R&D tax resources & support for accountants

The merged R&D scheme represents the biggest shift in R&D tax relief for years. New rules, tighter boundaries for overseas and subcontractor costs, stricter definitions, and new considerations for ERIS and NI ERIS, mean accountants must work more carefully than ever.

For firms new to R&D: There’s a substantial knowledge gap to bridge. Understanding the merged RDEC rules, transitional periods, overseas restrictions, subcontractor rules, and ERIS eligibility is essential before supporting clients.

For firms already delivering claims: The old SME and RDEC processes no longer map neatly onto the new regime. Advisers must adjust their assessments, tighten their documentation, and update long-established workflows to ensure claims remain compliant.

And client need hasn’t gone away. Companies are still innovating. They still expect their accountant to guide them. The question is not whether help is needed, but whether your firm has a reliable, compliant repeatable process to deliver that help effectively.

“Merged scheme mayhem?” Our end of year survival guide webinar

Available to watch on demand now!

The new merged RDEC and ERIS schemes bring big changes, and more complexity. In this session, we brought together the key updates, the areas that have caused challenges, and the areas you’ll want to be focusing on now and into 2026.

We covered:

  • A recap of the merged RDEC/ERIS schemes – transitioning from the old regime
  • NI ERIS and grants – when funding still caps your claim
  • Pre-notification and the AIF – what we have learned and questions we still have
  • Compliance reminders ahead of year-end and beyond
  • Live Q&A

This month’s resources:

“Grants don’t matter anymore… except when they do. NI ERI explained”

Webinar banner: ants Don’t Matter Anymore… Except When They Do: NI ERIS Explained

Grants don’t matter under the new regime? This is true for most R&D tax claims under the merged scheme. But, if you’ve got Northern Irish clients, NI ERIS rules mean grants could still cap the benefit and mistakes risk non-compliance. Get up to speed by watching our recent webinar.

More choice under the new R&D tax regime: RDEC or ERIS? Our app helps you decide

More choice under the new regime RDEC or ERIS Our app helps you decide

If a company qualifies for the ERIS scheme, you now have control over how to route expenditure. This decision can make a big difference to the final benefit your client receives. WhisperClaims allows you to test multiple claim scenarios before finalising the submission.

“Fundamentals of the R&D tax Scheme” Training Course (Online)

Looking to build confidence in preparing claims? Our live online course is the perfect place to start. We’ll guide you through the fundamentals of the scheme(s) to set you on the right path to offering a knowledgeable and professional service to your clients – limited spaces per class, so book now!

Who is WhisperClaim for?

New to R&D tax?

  • Lower the barriers to entry with a structured framework
  • Gain confidence to support clients from the start
  • Access expert help whenever you need it

Already delivering claims?

  • Stay aligned with evolving legislation
  • Reduce risk with built-in compliance pathways
  • Save time while keeping quality high

Achieve greater value for you and your clients

What our current users say

Steedman

Steedman Accountants

"Steedman Accountants is a growing firm specialising in SMEs and innovative sectors like cryptocurrency and R&D tax relief."

Read full testimonial

Sarah Sparshott

WMT Chartered Accountants

"I was incredibly impressed all-round. Given that, the knowledge the team has and a really fair cost, we didn’t feel the need to compare with other products on the market."

Hertfordshire | England

Read full testimonial

Lawrence McClelland

Inglis Chartered Accountants

"One of the great things about the software is that we can access an ‘opinion service’ to access the viability of a claim before we start collating information, or even before a client starts their project."

York | England

Read full testimonial

Jacquetta Jackson

ChadSan Ltd

"The support is brilliant. They reply to me so quickly, and always with a solid answer that helps me get on with my work. Just having someone on the end of the phone has been really helpful."

Guildford, Essex, Bristol | England

Read full testimonial

Get started - Book a demo and get a 30-day free trial!

Book a Demo

© 2025 Wobbegong Technology Ltd (Registered number 10754811), trading as WhisperClaims.

WhisperClaims is a registered trademark of Wobbegong Technology Ltd (Trade Mark No.: UK00003360482).

WhisperClaims

Complete the form and we’ll be in touch to arrange a time!
First Name  *
Last Name *
Business Email *
Phone *
Company Name 
*Required fields
By submitting this form you consent to WhisperClaims sending you ongoing communications, in accordance with our  Privacy policy   

Please complete this form to create an account, receive email updates and much more.
First Name  *
Last Name *
Business Email Address *
Company Name 
*Required fields
By submitting this form you consent to WhisperClaims sending you ongoing communications, in accordance with our  Privacy policy