Webinar: Are you scared of R&D tax relief? | Protecting your practice with the right specialist. by Source Advisors

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· London (GMT +0:00)
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About This Webinar

Have you stopped offering R&D to your clients? Are you unsure whether you or your clients are using the right advisor? This webinar is for any accountant who needs guidance on the safest way to offer R&D tax relief advice to their clients. Topics discussed will include:

- Why accountants no longer want to deal with R&D tax credit claims?
- How to select the right specialist partner to protect your practice?
- What matters to your clients?
- The risk of your clients choosing their own advisors.

Vicki Morrall

Accounting Partner Director

Vicki co-founded R&D tax consultancy Luvo Financial in 2015. In 2021 Source Advisors acquired Luvo, which allowed Vicki access to additional services for her clients and partners. Vicki works with our team to further develop our extensive range of tools, benefits, and services to meet the needs of our Accounting Partners.

Sam Warren

Accountant Relationship Manager

With a background in account and relationship management, Sam spent the 7 years prior to joining Source Advisors working with mid to large tier accountancy practices for an FTSE 100 tech firm.
As Accountant Relationship Manager at Source Advisors, Sam’s unwavering focus is on building strong, mutually beneficial relationships that guarantee exceptional results and top-notch customer service for our accountant partners and their clients.

Joshua Duff

Accountant Relationship Manager

Joshua has a strong background in financial services with 7 years’ experience working with a market-leading investment platform provider. He understands the issues and requirements of professional service firms, having worked with both IFAs and accountants to enable them to deliver exceptional service to their clients.

His commitment to strong client relationships coupled with specialist knowledge of financial services are key to what he offers our Accountant Partners today.