For Accountants

The two partners of Luvo Financial, Vicki and Ian, are both experienced and qualified accountants and have worked on both sides of the fence in the not too distant past i.e. in practice and in senior roles client-side in industry. We appreciate that practicing accountants have literally hundreds of things that they advise clients on, and recognise that they realistically, cannot possibly be experts in each and every one of these areas.

R&D Tax Credits, Capital Allowances and Patent Box claims are niche areas, and our firmly held belief is that astute accountants who don’t already employ in-house specialists within their tax departments should utilise the experience of a professional, independent specialist to support in this area.

We get a significant proportion of the work that we undertake via referrals from accountants. Accountants refer or introduce us to their clients (as tax relief specialists) and we keep them fully informed throughout the process of the progress of the claim. 

We prepare and provide the necessary information and the claim is submitted by the accountant. If necessary, we are happy to show accountants which boxes to complete, when making a claim for the first time.

Having worked with accountants in this way from the get go, we have seen a number of accountants lose clients due to someone else informing them that they are eligible to utilise tax relief schemes, supporting them successfully in doing so, then persuading them to hand over the rest of the accountancy and audit work for good measure – something that most accountants will likely be very keen to avoid.

We have never supported an accountant and their client in making a claim that has been unsuccessful, that is simply because our process works. Our primary focus on these three specialist areas of tax relief ensure that your client is receiving the best possible service, having claims prepared by entirely independent and specialist individuals.

We do not offer any other accountancy services, nor do we wish to ‘take on’ your client in respect of accountancy or audit. We aim to ‘branch the gap’, work with you and your client and in turn offer services that compliment your work with the client. Ultimately, we want to ensure that the client doesn’t miss out on significant tax savings.

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