R&D Tax Relief Training for Accountants and R&D Consultants

Struggling to get the information you need from a one-off training session or a single online course?

Our online training academy includes both foundational and advanced courses to help you truly learn to be an expert in R&D tax relief.

"I have been searching for a long time for a training course like this and I am so happy to finally have found something so good."

R&D advisors have long been underserved when it comes to high-quality training

Despite their complex and subjective guidance, HMRC haven’t issued a single minute of training on how to apply it to real-life claims.

You’re not alone if you’re worried that, even with all your experience, your claims might not stand up if there’s an enquiry.

That’s why we stepped in to fill the gap with our comprehensive R&D training platform. It’s open to accountants and consultants working in R&D tax relief, and it covers everything you need from introductory to advanced training.

Our R&D training academy provides a unique opportunity

Our members get access to a full range of support, training and resources which help them:

  • Prepare claims to a higher standard so they can avoid or defend enquiries from HMRC
  • Differentiate themselves from the Claim Cowboys and win over clients with a high-quality service
  • Support each other by sharing leads, insights, and examples of good practice.
What's included

R&D Tax Training Courses

Our current courses include:

  • An Introduction to R&D Tax Relief
  • Establishing Eligibility: How to Discuss R&D with Clients
  • A Guide to Eligibility in Software (Part 1: The Theory)
  • A Guide to Eligibility in Software (Part 2: Putting Theory Into Practice)
  • A Guide to Eligibility in Construction

Our training plan covers all aspects of the claims process, a broad range of industry guides, and practical subjects like screening clients or getting the most out of claim automation software.

* The pricing in this video is valid til December 2022 – please check our Pricing page for the most up to date information.

Key Features

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Trainee Reporting

See which courses your team has taken, including people’s progress, time spent, and their test results at each stage.

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Custom Learning Journeys

Your sales and BD people may wish to take different courses than your technical experts. Our platform lets them select the most relevant courses for their role.

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Choose the next topic

All our members get to vote on the courses we’ll deliver next, so you can ask us to prioritise the subjects you care most about.

What else is included?

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R&D Helpline

When you get stuck, or just want to bounce something off an expert, you can call, email or text us to get advice on a specific issue relating to a client or claim.

Broadly, if we can deal with your query within 15-20 minutes, that help is included as part of your monthly subscription. If you need more substantive help, you can use our Claim Support service.

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Claim Support

Sometimes you might want us to undertake a piece of work for you. At your direction, we can speak to your clients to assess their eligibility, review your claims before they’re submitted to HMRC, or even help you to defend a Compliance Check.

This service is designed to augment your team by giving you access to highly specialised skills as and when you need them. We never charge contingent fees and always give you an idea of costs upfront.

R&D Training for teams of all sizes

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Small Teams

If you’re starting to build up your R&D service, and your team is still just a few people, it’s the perfect time to get in early and establish good standards and consistent methods across your whole team.

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Medium teams

As your team expands it’s important to make sure they’re meeting consistent standards across all cases, so your clients get a high-quality experience across the board.

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Large Teams

If you work for a larger organisation, then our training allows you to assess the knowledge of your R&D team and bring them to a consistently high level in a relatively short space of time.

Get Started

Join The R&D Community

Members get immediate access to:

  1. Our R&D training platform & management dashboards
  2. Our R&D Helpline
  3. Our Claim Support service
  4. Customer forums & webinars
  5. Consultation responses to HMRC

Everything we do is designed to help and support you to make high-quality claims yourself.

Common Questions

Learners can start applying their new knowledge more or less immediately. Within a few months, they’ll have made big strides in their level of knowledge, understanding and confidence.

If you need more immediate results, you can use our Helpline and Claim Support services. You can access these as soon as you sign up – whether you simply need a little guidance, or someone to join your team and help you out with specific tasks.

Over time, as your team gets more trained and experienced, you’ll find that you need less and less help – but it’s nice to know it’s there when you need it.

Our keenest learners might spend an hour or two going through a full course once per month, whilst others dip in and out of the training whenever they need help with a particular topic. Because the cost of extra seats is low, it’s a good value option when you want to spread R&D knowledge widely across your team. Compared with sending everyone on a half-day training course once per month, it’s a more affordable and flexible way to train your people.

All our members get an onboarding call with us to help you work out which courses to start with and to discuss any particular issues you need support with right away through the Helpline or Claim Support service.

Yes, three of our courses are available for purchase without a membership. If you want to take any of the others, you’ll need to join us. However, you’re not tied into a long term contract. After the initial 3 month period, you’re not tied in, so you can sign up only for as long as you need to complete the course you want to do. If you don’t find any of the other courses useful, and you don’t need our support services, you can leave whenever you like. Just bear in mind that when you leave, your data is deleted – meaning that when you re-join in the future, all your progress data will be lost. Plus, we’ll miss you!

Not at all. Your subscription is charged once a month and you can cancel with 30 days’ notice after the initial 3 month period. You can also add and remove seats every month, if you need to. When you add new people, you won’t pay any extra until the following month. Read more about our pricing.

To maximise the resources available to our members, we prioritise developing training courses that are accessible to everyone in our community.

However, if you have a new topic you’d like us to cover, we can run it for you as an advanced workshop just for your team.

If you want to get specific support or recommendations for your own clients and claims, you can use our Helpline service to get advice on the specifics. If you want us to review your claim or get involved with aspects of preparing it, we can do so through our Claim Support service.

All our courses are delivered through our on-demand training platform, so you won’t be in live training sessions. This means our training is always available, whenever you need it.

If you do have follow up questions from any of the lessons, or quizzes, or any situations you’re dealing with, then you can contact our R&D Helpline, by phone, text or email, and we’ll be happy to answer your questions!

We also run monthly training webinars on a variety of subjects, including changes to the scheme and things which affect our existing training. At these, you’ll get the chance to join the conversations and ask any questions you may have about how to apply your training in practice.

To give you an idea of the style and quality of our courses, we’ve made one accessible for free. It’s called An Advisor’s Essential Guide to the Merged R&D Scheme. If you’re interested in seeing the style of the training, trying out the quizzes and getting a peek at our platform, you can sign up for free.

After that, you can choose if you would like to enrol as a member – you won’t be signed up automatically.

Because we offer a knowledge-based product, we can only offer refunds to customers who have technical difficulties that prevent them from signing in.

Let us know as soon as you discover there’s an issue and we’ll do our best to resolve it. If we can’t resolve your technical issue, we’ll refund your month’s subscription. We are unable to offer refunds for any other reason.

However, you’re not tied into a long contract, so if you don’t like it after the initial 3 month period, you’re free to give notice at any time.

Read more about pricing

Our Philosophy

HMRC has made clear that it is reluctant to regulate the R&D tax relief market

This makes it hard for SMEs to differentiate between the knowledgeable and ethical providers… and the rest. This is why we’re setting out to:

  • Develop industry-wide standards for Best Practice & Ethics
  • Build a shared understanding of HMRC’s guidance
  • Support our members as they develop their R&D services
  • Lobby for positive change in the R&D tax relief scheme

We want to make compliance easier and less subjective

You deserve more help and support in applying HMRC’s lengthy, complex, and subjective guidance to your clients. We want you to be able to build a thriving R&D service that is profitable, competitive and ethical.

And that’s exactly what The R&D Community is built to achieve.

Learn more about our philosophy

 

Not ready to sign up?

Try our free course first

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.