The 7-step guide to claiming
Prepare personal Illustration.
Sign Engagement Letter
Provide information on your property
Due diligence to confirm entitlement to claim
Survey to identify, log and value plant and machinery
Produce report and liaise with your accountant to obtain agreement
Submit your report to HMRC
We use Specialist Plant & Machinery surveyors to provide an unbiased valuation of the qualifying assets within your property. For a multi-occupancy property, this will typically take an hour or so. We need to do this in order to identify, log and value the Plant & Machinery assets within. This, along with some further basic information we require and a due diligence undertaking confirming entitlement to claim, is then processed through our system to generate an HMRC compliant claim report. The report generated is of a format commonly accepted by HMRC and highlights the applied legislation, confirmation of ownership and scope of the report. The assets identified are categorised and valued.