Home | About us | Client success stories

Client success stories

We help our clients commercialise their innovation and this has always been our sole focus.

Our clients consistently tell us that the process was easier than they expected, that the rewards were greater than expected and that working with Source Advisors has helped them understand their business better. Here are just a few examples of the successful outcomes that our clients have achieved.

R&D tax relief case studies

Companies from many sectors and of all shapes and sizes are able to claim tax relief for their R&D activity. See what we’ve done to optimise our clients’ claims.

Intellectual Property case studies

Here are some examples of the way we help clients actively identify, value, manage, and exploit their Intellectual Property.

CALCULATE

HMRC R&D tax credits statistics 2025

Client success stories

We help our clients commercialise their innovation and this has always been our sole focus.

R&D tax relief case studies

Intellectual Property case studies

Our experience with Source Advisors has been fantastic. Having previously worked with another specialist within the industry, I can honestly say that Source Advisors go above and beyond for their clients and the results speak for themselves.

Source Advisors’ skilled IP professionals have subsequently identified patentable elements around process developments which will ultimately enable us to broaden the scope of revenues that go into our annual Patent Box claim.

Identifying exactly what qualifies as R&D is not easy. We’d claimed ourselves twice before, but the experts almost doubled the value of what we received.

My words of advice would be; you may think that only scientific or manufacturing type companies qualify for R&D tax credits but that couldn’t be further from the truth.

…we were able to “relax”, knowing their Technical Consultant's knowledge gave us the best chance for successful IPO patent grant…

I liked the way my Technical Consultant understood our company’s activities and which ones qualified for the R&D scheme.

…extremely efficient and able Technical Consultant, who asked the relevant questions…

Source Advisors’ investigative work is impressively thorough and in depth. I would highly recommend them.

Being able to claim money back from the taxman for work we did to advance our internal manufacturing processes as well as the end customer experience is very welcome.

We are so pleased with the Source Advisors service that we now introduce companies within our network.

Contact us
to find out how you can make the most of your innovation

R&D tax credits

IP consultancy services

International tax planning

For accountants

About us

CALCULATE

HMRC R&D tax credits statistics 2025

Client success stories

We help our clients commercialise their innovation and this has always been our sole focus.

R&D tax relief case studies

Intellectual Property case studies

Our experience with Source Advisors has been fantastic. Having previously worked with another specialist within the industry, I can honestly say that Source Advisors go above and beyond for their clients and the results speak for themselves.

Source Advisors’ skilled IP professionals have subsequently identified patentable elements around process developments which will ultimately enable us to broaden the scope of revenues that go into our annual Patent Box claim.

Identifying exactly what qualifies as R&D is not easy. We’d claimed ourselves twice before, but the experts almost doubled the value of what we received.

My words of advice would be; you may think that only scientific or manufacturing type companies qualify for R&D tax credits but that couldn’t be further from the truth.

…we were able to “relax”, knowing their Technical Consultant's knowledge gave us the best chance for successful IPO patent grant…

I liked the way my Technical Consultant understood our company’s activities and which ones qualified for the R&D scheme.

…extremely efficient and able Technical Consultant, who asked the relevant questions…

Source Advisors’ investigative work is impressively thorough and in depth. I would highly recommend them.

Being able to claim money back from the taxman for work we did to advance our internal manufacturing processes as well as the end customer experience is very welcome.

We are so pleased with the Source Advisors service that we now introduce companies within our network.

Contact usto find out how you can make the most of your innovation

Contact us
to find out how you can make the most of your innovation