LimestoneGrey uses AI tools in parts of our work, and this page says exactly where. We think clients of a tax firm are entitled to know how their adviser produces its advice, so here is the position in plain terms: AI assists with drafting, research and production; qualified humans make every judgement that matters.
What we use AI for
We use AI tools to support drafting (first drafts of documents that a qualified adviser then reworks and verifies), research (locating and summarising legislation, guidance and case material for human review) and production (formatting, consistency checking and the mechanics of preparing documents). Used this way, AI removes typing time, not thinking time. It lets our advisers spend more hours on the parts of a claim that need professional judgement.
We describe these as categories of tool rather than naming particular products. The specific software changes as better tools appear, and we would rather commit to how we use AI, and how we protect your information, than to any one provider. The principle stays constant whichever tool is in front of us.
What AI never does
- It never decides whether a project qualifies as R&D. Eligibility judgements are made by a qualified adviser applying the DSIT definition to what your competent professionals tell us.
- It never determines your figures. Cost qualification and the claim computation are prepared and checked by people.
- It never communicates with HMRC on its own. Every submission and every letter is reviewed and approved by a named adviser before it goes anywhere.
- It never publishes unreviewed content. Every technical position on this site is reviewed and signed off by a chartered adviser before publication.
Put plainly: no decision that affects you is made solely by automated processing. Every judgement that carries professional or financial weight is made by a chartered adviser, who retains authority over the work and signs it off.
Who is accountable?
Responsibility for our work rests with the firm and its regulated advisers, never with a tool. Everything we deliver is reviewed and signed off by a chartered adviser, whatever tools were used to produce it. The practice is founded and led by Matthew Jones, a chartered accountant and chartered tax adviser. Our professional obligations, including PCRT and ICAEW regulation, apply to everything we deliver. A tool cannot carry professional responsibility; a regulated adviser can, and at LimestoneGrey one always does.
What about your information?
Client and enquiry information is handled under our confidentiality and data protection obligations whatever tools we use. Those duties are set by law and by our professional rules, and they do not relax because software is involved.
Two assurances matter most. Your information is processed under appropriate confidentiality and security controls. And it is not used to train any third-party AI model; the tools we use are engaged on terms that prevent it.
You can ask us at any time to limit or stop our use of AI in handling your information. We will accommodate that where it is reasonably practicable, though it may affect how quickly and at what cost we can work. Our privacy policy explains how we handle personal data more generally, including where any processing takes place outside the UK and the safeguards that apply.
If you have questions about any of this, ask us directly. We would rather explain our methods than have you wonder about them.
Written by Matthew Jones ACA CTA. Last reviewed July 2026.
