R&D Tax Services We Match You With
We match UK companies with specialists for six R&D tax services: preparing a claim under the merged scheme, claiming ERIS, handling HMRC enquiries, reviewing claims, applying for advance assurance and Patent Box. Choose the one closest to your situation, or simply tell us what is happening and we will work it out.
R&D tax credit claims
For companies making a new or annual claim under the merged scheme. Covers eligibility, costs, the technical report, the AIF and return figures.
Claim preparationERIS claims
For loss-making SMEs spending at least 30% of total expenditure on R&D. Includes the intensity test across connected companies.
ERISHMRC enquiry support
For companies that have received a compliance check letter about an R&D claim, or expect one.
Enquiry supportClaim review and second opinion
For companies unsure about a claim prepared by someone else, before or after filing.
Claim reviewAdvance assurance
For SMEs that want HMRC's view before claiming, through full or targeted advance assurance.
Advance assurancePatent Box
For companies earning profit from patented inventions, often after R&D projects.
Patent BoxWhich service do you need?
The service you need depends on where you are in the claim cycle. If you have never claimed, start with claim preparation and check the claim notification deadline straight away. If you are loss-making and research heavy, ask about ERIS. If HMRC has written to you, enquiry support is urgent because response windows are short. If you already have an adviser but feel uneasy, a review gives you an independent view without switching firms.
| Your situation | Service | Urgency |
|---|---|---|
| First claim, year end within the last six months | Claim preparation | High: claim notification may be due |
| Annual repeat claim | Claim preparation | Normal: two-year window |
| Loss-making, R&D is a large share of costs | ERIS claim | Normal |
| HMRC letter about an R&D claim | Enquiry support | High: reply by HMRC's date |
| Worried about a past claim | Claim review | Medium: amendments have time limits |
| Unsure if a project qualifies | Advance assurance | Before you claim |
| Patent granted, product selling | Patent Box | Elect within two years of period end |
Get matched with a vetted R&D tax specialist
Tell us what you do and roughly what you spend on development. We check the basics, then introduce you to a specialist from our panel whose sector experience fits your work.
- Free to use, with no obligation to appoint anyone
- Introductions only to firms that meet our panel criteria
- Fee terms in writing from the firm before you sign anything
- We flag claim deadlines we can see from your answers
Our matching service is free for businesses. Specialist firms on our panel pay us a fee when we introduce a business to them. That fee does not change the price a firm quotes you, and you are never obliged to appoint anyone we introduce.