Steedman
Steedman Accountants
"Steedman Accountants is a growing firm specialising in SMEs and innovative sectors like cryptocurrency and R&D tax relief."
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.
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:
“Grants don’t matter anymore… except when they do. NI ERI 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

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