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Reply-To: <rabii@innovationtaxhub.co.uk>
From: "Innovation Tax Specialists" <rabii@innovationtaxhub.co.uk>
To: "Bob Home" <bob@sarahharvey.com>
Subject: Are you protecting the value created by your innovation?
Date: Thu, 9 Jul 2026 09:26:00 +0100
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Innovation does not stop at development - R&D Tax Credits, Patent Box and
grants can support different parts of the value chain.
Dear Bob,
Hope you are well.
A lot of businesses invest heavily in innovation but only focus on the cost
of development.
That can mean they miss a bigger question:
How is the value created by that innovation being protected, funded, and
commercialised?
This is where R&D Tax Credits, Patent Box, and Grant Funding can each play a
different role.
R&D Tax Credits may be relevant where a company has undertaken qualifying
work to resolve scientific or technological uncertainty.
Grant Funding may be relevant where a future project fits the scope of a
targeted competition and has a strong technical and commercial case.
Patent Box may be relevant where a company generates profits from qualifying
patented inventions or certain other qualifying IP rights.
These are separate regimes, with different rules and different eligibility
conditions. But for innovative businesses, they often sit within the same
commercial story.
<https://innovationtaxhub.co.uk/r/4f88a0058fd7c5fa10042292c?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjEzNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&>
Arrange a Short Review
A business may have:
* carried out technical development that should be reviewed for R&D Tax
Credit purposes
* created IP that is not yet being protected or considered strategically
* developed a product or process that could support a patent strategy
* commercialised patented technology without reviewing whether Patent Box
may apply
* planned future development that could be better positioned for grant
funding
* claimed R&D Tax Credits historically but never considered how Patent Box
or grants fit into the wider picture
Patent Box is particularly easy to overlook.
Many businesses associate patents with large corporates or highly specialist
inventions. But where a company owns or exclusively licenses qualifying
patents and earns profits from exploiting those patented inventions, there
may be a valuable Corporation Tax planning opportunity to review.
That does not mean every patent creates a Patent Box benefit.
The company must meet the relevant conditions, the profits must be linked to
qualifying IP, and the calculation needs to be approached carefully.
But if your business is investing in innovation and either holds patents, is
applying for patents, or has technology that may be protectable, it is worth
asking whether Patent Box should form part of the wider funding and tax
strategy.
At Innovation Tax, we help businesses connect these areas properly.
We can review whether recent activity may support an R&D Tax Credit claim,
whether future projects may align with grant funding, and whether patented
innovation could create a Patent Box opportunity.
The result is a clearer view of how your business can support innovation
before development, during development, and after commercialisation.
Would you be open to a short conversation
<https://innovationtaxhub.co.uk/r/4f88a0058fd7c5fa10042292c?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjEzNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&>
to explore whether any of these areas may be relevant?
Visit our website
<https://innovationtaxhub.co.uk/r/34e44cd1e2ab1b33f90f4043e?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjEzNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&>
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<https://innovationtaxhub.co.uk/r/c652b202ab959fa3b7830515b?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjEzNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&>
<https://innovationtaxhub.co.uk/r/51b7e3cc83dee93d10cafa4ff?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjEzNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&>
Innovation Tax Specialists Limited - WelTech Business Centre, Ridgeway,
Welwyn Garden City, AL7 2AA.
Registered in England & Wales with Company number 11500283.
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<div class=3D"preheader" =
style=3D"font-size:1px;line-height:1px;display:none;color:#fff;max-height=
:0;max-width:0;opacity:0;overflow:hidden">Innovation does not stop at =
development - R&D Tax Credits, Patent Box and grants can support =
different parts of the value chain.</div>
<div style=3D"" lang=3D"und" dir=3D"auto">
<!--[if mso | IE]><table align=3D"center" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" class=3D"" role=3D"presentation" =
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<!-- Intro -->
<!--[if mso | IE]><tr><td class=3D"" width=3D"600px" =
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<table align=3D"center" border=3D"0" cellpadding=3D"0" =
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<tbody>
<tr>
<td =
style=3D"direction:ltr;font-size:0px;padding:0px;padding-bottom:0px;paddi=
ng-top:10px;text-align:center;">
<!--[if mso | IE]><table role=3D"presentation" =
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cellspacing=3D"0" role=3D"presentation" style=3D"vertical-align:top;" =
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<tbody>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-top:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Dear Bob,</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Hope you are well.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">A lot of businesses invest heavily in innovation but =
only focus on the cost of development.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">That can mean they miss a bigger question:</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;"><span class=3D"font-bold">How is the value created by =
that innovation being protected, funded, and =
commercialised?</span></div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">This is where R&D Tax Credits, Patent Box, and =
Grant Funding can each play a different role.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">R&D Tax Credits may be relevant where a company has =
