CharterGroup Annual Conference attendees take part in our interactive R&D workshop

Author: Whisper Claims Published: 16th October, 2024

The CharterGroup 2024 Annual Conference, held at Staverton Park Hotel in Daventry on 9 and 10 October, brought together professionals from across the country to engage in a series of discussions and workshops designed to address today’s most pressing business challenges.

As a CharterGroup Affinity Partner, we were delighted to have the opportunity to present a workshop to the members, focusing on R&D tax relief and how firms can continue delivering exceptional services, even in today’s challenging environment.

We also discussed why it is more important than ever for firms to be prepared to have conversations with their clients about this valuable relief, especially as providers either exit the market or scale back their service offerings.

R&D tax workshop

Jen’s workshop was an interactive session that kicked off with a dive into the changes in R&D tax legislation over the past 18 months, and how they are impacting the market for R&D tax services.

Jen then opened the floor to the attendees, inviting them to share their concerns and the difficulties they have faced in adapting to the new regime.

She encouraged discussion around how firms are responding to the changes and what strategies are proving effective in delivering high-quality, compliant R&D services.

“The workshop was a great opportunity to share experiences and offer guidance on how firms can get to grips with the challenges that the current R&D market is posing” said Jen.

Key takeaways from the session

The workshop provided attendees with:

  • Insights into the legislative changes to R&D tax relief and how they impact claims
  • An overview of the current market for R&D services, helping firms understand where opportunities lie
  • A better understanding of how technology can streamline processes and ensure compliance with HMRC’s criteria
  • Strategies for delivering more efficient in-house R&D tax services while maintaining high standards of compliance and service quality

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