Course Details

In the last 12 months, HMRC have made changes to the R&D tax relief scheme in a bid to eradicate the fraud and malpractice that has developed within the R&D tax sector over a number of years. Whilst these changes are broadly welcomed, they’ve created waves in the R&D tax market, and uncertainty amongst both accountancy firms and their SME clients.


The accountancy sector are starting to see these changes as a catalyst to rethink their operations and reconsider the risk associated with using third party providers, and SMEs recognise that their accountants are their most trusted advisor, so are turning to them for help to prepare their claims. This hunger for support is leading to more and more accountancy firms looking at how best to implement a new R&D tax service offering under their own brand, which in turn brings the additional benefit of adding a new layer of value to their client relationships.


The following topics are covered during the session:

  • How has the R&D tax scheme changed over the past 12 months
  • How has HMRC’s approach to policing the scheme developed & how has the new regime impacted accountants and their clients?
  • What are the current market dynamics as a result of these changes? Is there really a new opportunity for firms? 
  • How are firms adapting to these changes? 
  • What steps should you be taking to make sure your clients are supported effectively?

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CPD Course Speaker

WhisperClaims

Mike Dean

Mike Dean is the Managing Director and Co-founder of WhisperClaims, an award-winning Fintech company that empowers accountants to deliver an efficient R&D tax claims service with confidence, through intuitive software and expert support services.

Passionate about the digitisation of business processes, especially advisory services, Mike is your go-to for questions on the R&D tax relief scheme and how to get the most out of using WhisperClaims technology.

Founder & CEO - Satori Accounting

Kieran Phelan

Kieran is the founder and CEO of Satori Accounting. His role is to improve the development of the business and service levels to our clients. As a member of the advisory panel to the Digital Accountancy Show and an advisor on the Early Adopters Hub, Kieran enjoys connecting with forward thinking digital accountants across the globe to enhance our knowledge and service offering.

Malone Accounting

Aidan Malone

Aidan is a qualified chartered accountant and a member of Chartered Accountants Ireland. He has worked at Malone Accounting since 2004. Training clients to use Xero for their businesses, Aidan has a wealth of experience in cloud accounting, saving businesses time and making financial management much easier. He also provides a range of other accountancy services, including accounts preparation, tax planning, audits and IT/business consultancy.

Aidan loves nothing more than helping his clients grow and work more efficiently, and achieve their business goals.