0330 223 1257 info@stratagemiis.co.uk

Becoming a Stratagem IIS Client

The process begins with a business owner completing a ‘Client Instruction Form’
This is a simple form that can be completed in a matter of minutes, authorising us to carry out initial research to establish the eligibility for an R&D claim.

Once the Client Instruction Form is completed, the business owner is assigned a personal Case Manager who will provide you support throughout the claim process and help gather all the documentation needed prior to an audit taking place.

Upon receiving all the relevant documentation a Research & Development Specialist will visit your company. The Specialist collects all of the information and photographic evidence required to substantiate the comprehensive R&D report.

The Specialist’s role is to identify all of the R&D qualifying areas within the businesses. This information is then rigorously analysed by an experienced Report Writer. After this a report is produced in a format accepted by HMRC and submitted.

The final step is for the client to receive the initial tax benefit and client also benefit from further reductions to their tax liability going forward.

Our aim is to deliver an efficient, quality service without taking up valuable client time. As such, we aim to keep client involvement to a minimum, but to ensure maximum return.

Client Instruction Sign Up

Client Instruction Sign Up

Client Information Form is completed and the business owner is assigned a personal Case Manager who provides support throughout the claim process and helps gather all the documentation needed prior to an audit taking place.

Financial Risk Analysis

Financial Risk Analysis

Initial financial assessment carried to ensure R&D opportunities will be realised for the client before audits commence.

Technical Project Analysis

Technical Project Analysis

Upon receiving all the relevant documentation, we will arrange for a Research & Development specialist to visit the company.

Report Build & Review

Report Build & Review

The specialist’s role is to identify all of the R&D qualifying areas within the businesses. The information is then rigorously analysed by an experienced Report Writer.

Engagement with HRMC

Engagement with HRMC

The specialist engages with HRMC to ensure methodology and approach is compliant, prior to final submission of the R&D Tax credit application.

Submission of Final Report to HRMC

Submission of Final Report to HRMC

Report is refined and produced in a compliant format which will be accepted by HMRC and then submitted.

Contact Stratagem Intelligent Income Strategies to make your R&D Tax Credit Appointment

8 + 11 =

CONTACT US

address

Stratagem Intelligent Income Strategies Limited
Feltham. West End Lane Balne East Yorkshire DN14 0EH

phone

Tel: 0330 223 1257

email

info@stratagemiis.co.uk

Subscribe To Our Newsletter & Find out how to benefit from Tax Credit Legislation

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!

Subscribe to Our Industrial Utilities Newsletter & Also find out how to benefit from the Consortium Energy Tariff

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!

Pin It on Pinterest