Luvo Financial LLP was the brainchild of our two founding partners, Vicki White and Ian Batkin, formed in 2015. We are not accountants. We are an independent firm who specialise in and focus totally on R&D Tax Credit, Capital Allowance’s, and Patent Box claims, working with companies all over the UK. Our two partners are both experienced and qualified Accountants, having previously worked for a large national R&D Tax Credits specialist for a number of years, meaning we have extensive experience of preparing claim documentation for all types businesses.
We have an experienced and professional team here at Luvo, currently housing three members of full time staff. Vicki and Ian are both partners of Luvo and Nenagh, who joined us in 2016, provides support to both partners within the company. We also have some additional, experienced, consultant resource who we utilise on a as-and-when needed basis.
Professionally qualified specialists
Both Vicki and Ian are qualified Accountants with a mound of experience in supporting clients in making tax relief claims.
Straightforward, no nonsense process
We are not here to waste yours or our time. We have a straightfoward, simple process that prioritises time-management. During a brief consultation over the phone, we identify whether 1. your company is eligible to claim, 2. what the likely tax saving would be and 3. how we move forward in completing the claim. The documentation we prepare is passed back to your Accountant to be filed, and we then expect HMRC to settle the claim within 4-6 weeks. We deal with any correspondence from HMRC post submission, all of which is included in our competitive fee.
100% success record
Over the years, we have maintained a 100% success record. We will not pursue a claim if we don’t believe 1. it will be declined by HMRC and 2. if it is not financially viable for us to be involved, and we aim to be upfront with the client on this in the early stages. We work hard to maximise your claim, within the region that HMRC permits, ensuring that you don’t make the common mistake of over or under claiming.
No sales team
The partner you speak with during the consultation, is the person who will see your claim through to submission. They will be your point of contact throughout the process, saving you time and ensuring the process is smooth and efficient.
“We have always found lan and Vicki to be very knowledgeable and highly proficient professionals; they are very proactive and helpful, highly credible and totally objective.”
“We were delighted with the ease of the process, the professionalism, the speed at which HMRC settled the claim, and the cash benefit we received… we would recommend Luvo Financial to any businesses looking to prepare R&D Claims.”