Programs
Training on how the R&D incentives work and how a sound claim is built. Programs are register-interest only: no sessions are scheduled and no prices are shown.
Audience
| Program | For | Modules | Country tracks | |
|---|---|---|---|---|
| R&D Tax Fundamentals The grounding every claimant needs, in any of the countries we cover: what research and development means for tax purposes, how a claim is built from project to filing, which records stand up to review, and how to work with an advisor from an informed position. | Companies & in-house finance teams | 6 | Links to the country guides | Register interest |
| Technical Teams Program For engineers, scientists and project leads whose work is the subject of a claim: why their input matters, how to identify uncertainty, record work as it happens and write the narrative. | Companies & in-house finance teams | 5 | Links to the country guides | Register interest |
| Startups and Scale-ups For founders and early finance hires: whether a claim is worth making, how to set up records from day one, how funding interacts with the incentive and what the first claim involves. | Companies & in-house finance teams | 4 | Links to the country guides | Register interest |
| Advisor and Practitioner Program For accountants and advisors who prepare claims for clients: legislation and guidance, eligibility analysis, advanced calculations, technical interviews, reports, disputes, and ethics, integrity and fee arrangements. | Tax professionals | 7 | Links to the country guides | Register interest |
| In-House Finance Team Program For finance and tax teams that want to run R&D claims internally, or manage an external advisor from a position of knowledge: project identification workshops, time capture, cost allocation, the technical narrative, internal review and fee benchmarking. | Companies & in-house finance teams | 5 | Links to the country guides | Register interest |
| Leadership Briefing: R&D Tax Relief for Executives A short, board-level overview for founders, directors and executives: what the incentive is worth to the business, the risks of a poorly prepared claim, how to govern the process, and what good advisors cost. | Companies & in-house finance teams | 4 | Links to the country guides | Register interest |
Country tracks
Three programs add a track for each country with that country's forms, deadlines and a worked example. The others link to the country guides.
| Country | Scheme | Guide |
|---|---|---|
| United States | Research credit, IRC section 41 | United States guide |
| United Kingdom | Merged RDEC scheme and ERIS | United Kingdom guide |
| Ireland | R&D corporation tax credit | Ireland guide |
| Canada | SR&ED tax incentives | Canada guide |
| Australia | R&D Tax Incentive | Australia guide |
| New Zealand | R&D Tax Incentive | New Zealand guide |
| Singapore | Enterprise Innovation Scheme (EIS) | Singapore guide |