The core service: claims done properly
The engagement runs the sequence this site documents, because the site documents how we actually work. Scoping first, including the go/no-go view and the notification position. Then the substance: structured interviews with your competent professionals, the qualifying-cost analysis with evidence behind every apportionment, and a technical narrative written to be checked. Then the mechanics: the Additional Information Form, the return entries, and filing coordinated with your accountant. A chartered tax adviser reviews the whole claim before anything reaches HMRC.
The fee for all of that is fixed and agreed in writing before chargeable work begins. It varies with the drivers that genuinely change effort, boundary rules engaged, state of records, first-year setup, and never with the size of the claim.
What sits outside the fixed fee
Saying this plainly is the point of the page:
- HMRC enquiries. Responding to an HMRC enquiry is not included in the fixed fee. We do not bake a notional enquiry premium into every fee, and we are clear from the outset that enquiry work sits outside the engagement.
- Past-claim problems. Reviewing or correcting earlier claims, including disclosure work, is quoted once the shape is clear.
- Adjacent regimes. Patent Box, grants strategy and wider tax planning are scoped and priced on their own merits, so the core fee stays clean and each piece of work is agreed on its own terms.
Reviews and second opinions
Two smaller services exist because the market needs them. One is a pre-submission review of a claim you have prepared yourselves, against the same checklist we use. The other is a risk review of past claims, for companies worried about what an enquiry would find. It ends in a written view and, where needed, a correction plan. Both are priced on request; neither obliges you to the full service.
Frequently asked questions
What does the fixed fee include, precisely?
Scoping and the honest go/no-go view; interviews with your technical leads; the qualifying-cost analysis; the technical narrative; the Additional Information Form; the return entries for your accountant or ourselves to file; and chartered review of the whole claim before submission.
What does it exclude?
HMRC enquiry work, which is not included in the fixed fee and is handled separately if a check arrives; Patent Box and other adjacent regimes, scoped on their own; and fixing past claims, which is quoted as its own piece of work once we have seen the shape of the problem.
When is the fee agreed and payable?
Agreed in writing before any chargeable work begins, after the free scoping conversation. If our first view is that there is no claim, you are told then, and no fee arises.
Can you work alongside our accountant?
Yes, and most engagements run that way: we prepare the claim and the AIF, your accountant files the return with our entries, and both advisers appear on the claim as the regime intends. We are direct about who does what so nothing falls between.