How to Claim

Our simple proven five-step process carrying out 90% of the work for you secures the optimum financial R&D tax benefit.

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Call today

A free, no-obligation, exploratory, conversation with our specialist team will help to identify likely R&D opportunities. We won’t waste your time, and we’ll be looking to maximise your returns.

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Eligibility evaluation

We carry out face-to-face onsite visits to identify the true value of your qualifying activities and associated expenditure, to achieve an optimised financial benefit.

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Comprehensive reporting

We manage the entire process of building a claim on your behalf. We prepare a comprehensive HMRC compliant technical report and financial calculation. With a track record of over 1000+ successful claims worth £130m+, we’ll be sure to make a difference where it’s needed most.

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HMRC submission

Momentum prepare your claim for the optimum benefit ready for filing. Our talented team includes chartered accountants, business and strategy consultants, researchers, compliance experts and an ex-HMRC inspector. Your submission will be of the highest quality – you can depend on us.

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Collect your benefit

After submission, the HMRC typically take 6-8 weeks to approve and release the benefit. Our long-established team stands behind every application we prepare, so if you need post-application support, we’ll be there. We help our clients to evolve by providing strategies targeted specifically at their profitability and performance.