Blog

Hints and tips on how to optimise your R&D tax claims process, scale your R&D consultancy offering and drive profits into your firm.

Food & Drink Banner

Identifying eligible clients in Food & Drink

Something we hear time and again from our clients is that they struggle to identify clients in their client base who would be eligible to claim R&D tax relief. So, in a new blog...

Accounting Excellence "Vote for us" Banner

Vote for us! – ‘The Best Non-Accounting Cloud or Banking App of the Year’

If you’ve made it this far, you’re probably considering casting your vote for WhisperClaims at the Accounting Excellence Awards 2020. If so, that’s great! You won’t find us in the main categories (we’re not...

Webinar Template Image

Webinar: “Building an in-house R&D tax service”

Partners in the firms we talk to are generally looking to develop their practice through two primary means; delivering new services to existing clients, or winning new business. In fact, every one of our...

Banner image of Phil's Case Study

Case Study | How Northern Accountants expanded their R&D tax relief service using WhisperClaims

We’re delighted to have Phil Ellerby from Northern Accountants on the blog today to talk about his firm’s expansion into R&D tax relief consultancy using WhisperClaims technology, and how they claimed over £400,000 of...

Banner of Alan Woods case study

Case study | How Woods Squared boosted claim robustness via an in-house service

This week, we’re pleased to welcome Alan Woods of Woods Squared to the WhisperClaims blog. Alan tells us about his firm’s aspirations to create a streamlined R&D service, why they moved away from outsourcing...

Illustration of Research and Development Tax Credit Statistics 2020

WhisperClaims’ take on the Research and Development Tax Credit Statistics 2020

It’s that time again—the Research and Development Tax Credit Statistics have been published, and my inner stats nerd is in full flow! First of all, the standard points—use of the scheme continues to increase,...

Banner image of the R&D process

Guest Post | Alan Woods: How to submit a claim for R&D tax relief

Here at WhisperClaims, we get many questions about what to do with the eligible expenditure figures that are contained within our reports, and how best to submit claims for R&D tax relief. Now, we’re...

Banner to announce our new UI

Introducing WhisperClaims 2.0!

WhisperClaims 2.0 is here! In response to client feedback, our tech team has been working hard on some fab new features that will further enhance your experience of preparing claims through the WhisperClaims system,...

Banner for R&D in Agriculture

Identifying eligible clients in Farming and Agriculture

Something we hear time and again from our clients is that they struggle to identify clients in their client base who would be eligible to claim R&D tax relief. So, in a new blog...

R&D case study caldwell penn

Case study | How Caldwell Penn embraces digital technology to offer proactive advice to their clients

This week, we’re pleased to have Lawrence Evans of Caldwell Penn sharing his views on how advances in digital technology feed into the evolution of the R&D service process, and what this optimisation means...

Coronavirus Furlough Illustration

Update: Furloughed workers and R&D tax relief

Earlier this month, HMRC published guidance on how the Coronavirus Job Retention Scheme (CJRS) or furloughed workers scheme, would be treated for the purposes of R&D tax relief. The good news for us is...

Basics of RDEC Banner

Basics of RDEC (Research and Development Expenditure Credit Scheme)

Much of what you’ll read online about R&D tax relief focuses on the SME R&D tax relief scheme, with advice about how to claim, what the benefits are and what kinds of companies can...

R&D tax case study image with Ammu

Case study | How Ammu built their in-house R&D tax service & created a positive cycle of investment

This month we caught up with chartered accountants, Ammu, to find out what they are doing to grow their in-house R&D service using WhisperClaims technology and why R&D tax relief is creating a positive...

webinar questions answered

Identifying Eligible Clients webinar questions answered

Thank you to everyone who joined our ‘Get Started: Identifying Eligible Clients’ webinar today to discuss innovation within borderline cases and unusual sectors. We had over 70 WhisperClaims users and members of the industry...

Image of a startup company growing their business through R&D

Why don’t start-ups claim R&D tax relief?

