Resources
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Do I need to notify HMRC of my R&D tax claim?
We've created a guide to R&D tax claim notification, including a calculator to help identify which claims need notification
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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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Enquiry Letters – what to expect from different HMRC departments
Depending on the nature of the issue, different departments within HMRC can send letters to claimants.
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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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Unravelling HMRC’s FIS Campaign – 18 Months On
Jonathan Yeomans, CEO and Founder of Avalon Tax, delves into the HMRC compliance team's recent fraud campaign
Read moreR&D Tax Relief Knowledge Assessment
Find out how your R&D knowledge stacks up. Do you have all the essentials covered or are there key gaps in your knowledge?
The assessment
- includes 50 multiple choice questions
- covers 5 essential R&D tax relief topics
- takes roughly 60 minutes to complete
- provides a thorough assessment of your R&D knowledge.
Latest Articles
What are the anti-money laundering rules for R&D consultants?
Anti-money laundering (AML) supervision requirements have recently been updated. What can you do to get compliant?
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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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Subcontracting in the Merged R&D Scheme – Who can claim?
Subcontracting rules under the merged R&D scheme require a nuanced interpretation
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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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How is overseas expenditure handled in the Merged R&D Scheme?
Overseas expenditure is one of the most significantly changed areas under the Merged Scheme.
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Our 2026 Strategy: Building Capability, Credibility, and Connection Across R&D
In early 2026, we will be holding member check-ins to understand their evolving needs, challenges, and priorities. We’ll also be inviting our members to review and shape our course outlines before development begins, ensuring that the resulting courses are a good fit for what they need in practice.
Read moreRecent Case Studies
Sedulo’s path to R&D claim preparation best practice with The R&D Community
The whole R&D team at Sedulo have been enthusiastic members of The R&D Community since September 2024. They now work...
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Approved Tax boost client confidence and reduce enquiries with The R&D Community membership
Positive client relationships are at the heart of running a successful R& D service – a service like Approved Tax....
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Training and Support in R&D Tax Relief: How Minerva Innovation Group Raised Their Game
Meet Minerva Innovation Group, an advisory firm specialising in R&D tax relief. They aim to help their clients navigate the...
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R&D Specialists increase claim quality and compliance through The R&D Community membership
Research & Development Specialists (RDS, part of the BSE Group) is a leading R&D tax relief consultancy based in the...
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How ISIS Tax streamlined R&D claim preparation and improved compliance by adopting new processes
By tapping into the benefits offered as part of our membership, ISIS Tax transformed their approach, improving claim accuracy and...
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Panoptic Ledger Solution’s experience of effective enquiry defence support
It’s no secret that HMRC have been clamping down on R&D tax relief in 2023, issuing more enquiries and penalties...
Read moreR&D Tax Relief Claim Checklist
This tool will help you
- Identify and manage risks
- Navigate the schemes’ complexities with confidence
- Provide a thorough and knowledgeable service to your clients.
This checklist outlines the most important checks you need to make when preparing a claim under the new rules.
Free Downloads
R&D Tax Relief Claim Checklist
Make sure you've covered all the most important questions you need to ensure you're preparing compliant claims.
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R&D Eligibility Checklist
This is key to a successful R&D tax relief claim! Make sure your client knows the rules and find out if they have work that qualifies.
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A Guide to R&D Tax Relief Training
An overview of R&D tax relief training options - and where to find them.
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Prospectus for Certification in R&D
A complete overview of everything included in the Certification for R&D Tax Relief.
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R&D Red Flag Checklist
Red flags lurk in your R&D claim documentation, just waiting to attract HMRC’s attention. Use this checklist to find them and fix them!
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How to handle an R&D enquiry
A complete guide to HMRC's most common enquiry questions and how to answer them most effectively.
Read moreAn Advisor's Essential Guide to the Merged R&D Scheme
Our free course will help you to:
- Understand the new Merged R&D Scheme and when to claim under it
- Work confidently with complex areas of the new scheme
- Update your processes with the new rules and requirements.
Preparing R&D claims
A Beginner’s Guide to Claiming R&D Tax Relief
If you have questions about R&D claims, you’re in the right place. We break down everything you need to know in our beginner’s guide.
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R&D Eligibility Checklist
This is key to a successful R&D tax relief claim! Make sure your client knows the rules and find out if they have work that qualifies.
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3 steps to effective R&D eligibility screening conversations
Identifying eligible claims is a key skill of any advisor, but clients may not be so savvy. How can you keep your clients' claims consistent?
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How to review your portfolio for R&D tax clients
If you have decided to offer R&D services to your clients, getting the ball rolling can be difficult. Here's a step-by-step guide to getting started.
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How to talk to a client about a potential R&D claim
It can be tough to find the right way to talk to a client about R&D tax relief claims, but these tips will help keep you on track.
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How to prepare a claim for submission by your client’s accountant
Good working relationships between accountants and R&D advisors can produce great results for both parties (and their clients!)
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Why you should invest in R&D training AND R&D software
R&D software offerings often promise the world, but they still rely on knowledgeable users. What’s the best method to bolster your R&D services?
Read moreHow to defend an enquiry
How to handle an R&D enquiry
A complete guide to HMRC's most common enquiry questions and how to answer them most effectively.
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An Insider’s Guide to R&D Tax Relief Enquiries in 2025
The landscape of R&D tax relief has changed, with HMRC taking a more aggressive approach. Let’s look at questions and tactics they may use.
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R&D Red Flag Checklist
Red flags lurk in your R&D claim documentation, just waiting to attract HMRC’s attention. Use this checklist to find them and fix them!
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How to avoid an R&D enquiry from HMRC
Handling an R&D enquiry is risky and time consuming. With HMRC issuing more and more enquiries, what can you do to avoid them?
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The Power of Connection: How Community Can Benefit R&D Advisors
HMRC’s approach to enquiries has some feeling isolated; find support in your industry peers.
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5 ways to take charge of your R&D tax relief enquiry
Has an HMRC enquiry caught you off guard? Our members have some essential tips for defending your claim.
Read moreTrusted by our Community
