Free Guide

R&D Tax Credits Pre-Claim Checklist

Companies claiming R&D Tax Relief are facing a perfect storm: sky-high enquiry rates, a more demanding claims process, and shifting regulations.

To help you navigate these choppy waters, GrantTree’s R&D Tax Relief experts have compiled the Pre-Claim Checklist, a free guide explaining the key issues you should review before you start work on your next submission.

What's in the Guide?

Seven key things you need to consider before you start work on your next claim
Discover whether you need to submit the claim notification form before you submit
Expert advice on preparing the additional information form (AIF)
Navigating subcontractor arrangements and group structures compliantly

Get the Guide

GrantTree is Here to Help

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To get help with your upcoming claim, just get in touch.

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What Our Clients Say

Kyle DuPont

Ohalo

GrantTree has been an invaluable companion during this time of dramatic change for the R&D Tax Relief scheme, giving me and my team complete peace of mind during the claim process.

Laura Parsonage

Built Intelligence

GrantTree’s R&D Tax Relief service is efficient and compliance-focussed. They are the perfect partner during this uncertain time for the R&D Tax scheme.

Oliver Chapple

Webdadi

GrantTree has consistently been able to capture the information we provide and distil it into something HMRC understands. I don’t think another agency could do a better job.

Thomas J. Vosper

aisle 3

From data collection to submission, GrantTree’s process was exceptional. Our funding was paid out extremely quickly, which clearly reflects how well GrantTree understood and prepared our claim.

John Fraser

Peak

GrantTree's technical and financial specialists have been a real asset, working closely with our team to file consecutive successful, high-value R&D claims without delay.

Adit Trivedi

Rayday

I was blown away by the speed and efficiency of GrantTree’s R&D Tax Relief service. We previously used a platform-based provider - having worked with GrantTree, there’s no way we’re going back.

Kaushal Shah

envoPAP

I’m extremely impressed by the quality of GrantTree’s technical people. The team were always available for calls and went much deeper into our R&D than our previous providers.

Rebecca Sweetman

Kano

GrantTree has been a joy to work with! They really care about our product and what we do. Would highly recommend!

Justin Fitzpatrick

DueDil

GrantTree’s service was fast and responsive. They identified costs that we missed and increased our claim size. We’re happy customers and recommend working with them.

Jeremy Jarvis

Brightbox Systems

We’ve worked with GrantTree for a few years now. They take the pain and complexity out of claiming R&D tax credits so we can focus on developing our product.

Adam Colley

ATAC Solutions

Being an environmental engineering company, we are very specialised; GrantTree used their extensive expertise to identify qualifying work and maximise what we could claim back.

Tom Robinson

Elliptic Vault

GrantTree made the whole process of applying for R&D Tax Credits completely painless. Their extensive experience is invaluable in navigating the complex rules.

Matt Leatherbarrow

Medical Realities

We were using a standard accounting firm, but they didn't understand our vision. Virtual reality is quite a new technology and not everybody gets it.

Sam Duong

Ming Foods

GrantTree was the perfect tax credits partner. They really understood our technology and R&D, which helped us claim for every penny possible.

Simon Brickle

Monterosa

Grant Tree's approach to R&D Tax claims is a breath of fresh air. They take the weight off your shoulders, and do all the work of preparing the claim.

Jon Cornwell

Newsflare

The money they have successfully claimed for us has played an important part in funding the growth of the business in a range of ways.

Laura Bridges

Pact Coffee

GrantTree has been great in helping us get R&D Tax Credits. Having never done this before, we were astounded by how easy and clear they made the entire process.

Maz Nadjm

SoAmpli

The team were second to none in making the process as easy as possible and exceedingly helpful along every step. We look forward to working with them next year.

David Marais

Softcom Solutions

Without GrantTree, we would not have filed at all, and even if we had filed, we would not have maximised our claim in the way they managed.

Sean Kelly

Staxoweb

We were previously working with another specialist when GrantTree approached us and were able to save us more than £10k in forecasted fees.

Brent Randall

WDX (Wealth Dynamics)

The value we have gained from GrantTree is significant to our business and helps us to invest appropriately in R&D. I would highly recommend the service to any company.