R&D tax relief should be a no-brainer for tech start-ups – they’re usually doing loads of innovative R&D, have eligibility up to the eyeballs and, by definition, are always on the look-out for funding!...

Webinar Header Image

Free webinar: Identifying eligible clients

How do you spot research and development projects within your client base? Running an R&D tax service in-house helps you move away from risky outsourcing strategies, win new business and drive growth for your...

R&D within NPD Banner

New Product Development and the R&D tax relief scheme

Within the world of R&D tax relief, there can be some confusion about what constitutes eligible work. While we’ve covered the basics before, we thought we should go into more detail about one of...

Robot Illustration

Exciting changes on the horizon!

Here at WhisperClaims, we’re always trying to think of ways to enhance our app for our customers. One of these enhancements relates to our User Experience / User Interface (UX/UI), which very broadly translates...

webinar questions answered

Your R&D tax relief questions answered

Thanks to everyone who joined our Webinar on the 23rd July to discuss the ins and outs of running an R&D tax service in-house. As promised, here’s a summary of the questions asked and...

Header for Claiming R&D. Person holding cash.

Can I help my clients get their R&D tax relief sooner?

Companies are always keen to improve cashflow, and R&D tax relief can be a great way to do this – they can either bring cash in as a tax credit or reduce their tax...

Banner of Should my client surrender losses for an R&D tax credit?

Should my client surrender losses for an R&D tax credit?

Advising your client on how best to utilise the tax benefit from an R&D tax relief claim can be complicated, especially when it comes to surrendering losses for a tax credit. Here’s our quick...

WhisperClaims R&D tax relief training course

Book a place on our training course and learn the fundamentals

Build confidence to deliver a new R&D service & start earning revenue through R&D tax consultancy. Our sell-out ‘The fundamentals of the R&D tax relief scheme’ training course is running throughout 2020! To book...

when not to claim for R&D tax

When should you advise your client not to claim?

Obviously, in our line of work, we’re keen to see as many eligible companies claim for R&D tax credits as possible! However, there are always times when it’s best to pause and work out...

image of man preparing and R&D claim

Avoiding HMRC enquiries

An HMRC enquiry is simply the process by which HMRC ask questions or seek clarification on certain aspects of an R&D tax relief claim. It can be triggered by something in the claim itself,...

Financial icebergs

CBILs and the Bounce Back Loan Scheme

The financial icebergs headed straight towards the UK’s SME R&D tax credits In direct response to the Coronavirus pandemic, in March 2020 the European Commission adopted a Temporary Framework that defined and standardised the...

Science and technology in R&D tax relief

What should an R&D technical narrative include?

The aim of a technical narrative should be to convince HMRC that the claim is valid and answer any questions they might have about the claim, without raising any red flags.  The narrative should...

Image of Jen Badger, Operations Director at WhisperClaims

The art of preparing R&D tax claims while working remotely

As we all adjusted to the current normal and get settled into working from home, I saw a lot of posts and blogs where people shared their beautiful home working set-ups. They had actual...

WhisperClaims directors

Why WhisperClaims qualifies for R&D tax benefit for advancement in software development

Our Operations Director Jen Badger explains why developments in WhisperClaims technology qualifies for R&D tax relief and why we’re making ‘an advancement in software development’. At WhisperClaims, we aim to always walk the walk...

Accountancy firm reshapes their R&D claims processes

How Sole Associates reshaped their claims processes and brought R&D tax consultancy in-house

Sole Associates is an award winning firm of Accountants based in West Byfleet, Surrey, founded by Joe Sole. We recently caught up with Joe to find out how he’s reshaped his R&D service by...

start and end date of an r&d project

When does an R&D project start and end?

One question we get asked surprisingly often is how does HMRC define the start and end of an R&D project for R&D tax relief purposes. No wonder – HMRC’s definition is much narrower than...

