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Evidencing Compliance
HMRC approach
Enquiries & penalties
Merged scheme
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About This Webinar
This CPD-certified webinar for accountants will provide an update on the current R&D tax landscape, HMRC’s focus on compliance and enquiry tips. Application of merged scheme rules will be discussed including interpretation of subcontractor contracts.

- Update on the current landscape of R&D tax relief claims

- HMRC’s continued focus on compliance and clarification on qualifying activity

- Administrative requirements and latest HMRC guidance

- Application of merged schemes rules and key changes
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Vicki Morrall
Accounting Partner Director
Vicki co-founded R&D tax consultancy Luvo Financial in 2015. In 2021 Source Advisors acquired Luvo, which allowed Vicki access to additional services for her clients and partners. Vicki works with our team to further develop our extensive range of tools, benefits, and services to meet the needs of our Accounting Partners.
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Akshay Thaman
IP Consultant & Policy Lead
As an experienced Intellectual Property Professional, Akshay has re-joined Source Advisors as an Intellectual Property (IP) & Policy Lead. Akshay is skilled in advising clients on how to identify, develop and manage their IP, and on using IP analytics to maximise your R&D and boost growth.
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Deborah Chapple
Quality & Review Director
Deborah is a highly skilled direct tax professional with over 25 years of practice experience covering Personal, Corporate, and R&D Tax. Deborah gained her experience with some of the biggest names in the accountancy profession. Deborah sits at the heart of our business ensuring that challenge, rigour and consistency apply to all our R&D tax relief work. She provides technical training and guidance to our internal teams and our partner accountants.
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