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How familiar are you with R&D tax credits?

Very familiar — we’ve claimed before

Somewhat familiar — but unsure what qualifies

Heard of it — never claimed

Not familiar at all

Have you ever submitted an R&D tax credit claim?

Yes — we claim regularly

Yes — but only once or twice

No — never claimed

Unsure — handled by finance / accountant

Which of these activities have you undertaken in the last year?

Developing new products, services, or processes

Improving existing systems or recipes / processes

Trialling new technologies or techniques

Problem-solving technical challenges in operations

None of the above

How do you currently track time and costs for innovation projects?

Dedicated systems / software

Internal spreadsheets / manual logs

Ad hoc / not consistently

We don’t track at all

What’s your biggest challenge with R&D tax credits today?

Understanding what qualifies

Lack of documentation or records

Concern about HMRC compliance

Lack of time / resources to prepare claims

Haven’t considered it seriously

What would you want most from an R&D tax credit specialist?

Maximising the size of claims

Making the process simple and quick

Ensuring full compliance with HMRC rules

Identifying projects I didn’t realise were eligible

Long-term support, not just one-off claims

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