Coronavirus and R&D tax relief claims

Coronavirus funding and R&D tax relief claims

A question we’ve been asked several times recently is, ‘how will taking up any of the current coronavirus business support funding affect a company’s ability to claim for R&D tax relief in future?’. The...

Preventing red flags in your R&D tax claims report

Avoiding red flags & common mistakes

From time to time, before switching to WhisperClaims, Accountants often approach us looking for a second opinion on R&D claims reports prepared either by themselves or another provider. It’s a good way for them...

WhisperClaims R&D support through the corona virus

WhisperClaims services to help firms support SME clients during coronavirus

As corona virus continues to spread many of our customers have told us that, come what may, they’ll be doing their utmost to help their SME clients stay in business and are focusing on...

R&D tax relief claims working from home

How to remotely prepare R&D tax claims

In these days of increased digitisation, working from home and generally more spread out teams and working practices, it can be difficult to pin down a time when all relevant people are available to...

Budget 2020 for R&D tax

Great news for R&D from Budget 2020

Yesterday’s budget was good news all-round for companies undertaking R&D! Not only has the RDEC rate been increased, but the looming PAYE cap on the payable SME tax credit has been delayed until April...

It’s better to take a grant. Image of accoutant

Is it better to take a grant or rely on R&D tax relief to help fund R&D?

We’ve written before about how grants can affect a claim for R&D, but even knowing this, it can still be tricky to work out whether it’s better to take a grant or rely on...

Image of Jen Badger, WhisperClaims

Jen’s take on the recent changes to Employment Allowance, Grants and R&D tax relief

Jen Badger, our Operations Director, is a go-to member of the WhisperClaims team for R&D tax relief knowledge and updates to the scheme. A recent announcement about changes to Employment allowance got us scratching...

Image of open shop sign

4 commercial models for R&D consultancy adopted by accountants & consultants

Whether you’re an accountant or R&D Consultant, when it comes to delivering an R&D service to your clients, there’s a lot to consider. Delivering a great customer experience, clearly defining roles and responsibilities, managing...

christmas tree

Festive opening times

We know that some of you will be turning off your laptops and starting the festivities very soon, we want to wish you a merry and peaceful Christmas and a happy New Year. We’re...

Richard Edwards, CEO of WhisperClaims

R&D tax relief trends for 2020 – Richard’s predictions!

Somewhat incredibly, as we find ourselves staring hungrily down the mince-pie-studded path towards Christmas, the cheeky green shoots of 2020 are clearly visible through the faded, well-trodden lawn of 2019. So what’s happened over...

Jen and Richard at WhisperClaims

5 ways to optimise your R&D tax claims process

Tips to keep your R&D tax claims on track We’ve all been there. You’re snowed under with work, whether that’s dealing with company year ends and or the looming horror of personal tax deadlines,...

training your staff in R&D tax relief software

7 ways to successfully embed R&D software into your firm

So, your company has taken the plunge and signed up to trial WhisperClaims to prepare your R&D tax claims, and you’re raring to go!  Your next step is to get the rest of your...

WhisperClaims team

Reservoir Dogs or The Beatles? Meet the team

Last month we hit a really important milestone here at WhisperClaims … it was our one year anniversary! Yay! Now, we’re a modest team but one year is kinda special and we decided a...

WhisperClaims directors

Our story: disrupting the R&D tax relief market

When you start to build a business, it’s inevitable that you’ll have a number of goals in mind. For us, it was a mixture of things, but a core driver was to create something...

r&d tax software for accountants

Less is more – getting it right first time

In our last blog post (‘Avoiding the elephant traps when writing R&D reports‘), we talked about how to avoid some of the common pitfalls in applying for R&D tax relief. This time we wanted...

Lies, damned lies and statistics

It’s statistics time again! That one hallowed day of the year when I get to take off my Operations Director hat and let out my inner scientist. The annual Research and Development Tax Credit...

