Explaining Eligibility - How to discuss R&D with clients
The cornerstone of effective R&D claims
Much has changed in the world of R&D tax relief over the last few years, but at least there’s one thing that has not: the definition of R&D. Whichever scheme your client might claim under, they all have the same basis for eligibility. That is:
Does the project claimed for meet the definition of R&D for tax purposes in HMRC’s guidance?
HMRC’s guidance is very generic and abstract, so how do we translate it to real clients and projects? What information do we need to prepare a solid claim, and how do we draw it out from our client?
In this course, we explain how you can structure conversations with your client to ensure that your meetings with them are as effective as possible.
Ready to take the course?
£295+VAT
12 months access to this training course for each user.
Optimise your eligibility conversations
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.
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.
Need to level up your R&D service?
If you need more support than just one training course, you’re in luck. All our training and support services are available to members of The R&D Community. Our monthly subscription includes video-based training courses with full reporting, assessments and oversight for your team.
We also have support services which can help you with tricky eligibility conversations, screening clients and all aspects of claims and enquiries.