Strategic Tax Advisory Services

Beyond Claims: Building Tax-Efficient Innovation Engines

In today's heightened scrutiny environment, innovation tax relief isn't just about filing claims – it's about building sustainable competitive advantages while ensuring bulletproof compliance. That's why leading UK technology companies and VC firms partner with IP Tax Solutions for comprehensive tax strategy and compliance.

Why Strategic Tax Advisory Matters Now

The landscape has fundamentally shifted:

  • HMRC's new risk-based review system targets companies that lack robust documentation.
  • Recent legislative changes require real-time monitoring across SEIS/EIS, R&D, and Patent Box.
  • Portfolio companies need integrated tax planning that aligns with their growth trajectory.

Our Approach: Strategic Partnership, Not Transactional Services

While most firms focus on post-year-end claims, we serve as your dedicated tax strategy partner, ensuring:

  • Proactive ongoing tax planning aligned with your business strategy
  • Comprehensive risk management and compliance monitoring
  • Maximised tax efficiency across all available reliefs
  • Strategic tax guidance for fundraising and M&A activities

Advisory Service Packages

1. SEIS/EIS Compliance & Strategy

Ideal for:

  • Pre-seed to Series A companies planning to raise or who have raised investment
  • Startups with multiple funding rounds needing to maintain SEIS/EIS eligibility
  • Scale-ups managing complex cap tables with multiple investor classes
  • Companies preparing for future funding rounds needing to ensure tax relief availability
  • VC firms wanting to ensure portfolio companies maintain investor tax relief status

Key Deliverables:

  • Quarterly compliance monitoring with documented audit trails
  • Strategic guidance on shareholding structures and investment terms
  • Real-time eligibility tracking across your cap table
  • Investor reporting package for tax relief documentation
  • HMRC correspondence management
Let’s Discuss Your SEIS / EIS Strategy – Book a Call

2. R&D Tax Strategy & Optimisation

Ideal for:

  • UK companies investing £100k+ annually in development
  • Scale-ups with dedicated engineering or research teams
  • Companies with complex technical projects requiring ongoing documentation
  • Businesses facing HMRC enquiries or wanting to mitigate future risk

Key Deliverables:

  • Quarterly R&D planning sessions with technical leads
  • Real-time qualifying cost tracking and documentation
  • Monthly R&D tax credit forecasting and cash flow impact analysis
  • Technical justification documentation aligned with HMRC requirements
  • Detailed and robust claim calculations cross-referenced to source documents
  • Completion and filing of the HMRC Additional Information Form ('AIF')
  • Preparation and submission of R&D claim(s) to HMRC (inc CT600 amendment and filing, if req)
  • Ongoing R&D Tax Intelligence sharing on latest trends, insights and HMRC practices
  • Advanced claim optimisation strategies
Let’s Discuss Your R&D Tax Strategy – Book a Call

3. Patent Box Implementation & Management

Ideal for:

  • Companies generating revenue from patented technologies
  • Businesses with growing IP portfolios seeking tax optimisation
  • Scale-ups transitioning from R&D to commercialisation
  • International companies structuring UK IP holdings
  • Organizations with complex licensing or IP commercialisation models

Key Deliverables:

  • IP strategy alignment with tax planning
  • Quarterly Patent Box calculations and forecasting
  • Streaming documentation and cost tracking
  • Technical analysis of qualifying development
  • Cross-border IP structuring advice
Let’s Discuss Your Patent Box Strategy – Book a Call

4. Integrated Innovation Tax Strategy

Ideal for:

  • High-growth scale-ups managing multiple tax relief programmes
  • VC-backed companies preparing for Series B+ rounds
  • Fast-growth companies with £5M+ annual revenue
  • Businesses with international expansion plans needing tax structure optimisation
  • Companies managing complex IP portfolios while raising investment

Key Deliverables:

  • All components of individual packages
  • Integrated tax strategy across all relief programs
  • Quarterly board-level tax strategy reviews
  • M&A and investment structure planning
  • Priority access to specialist advisory team
Let’s Discuss Your Innovation Tax Strategy – Book a Call

Why Leading Companies Choose IP Tax Solutions

Expertise That Matters

  • 20+ years specialised experience in innovation tax
  • Deep technical knowledge across tax reliefs
  • Big 4 expertise and professionalism
Let’s Discuss Your Tax Strategy – Book a Call

🚀 Frequently Asked Questions (FAQ)

Why the retainer model versus success fees?

Today's tax landscape requires ongoing management and documentation. Our model ensures proactive planning, robust documentation, and sustainable claims that withstand HMRC scrutiny.

Success fee models often incentivise aggressive, risky claims without long-term accountability.

How do you work with our existing finance team?

We integrate seamlessly with your finance function and external accountants, providing specialised expertise in innovation tax relief while supporting your broader financial management. Our systems and processes complement existing workflows without creating additional burden.

How do I know if this service is right for me?

If you’re:
✔ A high-growth company investing in innovation
✔ An investor wanting to protect SEIS/EIS status
✔ A CFO looking for a strategic tax efficiency plan
Then our structured, long-term tax advisory is a perfect fit.

Let’s Discuss Your Tax Strategy – Book a Call

Photo by Campaign Creators / Unsplash

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