STANDALONE SERVICES

Specialist support for the next step.

R&D, funding and employee share schemes, plus pension setup and one-off financial models. We agree the scope and fee before work starts.

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CHOOSE YOUR SERVICE

A clear scope for each piece of work.

Use these services on their own or alongside your monthly accounting and reporting package.

01 · TAX & FUNDING

Claims and investment compliance

Practical support with an R&D claim or the HMRC steps around a SEIS or EIS round.

R&D tax relief

Eligibility, project evidence, cost analysis and claim preparation.

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SEIS / EIS

Advance assurance, compliance statements and investor certificates.

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02 · EMPLOYER COMPLIANCE

Employee shares and pensions

Get the relevant registrations, records and recurring filings organised.

ERS registration support & annual returns

Guidance through scheme registration, plus annual returns and nil returns.

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Pension scheme setup

Help setting up a workplace pension scheme and connecting it to payroll.

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03 · VALUATIONS & MODELS

Numbers for a defined decision

A valuation before employee share awards, or a model for funding and cash planning.

Share-scheme valuations

EMI and other employee share valuations, with HMRC submission support.

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Financial modelling

A one-off model build or rebuild for fundraising, hiring and runway.

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