R&D Tax Credit Loan Application Form

Application Form - R&D Tax Credit Loan
For companies seeking a loan secured against their R&D Tax Credit Claim. This application typically takes around 5-10 minutes to complete.
Your Email*
We would like to contact you by email occasionally, to let you know about opportunities that we think will be of interest to you. Please tick below to indicate whether you wish to join our email list, or not. You can unsubscribe at any time.*
- Yes
- No

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Your Company Details
Your registered company name*
Your company number*
Your registered company address*
Street Address Address Line 2 City County Post Code Country
When is your fiscal year end?*

Day
Month
Year

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Your Company Details (Continued)
How much are you looking to borrow against the tax credit/rebate?*
Please enter a number greater than or equal to 0.
Provide a brief description of your business and IP*
If a group structure, which entity holds the IP?*
How many employees does the company have?*

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Key People - Primary
Here we are looking for information to help us identify key people in your company.
Key contact - Full name*
First Last
Key contact - Mobile number*
Key contact - Email*

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KYC, AML & Credit Check Due Diligence
We need to carry out KYC/AML and credit checks on your company, and it's directors, to check we are good to go ahead and finance you.
Prior to approving a loan, we would have to carry out KYC/ AML and credits check on the company/directors. Please confirm your consent by ticking below?*
- Yes
- No

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Business Charges & Debts
Here we want to understand if you have any current or impending charges over your business.
Are you comfortable that we need to take a charge over the business for the duration of the loan?*
- Yes
- No

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Do you know of any existing or impending charges over the business?*
- Yes
- No
Existing/Impending charges - please provide details*
Do you have any outstanding debt to HMRC?*
- Yes
- No
Debt to HMRC - please provide details*
Do you have any other outstanding loans, overdrafts or liabilities?*
- Yes
- No
Loans/Overdrafts/Liabilities - please provide details*
Is there anything else about the company structure, or previous loans, that you think we should know about?*
- Yes
- No
Structure & Loans - please provide details*

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R&D Tax Relief Details
Here we are looking to understand more about your R&D Tax Credit Claim and how much you would like to borrow.
Approximately, how much do you estimate the R&D tax credit claim will be for?*
Have you applied for advanced assurance from HMRC for this R&D claim? If yes, you will be asked to upload a copy in the document section further on in the application.*
- Yes
- No
When do you think you will submit your CT600?*

Day
Month
Year

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R&D Tax Relief Details (continued...)
Who is your accountant?*
Have you been using an R&D tax relief specialist? If yes, who?
Have you produced a technical justification document detailing the basis of the R&D clam with input from a competent professional in the relevant field? (You will be asked to upload this later in the application)*
- Yes
- No

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Previous R&D Tax Relief Details
Have you claimed R&D tax relief before?*
- Yes
- No
If yes, then please advise how much your claim was for, and also what HMRC refunded to you.*

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Financial Information & Document Upload
Here we want to have a clear understanding of your company's current financial position.
The following documentation will be required to support your application*
Please tick to confirm you will provide
- Registered shareholder cap table
- KYC for director(s) and shareholder(s) with significant control (i.e. certified copies of ID and Proof of Address)
- Most recent 3 months bank statements
- Financial Accounts
- Management Accounts (Balance Sheet, P&L, Cashflow, Profit/revenue forecasts)
- R&D report (technical justification report)
- Details of any recent or impending equity raises
- Advanced Assurance from HMRC (if applicable)
Document upload
If you have any of the above to hand please upload here. If not, don’t worry but we will require it before making a decision. If you are unable to provide certain information, it may reduce the probability of securing finance with Buzz Capital Finance.
Drop files here or

Accepted file types: jpg, png, pdf, docx, xlsx, Max. file size: 10 MB, Max. files: 20.

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Your comments
Optionally, please add any comments or questions relevant to your application submission, or, any feedback on this application form. Were any parts of this form confusing? Please tell us here.
Ready to submit?
BEFORE SUBMITTING, PLEASE MAKE SURE THAT THE INFORMATION YOU HAVE PROVIDED IS UP TO DATE AND ACCURATE. We may not be able to provide you with a loan if something you provide turns out later to be incorrect or misleading. There may be further information requests arising following receipt to help us get comfortable with providing you with a loan. Subject to contract and due diligence.
Consent*
I have read and agree to the following statement*
I hereby certify that all the information I have provided herein is true and correct to the best of my knowledge, and that any loan provided by Buzz Capital Finance Limited to us will be used exclusively for purposes relating to our business only. I accept Privacy Notice and Terms & Conditions.
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Application Form - R&D Tax Credit Loan