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HMRC and policy news
R&D tax relief
Vicki Morrall | Accounting Partner Director

Claim Notification Form – upcoming deadline

Claim Notification Forms (CNFs) are still a hot topic. When are they needed, when are they not? We also then had the recent concession from

Vicki Morrall | Accounting Partner Director 3 June 2025
HMRC and policy news
Accountants
Vicki Morrall | Accounting Partner Director

Claim Notification Form – HMRC finally correct the position

Claim notification requirements have caused headaches for accountants and their clients since they came into effect from accounting periods starting on, or after, 1 April

Vicki Morrall | Accounting Partner Director 15 May 2025
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

The role of professional standards in providing R&D tax relief services

Anyone involved in the R&D tax relief market will have experienced the volatility and changes the last two years have brought. Changes in rates, focus

Vicki Morrall | Accounting Partner Director 27 February 2025
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

R&D Claim notification form – key information

Updated January 2025 You will have heard that soon, in some circumstances, HMRC will need advanced notice of your intention to claim R&D tax relief.

Vicki Morrall | Accounting Partner Director 19 September 2024
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

Why has my accountant decided to outsource R&D tax relief claims?

Accountants are reflecting upon their ability and appetite to continue to offer R&D tax relief services to their client base. Some accountants may even be

Vicki Morrall | Accounting Partner Director 18 June 2024
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

Having the difficult conversations with our accounting partners and their clients

An increasing number of accountants are looking to partner with Source Advisors to provide a compliance-led, technically rich, R&D tax relief offering to their clients.

Vicki Morrall | Accounting Partner Director 12 February 2024
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

Being a Source Advisors company – what does it mean for our accounting partners

You’ll remember that on 31 March 2023, GovGrant was acquired by Source Advisors LLC an exciting step on our continuing journey as the UK’s authority

Vicki Morrall | Accounting Partner Director 4 October 2023
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

HMRC announcements on R&D – what accountants need to know

You may have seen that the R&D tax relief schemes have been in the news again, based on new activity and information from HMRC. For

Vicki Morrall | Accounting Partner Director 19 July 2023
HMRC and policy news
HMRC tax and policy
Vicki Morrall | Accounting Partner Director

How is the pressure on HMRC impacting R&D enquiries?

A headline in The Times, Saturday 20 May 2023 stated “Brace yourself for more HMRC chaos” and warned that new tax rules would mean more

Vicki Morrall | Accounting Partner Director 7 June 2023
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

What accountants need to know about the R&D baseline

In the past accountants might have been comfortable dealing with the financial aspects of an R&D tax relief claim, but may have felt less qualified

Vicki Morrall | Accounting Partner Director 27 March 2023
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

What do accountants need to know about HMRC’s OTM compliance checks into R&D tax relief?

From the conversations that I’ve had recently, many accountants have noticed a change in stance from HMRC whose approach has become more forceful and their

Vicki Morrall | Accounting Partner Director 7 March 2023
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

Does it still make sense for accountants to keep R&D tax relief in-house?

With increased scrutiny of the R&D tax relief scheme by HMRC, accountants are having second thoughts about keeping this service in-house. Is now the time

Vicki Morrall | Accounting Partner Director 7 February 2023
Accountants News
Accountants
Vicki Morrall | Accounting Partner Director

How should accountants deal with HMRC enquiries into their clients’ R&D tax relief claims

As we move into a New Year there seems to be rumblings of concern from several accountants about the changes within the R&D tax relief

Vicki Morrall | Accounting Partner Director 18 January 2023
Our people news
Our people
Vicki Morrall | Accounting Partner Director

Luvo acquisition – one year on

In 2021 we announced the acquisition of Luvo Financial by GovGrant. Both parties recognised this as a significant opportunity as the R&D market consolidated. One

Vicki Morrall | Accounting Partner Director 25 October 2022
Source Advisors - R&D Tax Credit Specialists

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St Albans, Hertfordshire AL1 3UU

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  • R&D tax credit
  • New merged R&D expenditure credit
  • Enhanced R&D Intensive scheme
  • HMRC enquiry service
  • IP consulting services
  • Patent Box
  • IP Harvest
  • International tax planning
  • For accountants
  • For investors
Insights
  • Knowledge hub
  • Latest thinking
  • Events
  • Our research
  • First-tier Tribunal (Tax)
  • Sector research
About us
  • About us
  • What makes us different
  • Meet our team
  • Careers
  • Our offices
  • Industries we serve
  • Client success stories
  • Pay it forward

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