Our website is currently being updated and will be live soon, but you can find an overview of our services below.

Who We Are

We are Apogee Associates Limited, a company founded by four colleagues and friends who wanted to bring an innovative, client-centric approach to the R&D tax credit sector.


At Apogee, we recognise that different businesses have unique requirements and preferences. Our bespoke approach ensures you get your idea of “excellent service”, tailored to your individual requirements, and our investment in advanced processes, systems and technologies ensure you’ll receive the best possible benefit for your activities.


Our team have over 10 years’ experience in specialist R&D tax consultancy and provide the technical knowledge and expertise to identify and support all types of application. Throughout our time in the industry, we’ve maintained a true 100% success rate, ensuring no application was rejected, or even queried, by HMRC.


Innovation is at the forefront of everything we do and we are constantly exploring new technologies and methods of improving our service to clients, all while operating ethically, responsibly and sustainably.

What are R&D tax credits?

The R&D tax credit scheme is run by HMRC to enable companies that have invested in innovation to recover their associated costs. The guidance from HMRC is extensive, but at times can appear vague, making it difficult for individual companies or their accountants to understand the full potential of the scheme. We take the pain out of the application process, making it seamless (and interesting!), whilst ensuring you receive your maximum potential benefit.


Which activities qualify?

When people think of R&D, images of pharmaceutical companies developing cutting edge medicines, or engineering firms building highly advanced rockets, spring to mind. But HMRC’s definition of R&D is much broader than most realise.


Put simply, if you’re trying to overcome a problem that you’re not sure how to solve, you may be doing R&D in the eyes of HMRC.

How Does it Work?

There are several ways in which R&D tax credit benefits can be realised; the method of recovery varies depending on the claimant’s tax position and profitability.


The Headlines

Put simply your benefit will range from 14.35% to 33.35% of your Qualifying Expenditure, depending on your tax position. You will always have the option to receive 24.7% of your Qualifying Expenditure. We’d welcome the opportunity to explain the detail, and how it relates to your company, over a call.

Our Partners

Through our partnership programme, we work with accountancy practices, other businesses and well-connected individuals to add value by providing specialist R&D tax credit services to their clients and contacts.


Relationships are at the heart of any partnership, and we strive to deliver the same trust and commitment to our partners as we do our clients.

Contact Us

If you’d like a review of your existing application, want to explore a partnership, or to find out how you could benefit from the R&D scheme, contact us on the details below:

Nathaniel Mortazavi

Managing Director

07596 848 450

Ben Hewitt

Finance Director

07597 142 361