This client is one of the most prestigious health and racquet clubs in the region, approached Ad Valorem following a recommendation from one of our trusted partner organisations. They had experienced an inefficient, paper-heavy audit process with a previous provider, which dragged on far longer than necessary and consumed a disproportionate amount of senior management time.

Although there were no Banks or 3rd Party deadlines pressuring the audit timeline, the client was keen to complete the process efficiently so their leadership team could refocus on key business priorities – including expansion and strategic development.

They selected Ad Valorem because of our reputation for delivering efficient, tech-enabled audits and for keeping the client experience at the forefront. We brought in a digital-first mindset, clear project planning, and a collaborative approach, setting realistic but firm timelines agreed with all stakeholders from the start.

Our cloud-based systems ensured seamless communication and transparency, giving the client visibility over progress while eliminating the inefficiencies they’d previously experienced.

• Replaced outdated audit practices with a fully digital, paperless process
• Leveraged 

 for real-time collaboration, data sharing, and audit tracking
• Integrated directly with the client’s accounting software to access relevant data efficiently
• Eliminated unnecessary disruption to the senior team by streamlining the process
• Delivered the audit on an agreed timeline, allowing the client to move forward confidently

The audit was completed exactly on schedule, without the stress and delays the client had experienced in the past. By using cloud-based audit tools and adopting a structured timeline, we removed friction from the process and helped client stay focused on running and growing their business.

They described the experience as “completely hassle-free” – a stark contrast to their previous audit. With our modern approach and clear communication, client now considers Ad Valorem a key strategic partner for the future.

Leisure & Hospitality - Audit

Confused as to what expenditure qualified as R&D. Frustrated that we were lagging behind similar organisations in optimising the benefits of the scheme. Fearful that we would get any submission wrong without expert advice.


Ad Valorem were recommended, and then, by chance Brian Coventry, our Founder, bumped into Nigel Adams at an industry event. He was busy that evening but he made time to explain how the firm could help us move forward.


We have clarity on how the legislation applies to our R&D. We have confidence that we are dealing with expert professionals and have the controls and processes in place to ensure we are compliant.


Ad Valorem manage our submissions end to end, and ensure that we are describing our R&D correctly so that HMRC can understand the importance of what we do. Its efficient and saves a considerable amount of executive time.


Unfortunately our 2022 submission was rejected. This created a lot of anxiety and frustration in the business. HMRC got it wrong but it took almost two years to resolve their mistake. Suzanne and Chris were amazing. Their calm and confident manner ensured we navigated a very drawn out appeal process. We are very grateful for their professionalism and expertise.

Case Studies

Leisure & Hospitality - Audit

Software - R&D Tax Relief