Which clients do the new energy and R&D rules touch, and by when?
The brief
New rules are changing who qualifies for what: a new industrial energy scheme, the merged R&D scheme, a business-rates revaluation and a climate levy rise. We built the report to show each regional team which of its own clients are affected, with a reason and a date.
Headline numbersClient index by status
Priority call listNext three services
Scheme windowsEight-step service path
Campaign rowsRecords to update49 clients traced, 24 active, 11 to call first and 5 scheme dates.
What we built
- Traced 49 clients and grouped the 24 active ones by registered region, so each team picks up its own list.
- Checked energy-intensive clients against the new industrial energy scheme and their existing cover.
- Read plant spend, patents, refinancing, turnarounds and headcount changes from filings and press.
- Computed claim and filing dates per client and set them against five scheme dates.
- Mapped every client to the firm's service path, from R&D tax credits to business rates and VAT recovery.
What the signals showed
Most of the book has a dated reason to talk within six months.
The kind of capital-allowance trigger that is easy to miss, and costly to find late.
Two campaigns reach almost every active client. The growth is in the existing book.
How it ran
- 01Trace
Clients matched to registry filings and grouped by region.
- 02Signal
Plant spend, patents, refinancing and hiring read per client.
- 03Match
New schemes checked against each client's position.
- 04Verify
Every dated claim checked twice before it went in.
What the firm got
Each regional team got a list it could work the same week. Leadership saw which new schemes touch many clients at once.
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