From initial eligibility assessments to fully supported HMRC submissions, we manage your Research and Development (R&D) claim end‑to‑end so you can focus on innovation.
R&D Tax Relief
Proven R&D Success. Expertly Delivered.
Why Oury Clark?
We have been here since the start.
Since the legislation was introduced in 2000, we have successfully been making R&D claims for clients from a broad range of industries.
Your work is handled by qualified tax specialists.
Your claim isn’t outsourced. It’s prepared by qualified tax advisors and accountants who understand the legislation and how HMRC interprets it.
Integrated tax expertise, not just an R&D report.
We consider how the R&D claim affects your wider tax position – corporation tax, group structure, future years, and financial statements – ensuring it all works together correctly.
Collaborative approach with your team.
We handle the heavy lifting. You give us the technical input, and we take care of the structure, drafting, figures, and submission.
Does this apply to me?
Research and Development (R&D) tax relief supports companies that are actively engaged in research and development activities.
The relief is project-based, and a qualifying project involves working to solve a scientific or technological uncertainty.
There are two main schemes available:
The main type of relief is the R&D expenditure credit (RDEC). This scheme can give up to 16.2% of the qualifying spend as cashback.
Certain companies can access Enhanced R&D Intensive Support (ERIS), which provides relief access a 27% rate.
The main type of relief is the R&D expenditure credit (RDEC). This scheme can give up to 16.2% of the qualifying spend as cashback.
Certain companies can access Enhanced R&D Intensive Support (ERIS), which provides relief access a 27% rate.
How does billing work?
We offer three approaches for paying for the professional support on the claims, either 1) on a contingent basis, 2) an hourly charge or 3) a fixed, non contingent basis.
The Process
1. Initial Call
An initial call to establish eligibility.
2. Onboarding
The terms of engagement need to be agreed etc.
3. Technical Call Narrative
Detailed discussion with your finance and technical team to produce initial drafts.
4. Review
You are provided with annoted report with queries and suggested improvements.
5. Client Feedback
Draft version discussed in detail with your team to complete the report.
6. Finalisation
Once approved the report is finalised including the R&D Credit figures.
7. Submission
R&D report submitted to HMRC
Your R&D questions answered.
In general companies, will be able to claim under RDEC.
ERIS is available to companies that meet the following conditions:
- They are loss making;
- They spend 30% of the entire group’s cost on UK R&D;
- They qualify as a small or medium sized enterprise (SME) for the purposes of R&D relief (for the year in question) – i.e.:
- must have a staff headcount of less than 500, and either: turnover not exceeding €100m; or balance sheet total not exceeding €86m.
In addition to the CNF there are two other documents that must be submitted to HMRC, tax return for the period and the Additional Information Form (AIF).
ERIS eligibility information is also included, should this apply.
We also generally advise submitting a full R&D report with the claim.
Eligible costs include staff costs, consumables, subcontractor payments, and software expenses.
As the R&D claim is made within your tax return there is a standard two year window to claim.
Please note that a CNF is required within 6 months for the accounting period end to be eligible to claim.
HMRC typical process claims within 40 working days.
In this period they will either pay out the claim or make enquiries if additional information is required.
Arrange a meeting to discuss!
Meet the Team
Andrew Oury BEng, ACA, CTA
Accounts, Tax
Natalie Poundall BSc (Hons), ACA, CTA
Accounts, Audit, Tax
James Pleace MMath, ACA, CTA
Tax
Matt Kingdon BSc (Hons) FCCA
Accounts, Audit
Let Us Help You
Let us Introduce Ourselves
To find your nearest office or get in touch with one of our specialist advisors to see how we can help your business, please go to our contact page.