By company type

Manufacturers

A manufacturer's claim can repeat: the same lines, the same engineers, the same kinds of project. That makes the fee predictable, and makes a fee that rises with the claim worth questioning at renewal.

What matters most about fees

Manufacturing claims are built on process development, tooling, materials and trials, and the projects from one year to the next are related. Once the first claim has been made and the technical case written, the work of the next claim is to update it. That makes the fee predictable, and it makes a percentage fee that rises with the claim for much the same work a term to question at renewal. The technical case matters too: process improvements are where the line between routine engineering and qualifying work is drawn, and the people who draw it should be the engineers who did the work.

Key questions

Likely red flags

Everything qualifies, where routine production is swept in with development. No one speaks to your engineers, because the claim is written from cost records. Uncapped success fees on a claim that has grown with a new line. Each has a fair version: a business whose whole activity is developing one new product, a repeat claim where last year's interviews still hold, a claim that will stay small. The red flag pages say how to tell.

Fee models to compare

Fixed fees and capped fees suit a repeatable claim; on the shared example a $35,000 fixed fee is less than 20% of any claim above $175,000. Hourly fees can suit the update of a technical case already written. A contingent success fee still suits a first claim where the business is unsure what qualifies. The how to negotiate fees guide covers asking for a cap at renewal, and the case study below shows a manufacturer who did. Illustrative figures.

General information about choosing and managing an adviser. It is not advice on whether your work qualifies for R&D tax relief.