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    • Taylor Roberts
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    • R&D Tax Credits
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    • Wealth Management
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