The FD's guide to R&D tax

Why download the FD’s guide to R&D tax?

Stay ahead of reforms: Learn how to leverage the new merged RDEC and ERIS schemes for upcoming accounting periods and how they can impact your claim value.

Elevate your claims process: Discover how to strategically optimise your claim process and technical reporting in line with HMRC’s latest compliance expectations.

Avoid risk, increase claim value potential: Learn how to spot common pitfalls, reduce HMRC scrutiny, and strengthen future R&D tax claims.

Assess optimal advisory formats for your business: Explore specialist approaches to claiming that are tailored to your business needs, and understand how doing so can strategically impact R&D cash flow.

Designed for finance leaders at:

Large or complex organisations with recurring R&D activity.

Businesses reviewing in-house vs. outsourced claim management.

CFOs, Financial Controllers, Heads of Tax, and Finance Business Partners.

Download the FD’s Guide to R&D Tax, for finance leaders who want confidence, compliance, and clarity.

What’s inside?

Chapter 1: Overview of R&D Tax Credits

1.1 What is R&D and what qualifies? | A clear explanation of HMRC’s definition of R&D, including technological uncertainty and the role of competent professionals in determining eligibility.

1.2 What can be claimed? | Breaks down the categories of qualifying expenditure, from staff costs to software, subcontractors, and cloud computing.

1.3 What you need to know: Requirements & rules | Covers key regulations, recent reforms, and the documentation needed to submit a compliant claim.

1.4 The R&D tax claiming process | Step-by-step guidance on how claims are prepared, from data gathering to submission.

1.5 HMRC and R&D tax relief | Insights into HMRC’s approach, scrutiny levels, and what Finance Directors need to know to safeguard their claims.

Chapter 2: R&D Tax at Ayming

2.1 Regular claims | Our proven, end-to-end process for preparing robust claims that optimise towards benefit value while minimising risk.

2.2 Real-time claims | An agile approach that forecasts benefit in line with live R&D activity to support cash flow and planning.

2.3 Rapid claims | Accelerated delivery for businesses requiring faster access to relief without compromising quality.

2.4 Enquiry defence | How Ayming safeguards clients against HMRC scrutiny, with industry-leading enquiry rates far below the market average.

2.5 Portfolio analysis | A strategic review of R&D activity across multiple projects or businesses in a portfolio to optimise claims at scale.

2.6 Ayming Advance | Our digital R&D tax platform offering real-time visibility, streamlined processes, and improved compliance.

2.7 Why choose Ayming | Highlights how our approach distinguishes Ayming from generalist advisors.

2.8 Thought leadership | Access to additional insights and guides available for those looking to learn more.

Download your free copy of the FDs guide to R&D tax today to find out more!

The Ayming Advantage

Ayming has delivered almost 40 years of success in R&D tax relief, combining technical accuracy with commercial relevance. We are proud to have helped our UK clients secure £1b in R&D tax benefit to date. We work as a true partner to finance leaders, embedding defensible processes and optimising claim value. Our clients include major PLCs, FTSE firms, and scaling innovators across every sector.

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