Course Details

The New Landscape of R&D Tax Claims

Speaker: Simon Briton – Quantify.tax

Time: 10:00 – 11:40


R&D tax relief has been around for a long time, but it is still something that most accountants only come across rarely.  For non-specialist advisers, the new changes might seem daunting, with HMRC massively increasing the number, and the depth, of enquiries that they make, and also with the legislative changes that come into play in April 2023.  

 

This session will help you navigate that shifting landscape.   We'll be looking at the risks and rewards for advisers in this new environment. 

 

In this session, Simon Briton will cover the following: 

  • Overview of the R&D tax regime
  • Why are things changing?
  • HMRC enquiries
  • Legislative changes
  • Handling client expectations

 

By attending this session you will be able to make an informed decision on how much resource you want to commit to this opportunity over the next 12 months.  

 

This session is targeted at advisers that have a familiarity with R&D tax relief but that are not handling claims day to day. 




Trussonomics: What Will the New Government’s Tax Policies Mean for Your Clients?

Speaker: Carl Bayley – Author & Presenter

Time: 12:00 – 13:40


New Chancellor Kwasi Kwarteng’s Finance Statement on 23rd September may not have been officially badged as a Budget, but it packed more punch than most Budgets we’ve had in recent years. With a huge batch of major, headline-grabbing tax cuts, some of the more obvious impacts are well understood. But is it all good news for your clients? What are some of the less obvious points they need to think about?

 

In this session, Carl Bayley will cover:

  • A summary of the changes in brief
  • The in-year cuts in National Insurance rates: how does this work for the self-employed and small company directors?
  • Understanding marginal tax rates, this year and next, and how these impact on personal tax planning issues such as pension contributions and paying dividends to small company directors
  • Reversal of the Corporation Tax increase: what planning opportunities does it open up, or re-open?
  • The extension of the £1m annual investment allowance threshold: what does this mean for tax efficient investment decisions and how does it interact with the 130% super-deduction
  • Will anybody miss the Office of Tax Simplification?
  • A look ahead at what else we might expect from the new Government

 

By attending this session, delegates will have a thorough understanding of the full implications of the Chancellor’s tax cuts and the planning opportunities that arise.

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.

BSc FCA, Author and Presenter

Carl Bayley

Carl Bayley is the author of a series of plain English tax guides designed specifically for the layperson and the non-specialist (available from www.taxcafe.co.uk). His particular speciality is his ability to take the weird, complex, inexplicable world of taxation and set it out in the kind of clear, straightforward language taxpayers themselves can understand. Carl takes the same approach when speaking on taxation, a role he frequently undertakes with great enthusiasm, including his highly acclaimed annual ‘Budget Breakfast’ for the ICAEW. He has spoken on taxation on radio and television, including the BBC’s ‘It’s Your Money’ programme and BBC Radio 2’s Jeremy Vine Show. Carl is a past Chairman of the Tax Faculty of the ICAEW and former member of the Institute’s governing Council and Board. Aside from his tax books, Carl is an avid creative writer. His first novel, Trinity of Souls, was published in 2024, with his second, Destiny of Souls, following in March 2025. When he isn’t working, he takes on the equally taxing challenges of hill walking and horse riding: his Munro tally is now 106 and, while he remains a novice rider, his progress is cantering along nicely. Carl lives in the Scottish Borders, where he enjoys spending time with his partner, Linda.