Eligibility

Your Claim Criteria

What are R&D tax credits?

Research and Development tax credits generate cash resources for organisations via the corporation tax system. Additional cash funds are made available through corporation tax savings, receiving cash payments from HMRC or a combination of both.
Eligibility diagram showing compounding of credit claims

Why do R&D tax credits exist?

R&D tax credits are a form of tax relief, the purpose of which is to cultivate scientific and technological brilliance, boosting the UK's competitive advantage and ultimately fueling economic growth.

How to know if your organisation is eligible for R&D tax credits

Company

Your organisation will be a UK trading company that is subject to paying UK corporation tax.

Purpose

Your organisation is creating or making changes to products, materials, devices, processes or services.

Focus

You will be founding something that doesn't exist, improving what does exist or duplicating something in a different way.

Problem solving

Your organisation is looking to find solutions to challenges that have not yet been solved by your industry.

Basis

Your project explores the application of scientific or technological principles relevant to your industry.

Financial outlay

Your organisation must have incurred costs to fund the activities assisting with problem solving.

Which R&D tax credit scheme applies?

Figuring out your tax credit scheme depends on lots of different factors.
The size of your organisation (headcount, turnover and gross assets based tests)
The influence of other organisations
How any grants or subsidies received apply to support your R&D projects
How your R&D project came about
Financial contributions or payments that might cover your qualifying R&D expenditure

The perfect R&D tax credit claim!

Learn how to put together an R&D tax credit claim that stands up to HMRC scrutiny.
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Supporting your R&D claim downloadable guide cover

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I always feel very safe knowing that the work has been personally completed by Claire.  She has proven her understanding of R&D time and time again and has a great way of presenting everything.
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Director Torr Waterfield
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Director HSKS Greenhalgh
Claire has supported our engineering business since 2011. She is quietly confident, supportive and genuine, taking the time to research, understand and discuss our projects.
Karen Atherton
Associate Director - Atherton Material Handling

Resources

See all
Insight

R&D Tax Credits - Qualifying Activities in Software Development

11
min read
Insight

Why work with an R&D tax specialist for your tax credit claim?

6
min read
Case Study

ChurchSuite’s R&D tax credit claim for software development

6
min read
Case Study

Net World Sports demonstrates online retail is deserving of R&D tax credits

6
min read
Case Study

GFPS' work to improve engineering knowledge and capabilities is funded by R&D tax credits

6
min read
Insight

5 areas to claim software development R&D tax credits

7
min read
Case Study

Claiming R&D tax credits in engineering for AMH

7
min read

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