TMT – Technology Case Study

Ensuring you receive your full entitlement with an unobtrusive yet exhaustive claim process.

Project Brief

Our client had been making R&D claims with a third-party advisor for a number of years prior to meeting with us to discuss their R&D claims. They took up our free no obligation claim health check to see if their claims had scope to increase or if there were any contentious areas in their submissions. The result was to amend their claims two years in arrears to double their benefit.

What we did

  • The company provided us with all their prior claim documentation as well as any at hand documents pertinent to the claims process.
  • We undertook an independent review of the claim using the documentation and a brief conversation with our client contact, identifying areas of potential underclaim and missed projects.
  • We provided a no obligation report detailing areas of underclaim and potential action points. The company was free to engage with us or undertake a resubmission independently or choose to do nothing.
  • Having engaged with us, we compiled a new claim report and submission resulting in a doubling of the end net benefit across two years.