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.
Register interest
Tell us which country you claim in and we will contact you when that edition opens.
Register interestEmail usModules
| No. | Module | Covers |
|---|---|---|
| 1 | Project identification workshopsComing soon | How to get engineers, developers and scientists to describe uncertainty in their own words, and how to turn that into a candidate project list. |
| 2 | Time capture and cost allocationComing soon | Options from timesheets to estimate-based allocation, what each looks like under review, and how to keep the effort proportionate. |
| 3 | Building the technical narrativeComing soon | A structure that works in every jurisdiction: the uncertainty, the work done, the outcome. Writing with the technical lead rather than for them. |
| 4 | Internal reviewComing soon | A short checklist that tests each project against the relevant definition before it goes into the claim, and how to document the decision to exclude. |
| 5 | Fee benchmarking and the advisor decisionComing soon | What advisors typically charge under contingent, fixed and hourly models, what an in-house claim costs in staff time, and how to decide. Uses the independent guidance at knowyourfees.org. |
Country tracks
This program applies in all seven countries and links to each country guide for the forms and deadlines.
| 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 |
Educational content only, not tax advice. Program content is general information and training. See the disclaimer.