Qualifying Leads for R&D Tax Relief

Course Description

With HMRC now applying a much higher standard of scrutiny than it did in the past, it’s increasingly important to be careful about the types of clients and claims you take on. Being selective about your clients is crucial to maintaining high standards and staying on the right side of HMRC.

Learning outcomes

In this course we cover:

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

Ready to take the course?

£295+VAT

12 months access to this training course for each user.

All access

Get access to all of our training courses from £350+VAT per month.

Find out more

Brendan Katzke
Brendan Katzke
Financial Consultant
Catalyst Solutions
Brendan Katzke

It has given me a deeper understanding of some of the technical aspects of an R&D claim (being primarily involved in the financial side at the moment). Also, it has validated some of the processes we currently have in place yet spotlighted areas for improvement. It was also very practical and has given my various tips to incorporate in our business.

Callum McCusker
Callum McCusker
Tax Assistant Manager
Streets Chartered Accountants
Callum McCusker

I would recommend this course as it provides a good overview of streamlining the engagement process.

Simon Bulteel
Simon Bulteel
Director
Cooden - R&D Tax Specialists
Simon Bulteel
It has reinforced what we are already doing, but also provided some useful tips on how to say no. You have also made the complexity of 5 R&D schemes very understandable! Obviously there is a huge more in the detail of the legislation but for a foundation course I think this is pitched at about the right level!
Campbell Black
Campbell Black
Tax Consultant
Leonherman
Campbell Black

This course just confirms that R&D tax advice is a complex area now that there are five possible schemes all in action at present. I think the very useful thing I learned was to make sure that prospects are given CIRD 81900 and GfC 2 and 3 as an absolute minimum to help them understand where HMRC are coming from in terms of R&D claims.

What does this course cover?

The course is structured as a series of short videos, with a brief quiz after each one, to test your knowledge.

Ready to take the course?

Buy this course

Course Stats

13

video lessons

43

assessment questions

2

verifiable CPD units

Watch one of the course videos for free!

Lesson 4: Competent Professionals

In this video we’ll explain what is meant by ‘Competent Professional’ when it comes to R&D Tax Relief, and how to determine if your prospective client has one who can support their claim.

Buy this course Back to Course Catalogue

Trusted by our Community