Step 1
Understand
Review the project context, technical baseline, objectives and claimed advance.
Your technology advancements,
Clearly articulated.
To support an R&D tax claim, a technology project needs to show that it sought an advance in science or technology by resolving scientific or technological uncertainty.
R&D technology claims are not simply about whether a project was complex, commercially important or technically difficult. The technical narrative needs to explain what advancement was sought, what uncertainty existed, why the answer was not readily available to a competent professional, and what work was undertaken to try to resolve it.
Momentum Forged brings Big Four consulting experience across technology and Tax Technology R&D claims, with boutique, agile delivery. This includes experience supporting technology innovation claims for FTSE 100 and major global financial services clients across banking, insurance, asset management and fintech.
We help tax advisors, accountants and innovation-led businesses turn complex software, systems and transformation work into structured, credible technical documentation.
How It Works
Technical narrative, built around the claim.
R&D tax claims need more than a description of what was built.
The technical narrative needs to explain the advance sought, the uncertainty faced, why the answer was not readily available and what work was undertaken to resolve it.
Momentum Forged helps shape complex technical activity into clearer project narratives that accountants, advisors, claim specialists and non-technical reviewers can understand.
Step 2
Identify
Clarify the scientific or technological uncertainties, development challenges and evidence available.
Step 3
Structure
Shape the narrative around the advance sought, uncertainty faced, work undertaken and progress achieved.
Step 4
Refine
Review, tighten and improve the technical wording so the claim is clearer, more credible and easier to assess.
Built for Technical Clarity
Not just technical. Not just tax. The narrative between them.
Strong R&D claims depend on clear technical explanation.
Momentum Forged supports the narrative layer of technology-led R&D claims, helping translate complex project activity into structured, credible and commercially understandable documentation.
Where innovation evidence also needs to support wider growth or investment readiness, see Value Creation & Exit Readiness Support.
The work is designed to sit alongside qualified accountants, tax advisors and R&D claim specialists who manage financial treatment, tax position, calculations and submission.
Start Here
Turn complex project activity into a clearer R&D narrative.
R&D Tax Narrative Support is for technology-led businesses, accountancy firms, advisors and innovation teams that need stronger technical project write-ups, evidence mapping or refinement of existing claim narratives.
Support can include technical interviews, project examples, uncertainty explanation, case study structure and review of existing technical narratives.