Accountants: R&D; the changing landscape
- Recent happenings that have triggered a huge upheaval
- Resultant legislative changes
- Impact of changes
- Questions/discussion
- HMRC approach
- Case study: what not to do
- Mitigating the risk of investigations
- Recent cases
About speakers
Mala is a Chartered Tax Adviser and non-practising Solicitor and Accountant. She specialises in preparation of disclosures to HMRC and resolution of tax enquiries and CoP8 and 9 Investigations. She has experience in a range of situations – self-employment, property, owner managed businesses, non-UK domiciled individuals – and taxes; direct income taxes as well as PAYE, VAT and SDLT.
She is a well-known tax author, having been published by Taxation Magazine, International Tax Review, Bloomberg Tax, Bloomsbury Professional and Tax Adviser. Mala founded the London Tax Society in 2017 and actively encourages networking and technical development for young professionals.
Mala lectures regularly for professional bodies including the CIOT, CIMA and the ICAEW. She was a finalist for “Best Rising Star in Tax” as part of Tolleys Taxation Awards 2020. The Awards are known for identifying excellence in tax. Being shortlisted demonstrates Mala’s commitment to the tax profession as well as her technical excellence as supported by testimonials from clients and other tax experts.
Aarti is a qualified accountant, with over 20 years experience gained within one of the Big 4 Accountancy practices. Specialising in R&D (Research and Development) Tax incentives, Aarti has worked with some of the largest companies in the UK, securing over £100m in R&D cash refunds.
In late 2019 Aarti founded iTax Advisors, a specialist R&D Tax consultancy. With a client portfolio of SMEs ranging from start-ups to listed companies across the Tech, Manufacturing and Construction sectors, Aarti has already secured over £3.5m in cash refunds for these companies. For some, this 3x what they were previously claiming.
Aarti provides an all-rounded service that looks beyond R&D Tax. Through her in-depth work with each business, she has identified other tax efficiencies which her clients have benefited from, including R&D allowances, Patent box reliefs amongst others.
Aarti is a keen supporter of GOSH and also works closely with charities in Africa to ensure children there receive clothing and educational material to facilitate their scholastic journey.