Shortlisted for Tolley’s Tax Awards 2026

Ad Valorem Group is delighted to announce that we have been shortlisted as finalists in the Tolley’s Tax Awards 2026, one of the most prestigious events in the UK tax calendar.

This recognition reflects the strength of our specialist offering through Lumina, and the impact our team continues to deliver for SMEs navigating increasingly complex tax landscapes.

Award Nominations

We are proud to be shortlisted in two categories:

• Specialist Tax Team of the Year – Lumina R&D Specialist Team
• Tax Mentor of the Year – Suzanne Clements, Head of R&D

These nominations recognise both the collective strength of our specialist tax team and the leadership that underpins it.

A Recognition of Specialist Expertise

Our Lumina R&D team brings together a unique combination of expertise, including former HMRC specialists, chartered accountants, technologists and industry professionals.

This depth of knowledge allows us to deliver a service that is not only technically robust, but also practical and commercially focused for SMEs.

At a time when the R&D landscape continues to evolve, our approach remains consistent, helping clients prepare robust, defensible claims and supporting them with confidence throughout the enquiry process.

Delivering Impact for SMEs

While awards are always appreciated, what matters most is the impact behind the recognition.

Over the past year, the Lumina team has continued to support innovative businesses across the UK, combining technical excellence with a strong focus on client outcomes.

Highlights from our award entry include:

• A proven track record of successfully supporting clients through HMRC enquiries, with strong outcomes achieved
• A high-assurance, compliance-led approach designed to meet increasing regulatory scrutiny
• Continued investment in specialist expertise, blending tax, technology and industry knowledge
• Ongoing commitment to supporting SMEs with clarity and confidence in an increasingly complex environment

This work reflects our wider philosophy, delivering specialist tax advice that businesses can rely on, especially when it matters most.

Recognising Leadership in the Industry

We are also incredibly proud to see Suzanne Clements, Head of R&D, shortlisted for Tax Mentor of the Year.

Suzanne’s leadership, experience and commitment to raising standards across the R&D sector have been instrumental in shaping the strength of our offering. Her background, including senior experience within HMRC, brings invaluable insight to both our team and our clients.

Looking Ahead to the Awards Night

The Tolley’s Tax Awards bring together the very best of the UK tax profession, and we are honoured to be recognised alongside so many leading firms and individuals.

📍 Awards Night: Thursday 14 May, Hilton Park Lane

We wish Suzanne and the entire Lumina R&D team the very best of luck.

Supporting Your Business

If you are exploring R&D tax relief or want confidence that your claim is robust, defensible and fully compliant, our specialist team is here to help.

Get in touch with Lumina to see how we can support your business.

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