R&D Support: Eligibility Screening Service

Ask an R&D expert to interview your clients and establish their eligibility to make a claim

This is one of the Claim Support services available to members of The R&D Community.

Initially, we hold a Zoom call with you and your client.

In this, we give your client a clear explanation of HMRC’s eligibility criteria and answer their initial questions. We then discuss their projects to see whether any of their work is likely to qualify for relief.

After the call, we provide you and your client with a written opinion on the extent of their eligibility and any obvious risk factors to consider.

This should give you a strong footing for the claim’s preparation, and helps you avoid any obvious mistakes. Please note that we can’t guarantee that the resulting claim will be accepted by HMRC, since that comes down to the details that emerge in your subsequent work with the client.

Typically, this service takes 60-90 minutes per client.

How much does it cost?

The cost will vary depending on the number of projects your client is hoping to claim for.

The Claim Support service is charged at £195+VAT per hour. You have to be a member to access the service, and membership starts at £150+VAT per month.

How to access the service

If you’re already a member of The R&D Community, you can contact us via the Helpline to discuss your requirements.

If you are not yet a member, you can see more details about pricing and what’s included.

View pricing and other details