We prepare the claim. You keep the client.

It means we prepare the R&D claim behind you, and you present it to your client as part of your own service. You stay the client's voice and keep the relationship. We do the technical work: the project review, the technical report, the cost workings and the additional information form. It is not a way of hiding who did the work from HMRC, which requires every agent to be named.

This is agreed with you at the start and confirmed in writing. What does not change is the content: the report will say what the claim says, and every agent involved is named to HMRC on the claim notification and the additional information form. We will not agree a presentation that misleads the client or HMRC about who did what.

That is the point of white-label. We work through you, or alongside you on calls you join. Where we need to speak to the people who did the R&D, because only they can explain it, we arrange it with you and you decide whether you attend. The client's other advice stays with you.

Yes, in the sense that matters. The company is responsible for its return, and the forms HMRC requires name every agent involved. A client who signs off a claim should know who prepared it. How and when you introduce us is for you to decide. We never work in a way that conceals our role from the client or HMRC.

The claim notification and the additional information form both ask for every agent who advised on the claim, analysed the costs, wrote the technical report or filed the return. If we do any of those things, we are named, as is your practice if you have done any of them. The exact entries are agreed with you before anything is submitted.

We do, for the technical report and the claim we prepare. Every claim is reviewed and signed off by a Chartered Tax Adviser. The company remains responsible for its own tax return, and the senior internal contact named on the form is a person at the company. We agree in writing what each party is responsible for.

Within our firm, a Chartered Tax Adviser reviews and signs off every claim before it leaves us. On your side, you decide what you are happy to put in front of your client. The client approves the technical report and the figures, because the claim is theirs and the competent professionals' accounts are what HMRC may test.

We ask for the filing date, or the end of the period, at the start and plan back from it. Work on the claim notification deadline comes first, because a late notification makes a claim invalid. We reply the same working day and tell you at once if something puts the timetable at risk, such as records that are not ready.

Yes. We can join as part of your team, introduced in whatever way you prefer, or stay in the background and brief you. Because we need to interview the people who did the R&D, at least some of those conversations are with us directly. We agree who speaks to whom before the first call.

By explaining the R&D test and the evidence, not by compromising on it. If you or the client want a project included that we think will not stand up, we say so and why. You can decide not to proceed with it. If we do not believe a project is defensible, we will recommend leaving it out and tell you plainly where the line is.

We triage the HMRC letter the same working day and tell you the reply date and what it means. We review the claim and the evidence and agree with you who corresponds with HMRC. No R&D claim we have prepared has been rejected or reduced after an HMRC enquiry. Zero Risk claims include enquiry defence.

No, but it helps to understand the basics. Your team needs to recognise a potential claim, ask the right first questions and know what the notification and additional information form requirements are. We can brief your team on what qualifies, which costs count and what HMRC is checking. We do the technical assessment.

We keep the technical report, cost workings, interview records and supporting evidence organised by project, so that they are available if HMRC asks. Who receives which papers, and who holds the master copy, is agreed at the start, and the company receives the papers that support its claim. Keeping them together makes any enquiry easier to answer.

Yes. We defend R&D enquiries, including on claims prepared by others. Under a white-label arrangement the defence can run the same way as the claim: we do the technical work and the written responses, and you remain involved as the client's adviser. Zero Risk includes enquiry defence at no extra cost.

We agree them in writing with each practice before work begins. The terms cover who speaks to the client, how the agents are named to HMRC, who files what, how the report is presented, who holds the working papers and how any referral fee is handled and disclosed to the client. We do not publish fees. Book a call to discuss.