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R&D tax relief has undergone the most significant changes in years – with merged schemes, new digital filing requirements and a stricter compliance environment. Many firms are re-evaluating how they support clients in claiming relief safely and effectively. In this session, we’ll unpack the practical implications of the April 2025 updates, highlight real risks from HMRC's shifting approach and share how accountants can confidently deliver or oversee R&D claims without becoming accidental specialists.

In this session Simon Briton will cover the following topics:

• What changed in April 2025 and what it means in practice
• Common errors and red flags that now attract HMRC scrutiny
• Digital filing and supporting documentation: getting it right
• Helping clients articulate R&D – even when they don’t see it themselves
• Options for outsourcing, reviewing or collaborating on claims safely

By attending this session, you’ll understand the latest developments in R&D tax relief, recognise where client claims could go wrong and know how to advise or signpost clients effectively. You'll leave equipped to protect your clients and your firm’s reputation.

This session will be of most interest to accountants in practice, tax partners and managers, general practice advisers and anyone supporting innovative businesses.

Course level: Need to know