Course Catalogue

Our free course will help you to:

• Understand how the new Merged R&D Scheme works and when to claim under it
• Work confidently with complex areas of the new scheme
• Update your processes with the new rules and requirements for R&D tax relief claims and advisors.

In this course, we take you through the most important aspects of the form. We will:

• explain the structure of the form and how to answer HMRC’s questions,
• give you detailed guidance on what to write in the free-text boxes,
• provide templates you can use with your clients to gather the necessary information.

This course gives you everything you need to be able to explain the R&D scheme’s eligibility requirements to clients. You’ll have:

• A sound understanding of the key information that HMRC expects to see within a claim
• A simple, effective methodology for talking to clients about R&D and recording that information in a structured way
• Downloadable resources that help you prepare your clients and produce clear and robust technical narratives to support a claim.

In this course we cover:

• The basic screening checks that you should ask every prospect,
• Competent Professionals and the information you need to get from them,
• Why grants and subcontracting arrangements can affect a claim’s risk level,
• The 5 different R&D schemes and what companies can expect back from each,
• Tips on how to reject clients diplomatically.

In this course we cover:

• The rules for an SME subcontracting all or part of its R&D
• The rules for connected subcontractors
• What makes companies connected
• The problem of ‘double-dipping’, and HMRC’s approach to avoiding it
• Contracts, activities vs services, and routine work
• The rules for Large Companies

The course covers each of the following subjects in detail:

• Staffing and software costs
• Externally Provided Workers and Subcontractors
• Materials & Utilities
• Clinical Trial Subjects
• SME costs vs RDEC costs
• Costs that can’t be claimed

This course will:

• Explain how corporation tax works and its impact on R&D tax relief claims
• Detail the process that companies use to submit claims and what schemes are available to them
• Explain key deadlines and timeframes during the claim preparation process, as well as some common errors to look out for.

After taking this course, you’ll be more able to distinguish between companies with eligible projects, and those which shouldn’t be claiming. This should give you more confidence when talking to software clients, and stronger, more defensible claims.

After taking this course, you’ll be equipped to recognise the 11 common scenarios that arise with software claims. This will help you to manage clients’ expectations and to work out whether a claim ‘belongs’ to the company commissioning the work, or to the specialist subcontractor charged with building the system.

Our aim is to help you understand how the Construction industry is organised, and where to find R&D. By the end of the course, you will:

• feel more comfortable talking to Construction clients,
• know when to push back on those who shouldn’t be claiming.

This course will:

• Explain HMRC’s Standard for Agents & PCRT, and how those apply to you when preparing R&D claims
• Provide practical tips on how to centre your R&D service on your ethics, and the business benefits that this brings
• Discuss good and bad practice when talking the R&D scheme, your service, your customers, and your relationship with HMRC.