Explaining Eligibility - Course Overview

Boost your confidence discussing R&D eligibility

After taking this course, you’ll be ready to optimise your own eligibility conversations with your clients. You’ll have:

  • A simple, effective methodology for talking to clients about R&D and recording that information in a structured way
  • A downloadable email that you can send to clients to prepare them for your meeting
  • A downloadable template that helps you apply this methodology in the field.

Ready to take the course?

£295+VAT

12 months access to this training course for each user.

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R&D Training

Never make an R&D eligibility mistake again

For all that’s changed in R&D over the last few years, there’s one thing that has not: the definition of R&D.

This course will show you how to translate HMRC’s abstract guidance guidance into concrete advice for your client?

We explain how to structure conversations and ensure you capture all the technical information you need to prepare a robust, defensible R&D claim.

Key topics from the course

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Pre-meeting preparation

Make sure your client’s ready for the meeting and has all the information you’ll need. Includes an email template you can adapt for your needs.

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Setting the scene

Set the agenda, and explain HMRC’s guidance in a way your client can understand. Includes a downloadable framework to structure your conversation.

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The Industry Baseline

Discuss in detail what the industry standard was before the research began. HMRC need to see how the advance moved technology forward – this step is key to explaining that.

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Technological Advance

Ask right questions about the outcome was they were looking for during the research. Then you’ll be able to explain clearly what types of advance qualify, and what don’t.

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Technological Uncertainty

Take the confusion out of Uncertainties by getting into the details of your client’s project, and how they attempted to make the advance in technology.

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The Start and End of R&D

Get clear on exactly which parts of a project will qualify for tax relief. All projects go through a number of stages, but only some of the stages can be included in the claim.

Want to watch one of the course videos for free?

14: How to Say No to Clients

This video explains how to talk to a client when your sure their project is not eligible for relief.

Adam Shakespeare
Adam Shakespeare
Director
ISIS Tax
Adam Shakespeare

In the past, pushing back on eligibility has been challenging. After taking the course, we built our own Eligibility Review process to go through with clients. Now if they get to the end, and we feel it’s not an eligible project, we can agree that with the client, charge a small fee and move on to other work. It’s worked really well so far!