Source Advisors UK

Last Friday the team got together at our Christmas party. It was a great opportunity to celebrate the hard work and dedication of our amazing team here at Source Advisors, gearing up for another successful year ahead. #ChristmasParty #Colleagues #SourceAdvisors

…and the results are in. Accountancy Age’s 50+50 for 2024, in partnership with Source Advisors UK, are live! Some serious movers and shakers this year with a number of jumps among the mid market firms in part due to influence of #privateequity investment in sector, and growing #consolidation within the market. Highlights include: - PwC UK breaches the £6 billion barrier for fee income - Evelyn Partners pips Grant Thornton UK LLP to #6 spot - Highest new entrant Sumer reports a 605% increase in fee income - 35% of firms in the top 100 have bought or sold a firm in the last 12 months To gain access to full 2024 list, click here: https://lnkd.in/dCwwTYhD #UKAccounting #AccountingInsight #AccountingRankings #FeeIncome #MergersAndAcquisitions

There has been a raft of rule and rate changes that have impacted R&D tax relief. Our easy-to-use calculator will estimate your rate with answers to a few simple questions. Calculate your R&D tax relief rate: https://lnkd.in/evuJy8Rq #RandDCalculator #RandDTaxRelief #RandD

Intellectual property is a critical financial asset that can significantly boost client value. Did you know that start-ups with strong IP strategies are 6x more likely to secure investment? Our partner, Source Advisors UK, has created the Practical Advice for Accountants playbook, breaking down three essential pillars:  1. Protection: Safeguard innovations and avoid costly mistakes.  2. Alignment: Sync IP strategies with business goals.  3. Maximisation: Boost valuations and attract investors. Get your copy of this guide to support your clients' growth.    Download the playbook here: https://lnkd.in/dTBbMmgV 

On 7 November 2024, HMRC released its new Guidance for Compliance (GfC9) relating to claiming tax relief through the UK’s Patent Box scheme.  In our latest Knowledge Hub Akshay, our IP and Policy Lead, dives into some of these changes and common errors we see in claims made by businesses. Learn more here: https://lnkd.in/ehtNEZT8 #IntellectualProperty #PatentBox #HMRC #GuidanceForCompliance

We had a new starter join the Source Advisors team last month, our Key Account Director, James. James brings his experience of building and sustaining successful relationships to the benefit of our enterprise clients. Here's what he had to say in this months 'Meet the team'... #SourceAdvisors #MeetTheTeam #Colleagues

There is no doubt that the Chancellor outlined a big budget on 30 October. But it's good news that after an extended period of review, no further change has been announced for R&D tax relief and Patent Box. In our latest blog, Akshay Thaman, IP & Policy Lead, discusses the current state of play in R&D schemes as well as predictions for next year. https://lnkd.in/gWqN4B9E

“We work to inspire, educate and protect this ancient woodland for the enjoyment of generations to come, and your help will directly allow this to happen.” – Epping Forest Heritage Trust.   Last Friday, the team at Source Advisors spent the day supporting Epping Forest Heritage Trust, as one of our 'Pay it forward' charity days.   Here are few snaps from the team in action... #PayItForward #CharitySupport #EppingForestHeritageTrust

Who is a competent professional in an R&D tax relief claim? HMRC has started to identify a common error in claims when it comes to determining a competent professional. In our latest knowledge hub, we discuss the role of a competent professional. Read more here: https://lnkd.in/eYtyqR_n #CompetentProfessional #HMRC #RandD #RandDTaxRelief

Talking to our Operations Director, Samantha. Joining Source Advisors last year, Samantha has the responsibility of managing our cross-functional teams in the delivery of service. Her role is to enhance the client experience, putting them at the centre of everything we do. Let's find out one of Samantha's achievements in this month's 'Meet the team'... #MeetTheTeam #SourceAdvisors #Colleagues