Strategic innovation tax advisory for companies investing £500k+ annually in genuine R&D. Partner-led expertise. Big 4 training. Boutique attention - without the bureaucracy or factory approach.
Our Services
R&D Tax Credits Relief Strategy
For companies investing £500k+ in qualifying R&D annually
We don't just file R&D tax credit claims. We build multi-year R&D tax strategies that maximise relief while staying fully HMRC-compliant.
Multi-year planning means we optimise relief timing across accounting periods, identify trends to strengthen future claims and build documentation that compounds in value year-over-year - not just one-off claim preparation
What's included:
- Detailed technical and financial review of your R&D activities
- Robust documentation that withstands HMRC enquiries
- Ongoing advice on what qualifies and how to capture eligible costs
- Support through HMRC enquiries if they occur
Who it's for:
Tech, manufacturing, life sciences, and deep tech companies with genuine R&D teams spending £500k-£2m+ annually on qualifying development.
What it's not for:
Light software development, minimal tech build, or speculative claims. We only work with companies engaged in genuine innovation.
Patent Box Tax Planning
Reduce your corporation tax to 10% on patent profits
If your company holds patents (granted) generating profits, Patent Box relief can reduce your effective corporation tax rate to just 10% on those profits.
Unlike volume R&D claims processors, we provide integrated strategy across R&D relief, Patent Box planning, and EIS structuring - maximising value across all innovation tax incentives.
What's included:
- Assessment of whether your patents and products qualify
- Calculation of Patent Box relief based on your IP profits
- Integration with your R&D tax strategy for maximum benefit
- Ongoing advice as your patent portfolio evolves
Who it's for:
Tech, life sciences, manufacturing, and deep tech companies with granted or pending patents generating commercial revenue.
EIS Investment Advisory
Structure growth capital efficiently for £1m-£12m raises
If you're raising growth capital through EIS (Enterprise Investment Scheme), getting the structure right matters—for both you and your investors.
We provide strategic EIS advisory to ensure:
- Your company structure qualifies for EIS relief
- Investors receive the tax benefits they expect
- Your fundraising is efficient and HMRC-compliant
What's included:
- EIS eligibility review and structuring advice
- Support through the advance assurance process with HMRC
- Investor-facing documentation and assurance
- Ongoing compliance to maintain EIS status
Who it's for:
Established growth companies raising £1m-£12m in EIS funding (not seed/SEIS stage).
How We Work
1. Initial Consultation (30 mins, free)
We discuss your business, R&D activities, and current tax situation to assess fit.
2. Proposal & Engagement
If we're a good match, we provide a clear proposal outlining scope, timeline, and fees.
3. Strategic Planning & Delivery
We work directly with you (and your finance team) to deliver the strategy and claims.
4. Ongoing Partnership
Most clients work with us on annual retainer or recurring engagement basis because innovation tax planning requires ongoing attention as your R&D activities evolve
Ready to Discuss Your Innovation Tax Strategy?
Book a 30-minute consultation to explore how much R&D relief you're entitled to, whether Patent Box could reduce your tax bill, and what strategic tax planning looks like for your business.
No obligation. No sales pressure. Just straight advice from someone who's done this for 20+ years.
Book Your Strategy Call →