Resources

Customer Stories – Adam Shakespeare at ISIS Tax

By tapping into the benefits offered as part of our membership, ISIS Tax transformed their approach, improving claim accuracy and...

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How to talk to a client about whether an R&D claim is right for them

Navigating R&D claims can be tricky with new and existing clients alike. Follow this approach to keep things on the right track.

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5 mistakes accountants make when discussing R&D eligibility with clients

As an accountant, your relationship with your clients is important. Avoiding these errors can keep their trust in you secure for years to come.

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How to handle your first R&D enquiry

The first time that you have to support a client through an R&D enquiry can be a daunting experience. Here's our guide to making sure you get it right.

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How to improve the profitability of your R&D service

Do you know you have inefficiencies in your team, but you're not sure how to address them? We've got some tips.

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R&D Training Calendar

Use this Training Calendar to structure your team's learning and ensure that you cover the essential information about the five R&D schemes.

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Why CPD for R&D tax relief is going to go mainstream

Recent news involving HMRC's plans for the scheme place CPD in the spotlight

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How to say no to clients

It's tricky to say no to clients; how can you let them down easy?

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R&D Tax Relief Case Law

A summary of tribunal decisions and judicial reviews relating to R&D tax relief claims. Regularly updated.

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Weighing up CPD options for R&D tax relief

It's tough to know what best suits your business. Whatever your needs, we have you covered.

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Making sense of HMRC’s eligibility criteria for R&D claims

Get your R&D claims started well with clear and concise eligibility conversations with clients.

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What do you need to know about the ERIS Scheme?

The new ERIS scheme has many similarities to the Merged R&D Scheme, with some key differences.

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