Source Advisors UK

09/01/2025

Celebrating Tesh and his recent promotion to UK Finance Director 🎉

Tesh has been an invaluable team member for over 10 years and played a significant part in the transition from the founder owners through to the current ownership under Source Advisors (US).

Congratulations Pritesh, so well-deserved. We’re excited to see you continue to develop in your new role!

Learn more about Tesh's role here at Source Advisors: https://sourceadvisors.co.uk/about-us/meet-our-team/pritesh-lalloo/

11/10/2024

💚 Yesterday was World Mental Health Day, timely to acknowledge the importance of mental health here at Source Advisors.

In our latest blog, Susie explains her role as a Mental Health First Aider (MHFA): https://sourceadvisors.co.uk/insights/latest-thinking/our-people/the-importance-of-mental-health-first-aiders-here-at-source-advisors/

Last month, our team got together to take part in the Mental Health First Aid England Mental Health Aware course.

23/09/2024

In our latest research, IP and Policy Lead, Akshay analyses patent data to discover the UK's position in the global R&D race. The research focuses on the volume of innovative output from the UK compared to other territories for three key technology areas: Automotive, AI and Telecoms.

Read our research https://sourceadvisors.co.uk/insights/our-research/a-focus-on-key-technologies-how-does-the-uk-compare-to-other-global-leaders/

Source Advisors delves into the critical technologies that are set to shape the next parliament. Exploring how issues such as telecoms, AI and low-carbon transport are being tackled by other countries, and what patent data can reveal about the UK’s strategic power in these sectors.

06/08/2024

At Source Advisors we have in-house patent professionals that work alongside our in-house tax professionals to provide a comprehensive service.
This is driven by a complete understanding of patents and Patent Box legislation, helping to deliver our Patent Box services to our clients.

To read more about what you should be looking for in a Patent Box specialist, check out our latest blog...

https://sourceadvisors.co.uk/insights/latest-thinking/intellectual-property-services/patent-box-benefit-delivered-for-source-advisors-clients/

Source Advisors have been delivering Patent Box services to our clients since the scheme was launched in 2013. Read more about what to look for in a Patent Box specialist.

19/06/2024

Here at Source Advisors, we believe a strong and motivated workforce is crucial to our success.

We're currently looking for new members to join our growing team.

To find out more about our roles, or to submit your CV please email [email protected] or visit our website...https://sourceadvisors.co.uk/about-us/careers/

05/06/2024

Our upcoming CPD-certified webinar on 26 June will provide accountants with an update on the current R&D tax relief landscape, HMRC’s focus on compliance and latest guidance.

Register your space here https://sourceadvisors.co.uk/insights/events/

If you missed our April webinar, sign up for the next 'Why is IP important to business?' taking place 11 September.

12/02/2024

When it comes to R&D tax relief, sometimes there’s a difficult conversation to be had with our accountant partners when we feedback that, for some of their clients, we can’t provide this service. In this latest blog, our Accounting Partner Director explains the reasons we sometimes need to decline clients, and why it’s in the best interests of accountants and their clients that we do.

https://sourceadvisors.co.uk/insights/latest-thinking/accountants/having-the-difficult-conversations-with-our-accounting-partners-and-their-clients/

01/02/2024

It’s a new month and the start of an exciting new chapter. Today, we’ve officially become Source Advisors in the UK.

We’re kitted out, and the Source Advisors team is ready to go!