Disclaimer
Please read before using this calculator
Important Notice
This R&D Tax Relief Eligibility calculator is provided by Montrogue Tax Advisors for general guidance and informational purposes only. It is an indicative tool and does not constitute tax, legal or professional advice, nor does it create an advisor-client relationship.
Indicative Result Only
The calculator applies a simplified version of the UK R&D tax relief rules: the merged R&D scheme (for accounting periods beginning on/after 1 April 2024), the Enhanced R&D Intensive Scheme (ERIS) for loss-making R&D-intensive SMEs, and the legacy SME and RDEC schemes for earlier periods. It uses indicative rates (e.g. 20% merged credit, 14.5% ERIS payable credit, 86% SME uplift) and an approximate EUR→GBP conversion for the SME size limits. Your eligibility and benefit depend on your full circumstances, including the precise nature of the scientific/technological advance, connected-party rules, subsidised expenditure, overseas activity restrictions, subcontractor caps, and HMRC changes to the rules, which this tool may not fully capture. The result should not be relied upon as a definitive determination of your eligibility or benefit.
No Professional Advice
Each tax situation is unique. You should not rely on this calculator as a substitute for professional advice. We strongly recommend that you obtain professional tax advice before making any decisions or filings based on the outcome shown.
Limitation of Liability
Montrogue Tax Advisors and its professionals shall not be liable for any loss, damage, or claims arising from the use of this calculator, including any direct, indirect, incidental, consequential, or punitive damages, even if advised of the possibility of such damage.
Professional Consultation
For a definitive assessment of your R&D tax relief eligibility and potential benefit, please book a consultation with one of our Chartered Tax Advisors. We’re here to provide professional guidance tailored to your individual circumstances.
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To use this calculator we ask for your email address. We use it to send you a copy of your results and to follow up and ask whether you would like help or a consultation. By entering your email and clicking ‘Accept & Continue’ you consent to Montrogue Tax Advisors storing your email address and the results you generate, and contacting you about your calculation, in accordance with our Privacy Policy and the UK GDPR. You can ask us to stop contacting you or to delete your data at any time by emailing info@montrogue.co.uk.
By using this calculator, you acknowledge that you have read and understood this disclaimer.