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The knock-on effects of incomplete R&D conversations

10th Jul 2024
Brought to you by

R&D tax relief training and support

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Initial conversations with R&D clients can be over quickly, but failing to cover the crucial details can add up to a lot of extra time spent on a claim.

Dominoes falling

In R&D tax relief, the details are all-important. The technical conversation you have with each client is crucial for gathering the necessary information to support their claim. However, these conversations can fall short, leaving you without the crucial project details that are inherent to a strong claim.

Your advisory team might end up spending extra time gathering additional information, or risk submitting a poorly evidenced project which could draw HMRC’s attention. An HMRC enquiry can very quickly multiply the number of hours spent on a single claim, not to mention the potential for your client to lose the relief or pick up penalties if the claim can’t be successfully defended.

How to improve your R&D technical meetings 

So, it’s important that everyone on your team is on the same page when it comes to these conversations. You want them all to have the same knowledge and skill required to run an effective technical meeting where they gather all the pertinent information. That way, every claim submitted to HMRC makes a clear case for relief in terms that they understand and follows the BIS guidelines.

This can be difficult to achieve, given the current approach to compliance that HMRC has adopted and the industry-wide challenges in retention. Structured training is a crucial resource in situations like this, and an opportunity to differentiate yourself. While your internal training programme may be enough to get by, if you have any kind of ‘learn-as-you-go’ philosophy, that may end up as a heavy burden for those doing Quality Assurance on claims.  

Investing in external training courses can help get staff rapidly up-to-speed and ensure they’re all on the same page.

Establishing Eligibility for R&D claims

Our training course – Establishing Eligibility - lets you tackle this specific problem head-on. It provides in-depth insights into how you can conduct effective initial discussions that capture all the information you need from the outset.

Course outcomes:

After taking this course, you’ll be ready to streamline 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.

Flexible training tailored to your needs

The course is available as a one-time purchase, allowing you to learn at your own pace and revisit the material whenever you need it. The assessments are practical and relevant, helping you apply the knowledge directly to your client interactions.

Taking the course can bring significant benefits to your R&D claims process:

  1. Efficiency and Accuracy: With better initial conversations, you’ll reduce the need for additional follow-ups, making the process smoother and more efficient.
  2. Strengthened Client Relationships: By being able to distinguish between what type of evidence is required to support projects and what type of evidence falls outside the scope of qualifying R&D, you build trust and confidence with your clients.
  3. Minimized Risk: Comprehensive and well-documented claims are less likely to trigger an HMRC enquiry, safeguarding your client’s interests and your professional reputation.
  4. Higher Quality Claims: You’ll be able to submit more accurate and detailed claims, ensuring they align closely with HMRC’s guidelines.

This course offers a focused, practical solution to that challenge of inconsistency in your R&D claims process. And it only costs £295+VAT per learner. It’s a fast and cost-effective way to get your team up-up-to-speed and on the same page, and you’ll see the impact almost immediately.

Start building strong R&D claims today

This is about more than just learning new skills; it’s about refining your approach to R&D claims. By improving how you handle eligibility conversations, you can make your work more effective, build stronger client relationships, and ensure your claims are robust against HMRC scrutiny.

Buy the Training Course