SETsquared Workshop: R&D Tax Credits

SETsquared Workshop : R&D Tax Credits.

Speaker: Pete Edwards, Partner Corporate Tax.

Workshop Overview:

During the workshop participants will learn about how companies can benefit from making an R&D tax relief claim. The session will look at both the SME and RDEC schemes. It will focus on the differences between the two scheme and on what criteria need to be met to make a claim.

Participants: Aimed at founders and finance personnel.

Agenda

• Introductions.

• Background – General overview of what an R&D tax relief claim is and HMRC’s current approach to claims, updated to include

• Overview of the qualifying criteria for a claim.

• How to identify qualifying projects.

• What tax relief is available – difference between the SME and RDEC schemes and the difference between profit making and loss making companies.

• Qualifying expenditure – what costs can be included in a claim.

• Interaction with other funding – A look at how grants and subsidies can affect a claim.

• How to make a claim.

• What records should be kept and HMRC enquiries.

Host or Publisher SETsquared Bristol