Your Guide to Identifying Eligible Clients

In this ebook our aim is to give you the tools you need to identify eligible clients in your own client base and amongst prospects.

Available in PDF. Enter your email to download the ebook. A download button will appear after you have submitted your details.

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.

Don't just take our word for it

Growth needs investment. R&D consultancy helps put cash into our accountancy practice to help us grow in other areas.

Phil EllerbyManaging Director, Northern Accountants

Once we got to know the claims process and the work involved we realised it wasn’t that difficult.

Joe SoleFounder, Sole Associates

Image of Jen Badger, Operations Director at WhisperClaims

Meet the author

Written by our WhisperClaims founder and R&D expert Jen and packed full of valuable advice that will steer you in the right direction when launching or optimising your R&D service.

Full chapters list

4 chapters and 38 pages of useful guidance and tips.

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