Our claiming process

We prepare claims which speak the language of HMRC. Our process is borne from decades of experience working with a broad range of commercial properties and construction projects. This, combined with our chartered surveying expertise ensures a thorough and robust approach to your capital allowance claim.

Our claim process varies depending on whether a property is being purchased, works are ongoing or the expenditure is historic. Click the buttons below to find out more...

Claim on a property purchase

Claim on works that are ongoing

Claim on historical expenditure

Claim on a property purchase

1 Consultation - We always start with a complimentary, no-obligation consultation to understand your business, your wider situation, and to provide you with an indication of the expected tax saving and fees.

2 Records and legal documentation – We review purchase contracts, completion statements, licenses for alterations, and entitlement review.

3 Site survey - If necessary, we will visit the property, carry out a survey assessment, and gather all the necessary details and evidence we need.

4 The report - We assemble a supporting report for HMRC using Valuation Office Agency (VOA) methodology.

5 Submission – We submit your capital allowances report and amended tax computation to HMRC.

6 Aftercare - We support you with every element of the post-claim process. We handle all correspondence with HMRC and in the rare event of an enquiry, we will deal with this on your behalf.

Ready to claim on your property purchase? Get in touch with our team.

Claim on works that are ongoing

2 Records and legal documentation – We review fixed asset register, contract sum analysis, final account, specification, and drawings.

3 Site survey - If necessary, we will visit the property, carry out a survey assessment, and gather all the necessary details and evidence we need.

4 The report - We assemble a supporting report and carry out a fully disclosed analysis of qualified expenditure.

5 Submission – We submit your capital allowances report and amended tax computation to HMRC.

6 Aftercare - We support you with every element of the post-claim process. We handle all correspondence with HMRC and in the rare event of an enquiry, we will deal with this on your behalf.

Ready to claim on building works that are ongoing? Get in touch with our team.

Claim on historical expenditure

1 Consultation - We always start with a complimentary, no-obligation consultation to understand your business, and your wider situation, and to provide you with an indication of the expected tax saving and fees.

2 Records and legal documentation – We review existing capital allowances claims, and historic tax computations.

3 Site survey - If necessary, we will visit the property, carry out a survey assessment, and gather all the necessary details and evidence we need.

4 The report - We assemble a supporting report and carry a fully disclosed analysis of additional qualified expenditure.

5 Submission – We submit your capital allowances report and amended tax computation to HMRC.

6 Aftercare - We support you with every element of the post-claim process. We handle all correspondence with HMRC and in the rare event of an enquiry, we will deal with this on your behalf.