Supporting your Research and Development Tax Credit claim

The RDTC landscape has changed significantly during the past 3 years. HMRC have merged the schemes and introduced mandatory filing to notify and support an R&D claim.

The “Guidance for Compliance” issued by HMRC has been updated for specific areas including detailing the requirements to meet the standard of ‘Competent Professional’ and the typical ‘Evidence’ needed to support a claim.

R&D tax credits remains a valuable source of support for innovative companies, but navigating the claims process can be complex and confusing from the outset.

Ron has been involved with the R&D scheme since 2014, working with local companies, and has been Deloitte’s Northern Ireland lead for R&D since 2024, focussing on compliance and risk for clients. Catarina works closely with Deloitte clients as a subject matter expert with particular emphasis in bio-medical engineering and software development. Ron and Catarina are also part of Deloitte’s Global Investment & Innovations Incentives (Gi³) team, working with the UK and Ireland Gi³ teams who can also support on grant and wider tax incentives across the UK and Ireland.

Key takeaways from this event?

A better understanding of HMRC’s approach to RDTC claims, giving you clear guidance to help assess if you have an eligible claim with qualifying costs, details of the process to support and submit a claim and how to maintain good records in the event of a compliance enquiry.

Who should attend?

Any business owner who has previously submitted, is intending to submit or is wondering if an R&D Tax Credit claim is right for their business.

Key personnel involved in leading R&D projects and Finance personnel responsible for R&D expenditure quantification.

What is the workshop/event style?

The workshop will take the form of a presentation introducing a case study with Q&A. There will be time for individual conversations after the event.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Catalyst