Course Catalogue
All-Access Courses
An Advisor's Essential Guide to the Merged R&D Scheme
Price:
Free
Level:
Foundation
CPD
Credit:
2
Price:
Free
Level:
Foundation
CPD
Credit:
2
Making the most of HMRC's Additional Information Forms
Price:
£295+VAT
Level:
Advanced
CPD
Credit:
2 points
Price:
£295+VAT
Level:
Advanced
CPD
Credit:
2 points
Learning Outcomes
Our free course will help you to
- Understand how the new Merged R&D Scheme works and when to claim under it
- Update your processes with the new rules and requirements for R&D tau relief claims and advisor
- Work confidently with complex areas of the new scheme
Recommended for
Anyone preparing R&D claims, or submitting R&D claims.
Explaining Eligibility - How to discuss R&D with clients
Price:
£295+VAT
Level:
Foundation
CPD
Credit:
2
Price:
£295+VAT
Level:
Foundation
CPD
Credit:
2
Learning outcomes
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.
Recommended for
Anyone preparing R&D claims, submitting R&D claims, or discussing R&D claims with clients and prospects.
Price:
£295+VAT
Level:
Foundation
CPD
Credit:
2
Learning outcomes
In this course we cover:
- The core 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.
Recommended for
Anyone preparing R&D claims or discussing R&D claims with clients and prospects.
Responsible Use of AI in Preparing R&D Claims
Price:
£295+VAT
Level:
Advanced
CPD
Credit:
2
Price:
£295+VAT
Level:
Advanced
CPD
Credit:
2
Learning outcomes
In this course we cover:
- How AI can be used to prepare R&D claims
- How to stay compliant with PCRT
- Other opportunities and considerations for R&D advisors using AI
Recommended for
Anyone preparing R&D claims or managing an R&D service
Training Programmes
Price:
£1,500+VAT
Level:
Standard
CPD
Credit:
21
R&D Tax Relief Learning Pathway, supported by ACCA
Price:
£625+VAT
Level:
Foundation
CPD
Credit:
8
Price:
£625+VAT
Level:
Foundation
CPD
Credit:
8
This is practical, structured training for advisors who want to deliver accurate, compliant R&D tax relief advice with confidence in a changing regulatory landscape.
You’ll learn:
- Exactly how HMRC defines R&D (it’s not what many clients think)
- The two routes software can qualify, and the errors advisors frequently make
- How to set boundaries with clients so you only claim what is genuinely allowable
- How to identify and apportion qualifying costs properly
- The fundamentals of the Merged Scheme and how it differs from the old SME / RDEC schemes
Advanced Certification in R&D Tax Relief
Price:
TBC
Level:
Advanced
CPD
Credit:
TBC
Price:
TBC
Level:
Advanced
CPD
Credit:
TBC
Get to grips with advanced concepts within R&D tax relief that you need to work at a high level in an R&D specialist team.
Who is it for?
The Advanced Certification is for managers and experienced advisors who spend the majority of their time preparing claims for R&D tax relief.
Members-only Courses
Subcontracting in the SME scheme: The rules & how they're applied in practice
Price:
Included in membership
Level:
Advanced
CPD
Credit:
2
Price:
Included in membership
Level:
Advanced
CPD
Credit:
2
Qualifying Costs & Apportionments
Price:
Included in membership and certification
Level:
Foundation
CPD
Credit:
2
Price:
Included in membership and certification
Level:
Foundation
CPD
Credit:
2
Learning outcomes
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
Recommended for
Anyone preparing R&D claims, submitting R&D claims, or discussing R&D claims with clients and prospects.
Accountancy & R&D tax relief - the basics
Price:
Included in membership
Level:
Foundation
CPD
Credit:
2
Price:
Included in membership
Level:
Foundation
CPD
Credit:
2
Learning Outcomes
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.
Recommended for
Anyone preparing R&D claims, submitting R&D claims, or discussing R&D claims with clients and prospects.
A Guide to Eligibility in Software
Price:
Included in membership
Level:
Foundation
CPD
Credit:
4
Price:
Included in membership
Level:
Foundation
CPD
Credit:
4
Learning outcomes
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.
Recommended for
Anyone preparing R&D claims, submitting R&D claims, or discussing R&D claims with clients and prospects.
A Guide to Eligibility in Construction
Price:
Included in membership
Level:
Foundation
CPD
Credit:
2
Price:
Included in membership
Level:
Foundation
CPD
Credit:
2
Learning outcomes
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.
Recommended for
Anyone preparing R&D claims, submitting R&D claims, or discussing R&D claims with clients and prospects.
How to Build Strong Ethics & Good Marketing Practice into your R&D Service
Price:
Included in membership and certification
Level:
Foundation
CPD
Credit:
2
Price:
Included in membership and certification
Level:
Foundation
CPD
Credit:
2
Learning outcomes
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.
Recommended for
Anyone preparing R&D claims, submitting R&D claims, or discussing R&D claims with clients and prospects.
Valerie De Leonibus
The R&D Community provides an excellent way to train the team in a consistent manner and to a high standard. The video content makes it highly interactive and easy to follow. 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.