undertaken qualifying work to resolve scientific or technological =
uncertainty.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Grant Funding may be relevant where a future project =
fits the scope of a targeted competition and has a strong technical and =
commercial case.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Patent Box may be relevant where a company generates =
profits from qualifying patented inventions or certain other qualifying =
IP rights.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">These are separate regimes, with different rules and =
different eligibility conditions. But for innovative businesses, they =
often sit within the same commercial story.</div>
</td>
</tr>
<tr>
<td =
style=3D"font-size:0px;word-break:break-word;">
<div =
style=3D"height:10px;line-height:10px;">=E2=80=8A</div>
</td>
</tr>
<tr>
<td align=3D"center" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<table border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" role=3D"presentation" =
style=3D"border-collapse:separate;line-height:100%;">
<tbody>
<tr>
<td align=3D"center" =
bgcolor=3D"#009a86" role=3D"presentation" style=3D"border:1px solid =
#00a48f;border-bottom:2px solid =
#00a48f;border-radius:3px;cursor:auto;mso-padding-alt:8px =
12px;text-align:center;background:#009a86;" valign=3D"middle">
<a =
href=3D"https://innovationtaxhub.co.uk/r/4f88a0058fd7c5fa10042292c?ct=3DY=
To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
kyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjE=
zNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIx=
MDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&" =
style=3D"display:inline-block;background:#009a86;color:#FFFFFF;font-famil=
y:Poppins, Helvetica, Arial, =
sans-serif;font-size:15px;font-weight:500;line-height:1.4;margin:0;text-d=
ecoration:none;text-transform:none;padding:8px =
12px;mso-padding-alt:0px;border-radius:3px;" target=3D"_blank"> Arrange =
a Short Review </a>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td =
style=3D"font-size:0px;word-break:break-word;">
<div =
style=3D"height:10px;line-height:10px;">=E2=80=8A</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-bottom:6px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">A business may have: <ul style=3D"padding-left:30px =
!important;padding-top:0px !important;padding-bottom:0px !important;">
<li> carried out technical =
development that should be reviewed for R&D Tax Credit purposes =
</li>
<li> created IP that is not yet =
being protected or considered strategically </li>
<li> developed a product or =
process that could support a patent strategy </li>
<li> commercialised patented =
technology without reviewing whether Patent Box may apply </li>
<li> planned future development =
that could be better positioned for grant funding </li>
<li> claimed R&D Tax Credits =
historically but never considered how Patent Box or grants fit into the =
wider picture </li>
</ul>
</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-top:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Patent Box is particularly easy to overlook.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Many businesses associate patents with large corporates =
or highly specialist inventions. But where a company owns or exclusively =
licenses qualifying patents and earns profits from exploiting those =
patented inventions, there may be a valuable Corporation Tax planning =
opportunity to review.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">That does not mean every patent creates a Patent Box =
benefit.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">The company must meet the relevant conditions, the =
profits must be linked to qualifying IP, and the calculation needs to be =
approached carefully.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">But if your business is investing in innovation and =
either holds patents, is applying for patents, or has technology that =
may be protectable, it is worth asking whether Patent Box should form =
part of the wider funding and tax strategy.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">At Innovation Tax, we help businesses connect these =
areas properly.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">We can review whether recent activity may support an =
R&D Tax Credit claim, whether future projects may align with grant =
funding, and whether patented innovation could create a Patent Box =
opportunity.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">The result is a clearer view of how your business can =
support innovation before development, during development, and after =
commercialisation.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, Verdana, =
sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Would you be open to <a =
href=3D"https://innovationtaxhub.co.uk/r/4f88a0058fd7c5fa10042292c?ct=3DY=
To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
kyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjE=
zNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIx=
MDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&" =
mautic:disable:tracking=3D"true" =
style=3D"font-size:15px;font-weight:500;text-decoration:none;">a short =
conversation</a> to explore whether any of these areas may be =
relevant?</div>
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sans-serif;font-size:11px;font-weight:400;line-height:1.6;text-align:cent=
er;color:#111827;"><a =
href=3D"https://innovationtaxhub.co.uk/r/34e44cd1e2ab1b33f90f4043e?ct=3DY=
To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
kyNzt9czo1OiJlbWFpbCI7aToyNzA7czo0OiJzdGF0IjtzOjIyOiI2YTRmNTU5ZDE2Y2RhMjE=
zNTY2NjcxIjtzOjk6InNlbnRfdGltZSI7aToxNzgzNTg0MTU3O3M6NDoibGVhZCI7czo3OiIx=
MDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzA7fX0%3D&" =
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website</a></div>
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566671/bob@sarahharvey.com/f2c21642089a50a8c083a2e7d4a694797169063ddbadac=
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To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
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<a =
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er;color:#111827;">Innovation Tax Specialists Limited - WelTech Business =
Centre, Ridgeway, Welwyn Garden City, AL7 2AA.</div>
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