For groups, PE/VC portfolios, or multi‐site companies. We map incentives across the group and highlight tax‐saving opportunities and compliance priorities.

Scope:

• Group structure & activity mapping

• Cross‐entity R&D tax relief opportunities

• Patent Box potential and IP alignment

• Grants suitability (by company/theme)

• Quick wins, governance & risk hotspots

Deliverables: a portfolio heatmap, opportunity summary, and a high‐level implementation plan.

Turnaround: initial scoping call within 2 business days; portfolio summary within 7–10 business days of data receipt (depending on group size).

A specialist-led review of your most recent R&D Tax Credit claim to benchmark it against market practice, identify missed qualifying costs, and assess compliance with the latest HMRC guidance.

We review your current R&D methodology and HMRC-ready documentation to highlight any risk areas that could trigger an enquiry - plus recommended fixes.

Stay ahead of funding windows and submit stronger applications. This offer combines:

• A grants funding horizon scan tailored to your sector/technologies.

• One fundability assessment for your priority project, scored against current calls and criteria with recommended improvements.

Deliverables: a fundability scorecard with readiness gaps and next‐step recommendations.

Turnaround: fundability assessment within 5 business days of project info receipt.

A rapid, specialist‐led assessment of your eligibility across the main UK innovation incentives. We’ll evaluate potential fit and indicative benefit for:

• R&D Tax Relief

• Patent Box

• UK and international grants

• Capital Allowances

• Additional reliefs (where relevant)

Deliverables: a concise opportunities map with eligibility, next steps, and an estimated order‐of‐magnitude benefit for each item.

Turnaround: within 5 business days of receiving sufficient information.