Qualifying Leads for R&D Tax Relief


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.

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

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12 months access to this training course for each user.

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Course Outcomes

In this course we cover:

  • The basic 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.

01: Introduction

Ready to take the course?

Our Membership

Interested in taking the training?

All our training courses 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 situations, including complex business structures and enquiries.


Course Stats


bite-sized training videos


assessment questions


verifiable CPD units

04: Competent Professionals

Want to watch one of the course videos for free?

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.

Get extra help with screening clients and establishing eligibility


R&D Helpline

As a member of The R&D Community you’ll get access to our R&D Helpline. If you’re working at any stage of a claim and you’re having difficulty you can call, email or WhatsApp us for a second opinion.

We’ll get back to you quickly with an answer, so you can keep making progress. You can ask us about HMRC’s guidance, about the course, about your claim or the report you’re writing, or anything else you need.

If your query is more complex, we’ll talk about our Claim Support options and any other resources you may need.


Claim Support

As a member you also get access to our affordable Claim Support service. This allows us to help you at any stage of the claims process, right from the very beginning. For example, if you’d like one of our experts to join you in a technical meeting with a client, to help get to grips with the eligibility of their projects.

Or if you’re unfortunate enough to get an enquiry, we can help there too. We can review the claim you submitted and give an opinion on any potential red flags, and the best approach to defending it. You can even ask us to review drafts of your responses to HMRC, to make sure they’re word perfect.