Resources

The importance of a clearly defined technological baseline in an R&D claim

Establishing a sound technological baseline heavily contributes to the strength of your claim.

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4 ways to save your clients from an R&D compliance check

HMRC enquiries can be a headache. What can you do for your clients to avoid them completely?

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How does HMRC’s consultation on raising standards impact R&D tax relief?

HMRC outlined three approaches to raise standards in the tax advice market

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Consultation on Raising Standards in the Tax Advice Market

Our submission to the Spring 2024 HMRC Consultation on behalf of The R&D Community.

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Stop wasting time on ineligible R&D tax relief leads

Are you losing time and money on claims that don't stand a chance? Learn what a strong claim looks like.

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R&D Screening Template

Use this template to find new R&D tax relief prospects. Customise your own screening criteria to spot leads who are the perfect fit for your firm.

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How to screen prospects for R&D tax relief claims

When you have a lot of prospects for R&D claims, you need a robust screening process. Create your own using our Screening Template.

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Do your clients understand the demands of R&D tax relief?

Problems with your R&D claims can often be traced back to initial eligibility conversations with clients.

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Intent – When can subcontracted activities be included in an R&D claim?

Subcontracting is simpler with the Merged Scheme, but how can you prove "intent" for R&D?

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Changes to R&D tax relief in 2024

2024 brings with it two new R&D tax relief schemes, new consultations, and the continuation of HMRC's troubled approach to enquiries.

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How is overseas expenditure handled in the Merged R&D Scheme?

Overseas expenditure is one of they most significantly changed areas under the Merged Scheme.

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Do I need to prenotify my R&D tax claim?

We've created a guide to R&D tax claim prenotification, including a calculator to help identify which claims need prenotification

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