Claim Eligibility Review Services
Determining whether your business is eligible for a specific tax relief, grant, or financial incentive can be a complex process. At My Tax Consultants, we specialise in reviewing the possibility of a claim with accuracy, clarity, and strategic insight. Whether you’re exploring R&D tax credits, capital allowances, or another HMRC-linked benefit, we provide the expert evaluation you need before making a submission.
Why Eligibility Review Matters
Before making any type of tax or financial claim, it’s critical to confirm whether your business meets the relevant criteria. HMRC has become increasingly rigorous about documentation, interpretation of guidance, and compliance. A well-prepared eligibility review ensures:
- You avoid wasted time and resourceson claims that won’t qualify
- You minimise riskof disputes or penalties
- You maximise your entitlementby uncovering qualifying elements you may have missed
- You build a stronger casewith full technical and financial justification
Many companies leave money on the table simply because they’re unaware of what they’re eligible for, or they file poorly constructed claims that get flagged. Our team ensures you don’t fall into either category.
Claim Review Services: What’s Included?
We provide a structured and strategic review process to evaluate your claim eligibility across a wide range of reliefs and incentives. Our services include:
- Initial Discovery Session We begin with a comprehensive discussion to understand your business, operations, and goals. This includes a high-level review of the potential claim area—whether it’s R&D, capital expenditure, loss carrybacks, or something more niche.
- Criteria Mapping Against HMRC Guidelines We cross-check your activities or transactions against current HMRC guidance and definitions. Our team uses detailed checklists and interpretive analysis to identify possible qualifying areas while flagging potential grey zones.
- Documentation and Evidence Audit We assess whether you have the required technical, financial, or legal documentation to support your claim. If there are gaps, we’ll advise on how to strengthen your records before proceeding.
- Financial Impact Analysis We model the estimated financial value of the claim to assess whether it’s worth pursuing and guide your internal planning and cashflow forecasting.
- Risk Assessment and Recommendations You’ll receive a clear report outlining your eligibility, areas of concern, and our expert recommendation on whether you should proceed, wait, prepare, or pivot to a different relief opportunity.
What Types of Claims Can We Review?
We assist with eligibility reviews across a broad range of HMRC-related claims and business incentives, including:
- R&D Tax Relief
- Patent Box
- Capital Allowances
- Land Remediation Relief
- Creative Sector Tax Reliefs
- Loss Carryback Claims
- SEIS/EIS Investment Relief
- SME Grant Applications
- CIS Tax Reclaims
- …and more
Whether you’re a startup exploring innovation reliefs, or a mature business making a large capital investment, we can help you validate your next move.
Who Should Consider a Claim Review?
This service is ideal for:
- First-time claimantswho want confidence before filing
- Businesses unsure of eligibilityand needing clarity
- Companies facing tighter cashflowand exploring untapped financial opportunities
- Advisors and accountantsseeking a second opinion or outsourced expertise
- Businesses previously rejectedand wanting to reassess the situation before reapplying
Why Choose My Tax Consultants?
At My Tax Consultants, we believe every business should feel informed and empowered when exploring financial opportunities. With decades of experience and former HMRC professionals on our team, we offer insider-level insight into what makes a claim strong or weak. We offer honest, jargon-free advice, even if it means telling you not to proceed. Integrity comes first. Furthermore, we don’t just identify issues. We offer real solutions. From recordkeeping upgrades to claim repositioning, we help you move forward confidently. We also tailor every review to the nature of your business. Whether you’re in tech, construction, retail, or consultancy, we bring relevant insight to the table.
Next Steps: Get Claim Clarity Before You
Before you invest time and resources into a claim, let our team help you verify its potential. A clear eligibility review gives you the roadmap to move ahead with confidence or adjust course before it’s too late. Let’s make sure your next claim is not just possible but also successful.
