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This session is aimed at helping firms that are looking at their R&D tax services and considering whether or not to bring that service in house.  A lot of accountants have outsourced this service in the past but with the recent shake up of the market, trust in external advisers has been impacted and now a lot of firms are considering how they can take on more of this work themselves in order to be able to provide their clients with robust claims and a service they can be confident in.  This session explores the issues that come into play when considering this approach.

Simon Briton will cover the following topics during this session:

• Technical training requirements
• Soft-skill training requirements
• How claims need to be presented
• Evidence to support and defend claims
• Commercial factors

By attending this session you will have a greater understanding of the key technical and commercial points that influence a decision to bring R&D tax services in house.  This can be a difficult decision for a lot of firms that have relied on third party advisers in the past but now face uncertainty about the extent to which those advisers will be able to provide a robust service going forward, or whether or not those external advisers will be able to fully defend claims that have been put in to HMRC.  This remains an important issue for a lot of clients and an opportunity to attract new clients, and so developing in house expertise that reduces reliance on external advisers can be a strong strategic move for the right firm.  

This session will be of most benefit to accountants with experience of making R&D claims that are looking to build their confidence in handling claims on behalf of their client, attract new clients with this service and handle HMRC challenges to claims.  

Course Level: Intermediate / Advanced