WhisperClaims nominated for the Scotland Tech 50

Last week we were surprised and very flattered to find out that WhisperClaims has been included in the long-list for Business Cloud’s Scotland Tech 50. The aim of this award is to recognise the...

The Scottish Financial Technology Awards 2019 Finalists

We’ve been shortlisted for the Scottish Financial Technology Awards!

Our Jen Badger gives us her heart-felt account of what it means to be shortlisted for the Scottish Financial Technology Awards a year on from the launch of WhisperClaims.  Back in August, we were...

Avoiding the elephant traps when writing R&D reports

Avoiding the elephant traps when writing R&D reports

When making claims for R&D tax relief, most companies (or their advisors) will prepare a technical narrative to accompany the numbers. Ideally, this should give HMRC a clear idea of what the company is...

don't get bamboozled by R&D tax relief grants

Don’t get bamboozled by grants

The interaction of grants and R&D tax credits is one of the least well understood parts of HMRC’s R&D Tax Relief scheme, but it doesn’t have to be – it’s actually not that bad...

Lump sum of money for R&D tax credit relief

Don’t miss out on a lucrative R&D tax relief payout!

“How can I identify clients that are eligible to claim R&D tax relief?” If we had £1 for every time we’ve been asked this by a client, we’d (pauses to count on fingers) be...

Myth busters

De-bunking the myths on R&D tax credit claims

Despite the fact that HMRC’s R&D tax credit scheme is now close to 20 years old (how time flies!), there are still quite a few stubborn myths and questions that never quite seem to...

Emerging Fintech Company of the Year 2019 – another win!

Last week we were thrilled to be awarded ‘Emerging Fintech Company of the Year’ at the Scottish Accountancy and Financial Technology Awards. We were up against stiff competition in the form of two of...

How technology is starting to impact the R&D tax market – FreeAgent Webinar 27th March 2019

We had the great pleasure of being hosted by our friends over at FreeAgent back in March, where we delivered a webinar on the impacts of technology on the R&D tax market. Delivered from...

HMRC’s new portal for submitting R&D claims – here’s what we think

With not much in the way of public fanfare, HMRC recently launched their beta online platform to support the submission of SME R&D claims. As we’re in the R&D software platform business ourselves, you...

“Tech Start-ups don’t need MD’s”

Great article about our management structure and, well, overall approach to managing our business, published in todays BusinessCloud and written by Tech Journalist and Editor, Mo Aldolou: https://www.businesscloud.co.uk/news/tech-start-ups-dont-need-mds

2018 UK Business Tech Awards – we won!

When we were first shortlisted for the “Best Use of Innovation” at the UK Business Tech Awards, we were over the moon at being recognised as part of a cohort of eight outstanding shortlisted...

Image of a word cloud of works linked to statistics

HMRC R&D stats 2018 – what’s new?

It’s that time of year again. All over the country, R&D tax credit advisors and consultants are locking themselves away in darkened rooms, often with a marketing expert sitting alongside, and poring over the...

Image of sand dunes

How do you test more R&D tax relief reports than there are grains of sand on Earth?

I don’t know about you, but it’s not often I get to dust off the theory I learned at university and apply it in real life. Recently, however, I had one of those oddly...

Image of two men, one large and one small

The costs of producing a R&D tax relief claim – and why you might be too small

As a former founder of an established R&D tax relief consultancy, I’m perhaps more familiar than most with the costs of preparing a claim for R&D tax relief. Actually, since “preparing a claim” can...

Image of the WhisperClaims team - Jen Smeed, Richard Edwards, Rick Henry and Mike Dean

We’re off and running – a new approach to R&D tax claims!

After a hectic few months, I’m pleased to finally say that we’ve got the WhisperClaims team together and are ready to go! Richard Edwards and Jen Smeed join as Director/Shareholders and Rick Henry as...

Book a demo & get a guided tour of WhisperClaims

Book now

We use cookies to give you the best online experience. By using our website you agree to our use of cookies in accordance with our privacy policy.