Establishing Eligibility - How to discuss R&D with clients
Description
This is where it starts to get interesting! HMRC’s guidance is very generic and abstract, and it has to be, because it’s got to be applicable to so many different types of company.
But how do we translate this generic guidance to real clients and projects? What information do we need to prepare a solid claim, and how do we extract it from our client in the simplest, quickest and most convenient way?
In this module, we explain how you can structure conversations with your client to ensure that your meetings with them are as effective as possible.
Course Outcomes
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.
01: Introduction
Ready to take the course?
Key topics from the course
14: How to Say No to Clients
Want to watch one of the course videos for free?
This video explains how to talk to a client when your sure their project is not eligible for relief.