Your guide to identifying eligible clients

What’s inside?

Fundamental to helping your clients reap the benefits of the R&D Tax Scheme is understanding what HMRC’s definition of ‘eligibility’ is, how to apply that knowledge when talking to your clients about the R&D work they have been carrying out and being able to determine where eligibility does and does not sit.

We discuss some methods that you can use to assess the different categories of R&D clients and—once you’ve identified these clients—how to assess the risk of each claim. We’ll also give you some examples of more and less obvious cases to help you as you start to work through your own client base.

Phil Ellerby

Northern Accountants

"When WhisperClaims came along, it gave us a template and a structure to allow us to manage the process ourselves."

Leeds, Doncaster, Hull, Ilkley | England

Lawrence Evans

Caldwell Penn

"WhisperClaims is the key component in being able to deliver claims in a scalable way. It provides us with a controlled process, so as we grow and more people begin putting claims through, the reports will look the same."

Surrey, Guildford, London | England

Guide Author

Jen Badger

Managing Director

Full Chapter List

How to review your client pipeline for eligible work
01

Tackling obvious and less obvious cases
02

How to risk assess companies and their claims
03

Appendices
04