Course Details

R&D tax is very much in the spotlight at the moment, with clients and advisers increasingly aware of it through articles in the press, changes in the Autumn Budget and seemingly endless marketing calls and emails.  This makes it all the more important to be well versed in this tax relief and the changes that have been announced.  This conference session will help you understand why these recent changes have been announced, how they work and how they will impact your clients.

 

In this session, Simon Briton will cover the following:

 

  • Reduction in value to SMEs from April 2023
  • Restrictions on subcontractors from April 2023
  • SMEs claiming RDEC - more valuable from April 2023
  • Changes to claims process from April 2023
  • Practical planning points

 

By attending this session, you gain an awareness of how the restrictions on R&D tax claims will affect your clients.  

 

This session will be of most benefit to advisers with some experience of R&D tax claims, whether prepared by an external firm of advisers or prepared themselves.  This session aims to increase awareness of the issues rather than providing comprehensive technical detail.


//


In order to grow, SME companies usually require funds from external sources, typically in the form of either debt or equity investment.  EIS and SEIS essentially provides a “gold stamp” on the company to encourage investors to purchase shares and fund the growth plans.  This webinar will cover the key topics required in supporting clients obtain EIS/SEIS status.

 

In this session Makayla will cover the following

 

  • What is EIS/SEIS?
  • What are the conditions?
  • What tax relief is available?
  • The application and filing processes

 

By attending this session, you will be able to advise clients on when EIS/SEIS would be suitable for them, how the tax relief works for investors, and will be able to support in the application and administration of EIS/SEIS investment.

 

This session will be of most interest to accountants of all levels

 

Course level: Intermediate

CPD Course Speaker

Quantify.Tax

Simon Briton

Simon has 20 years' experience working with innovative companies and their advisers on R&D tax relief claims and the other tax incentives that support business growth.

As a tax-qualified lawyer, Simon handles R&D tax enquiries from a wide range of sources and has much more experience than most advisers in this space.

Ad Valorem Accountancy Services Limited

Makayla Combes

Makayla heads up the Tax and Business Consultancy team at Ad Valorem, providing expert advice in a number of areas including:

- Property tax reliefs,
- Mergers and acquisitions,
- HMRC enquiries,
- Employee incentivisation, and
- Business growth and obtaining investment

Outside of this role, Makayla also sits on the New Tax Professionals committee at CIOT and ATT and is the UK representative for the European CFE New Tax Professionals Committee.