About Us

Who We Are

TBAT are a value-led independent consultancy, that assists UK organisations in accessing grant funding and tax incentives to drive innovation.

About TBAT Innovation

TBAT are a value-led independent consultancy with over 20 years’ experience working with technology & research and development organisations all over the UK – helping them to progress their projects from beginning to end. We believe that offering our wide range of innovation support services is crucial to helping companies succeed with their R&D projects and adds value to our clients.

Innovation is inherently risky, making the need for additional funds crucial to successfully commercialising a new technology. With some Grant Funding only available through a competitive process and R&D Tax needing to be claimed via HMRC, our expert assistance is the key to success.

We can help you to access Grant Funding, R&D Tax Credits, Video Games Tax Relief, SEIS / EIS, Capital Allowances and Patent Box. Complimentary to our core services and to allow your focus to be on the project at hand, we also offer Grant Claim Management and HMRC Enquiry Support.

Our Core Values

Our services at TBAT are led by our 4 core values:

Vibrant – our group of enthusiastic business advisors have a passion to support growth through innovation and research & development.

Integrity – conducting out work with trust, transparency and honesty.

Collaboration – a key factor of our business, supporting collaboration within our colleagues, clients and stakeholders.

Respect – the underpinning value of our business, ensuring an inclusive environment for our colleagues and clients.

 

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Our Promises to You

We approach our clients and their projects with the utmost care and attention, treating them as our own, with many processes in place to ensure quality and compliance.

ISO9001 Accreditation – The ISO9001 Accreditation we hold is to ensure the consistency and quality of all of our work remains high. As part of that, we peer-review all bids, applications, and tax claims before they’re submitted to the client for approval. Additionally, we’re continually requesting feedback from our clients to improve our processes and approach.

Anti-Money Laundering Checks – It’s a legal requirement for all tax advisors to carry out Anti-Money Laundering (AML) checks on all client companies before commencing work. We’re registered with HMRC for AML and complete annual AML training to ensure we’re up-to-date maintain compliance.

In-House Accountants – Our in-house Accountant is registered with ICAEW and is responsible for reviewing all financial reports before any data is submitted for our R&D Tax Credit claims, as well as liaising with client’s accountants to ensure CT600’s are completed and submitted correctly.

HMRC Enquiry Specialists – HMRC reserve the right to investigate any claims made for tax relief. Part of our role is to support the claim process and help clients to compile a comprehensive and prompt response that satisfies an enquiry, allowing the tax relief to be awarded.

Meet The Team

Find out how we can help your industry sector access Grant Funding and claim R&D Tax Credits.

Management

Sam Stephens

Director

Ryan Mouncy

Managing Director

Elaine Williams

Finance Director

Grants Team

Bethan Roullier

Grants Team Leader

Rachel Bailey

Grant Consultant

Emma Lumley

Grant Consultant

Paula Smith

Senior Grant Consultant

Clare Fairfield

Grant Consultant

R&D Tax Team

Lorna Goodwin

Senior Consultant

Chris Stuttle

Senior Consultant

Richard Hine

R&D Senior Consultant

Felix Shin

R&D Tax Consultant

Dave Schorah

R&D Tax Team Leader

Ian Davie

Senior Consultant

Mark Robbins

R&D Tax Consultant

Yasmin Dalton

R&D Tax Consultant

Callum Dennis

R&D Tax Consultant

Samuel Hutchinson

R&D Tax Consultant

Hugo Morgan

R&D Tax Consultant

Tamera Williams

R&D Tax Consultant

Commercial Team

Esther Lawrence

Head of Business Development - Grants

Jo Dawson

Office Manager

Jo Rudzki

Partner Relationship Manager

Rebecca Guest

Marketing Executive

Alexander Hone

Senior Business Development Executive

James Purdy

Finance Manager

An independent consultancy, highly skilled and experienced

Assists organisations in accessing research and development grant funding across a range of UK and EU schemes and industry sectors.

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