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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 looking at innovation funding in the right order?
Date: Thu, 25 Jun 2026 09:22:28 +0100
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R&D Tax Credits, Patent Box and Grant Funding can support different stages
of the innovation journey.
Dear Bob,
Hope you are well.
Many businesses think about innovation funding too narrowly.
They may look at R&D Tax Credits once a year, consider grant funding only
when cash flow is tight, or overlook Patent Box entirely until after a
product has already reached the market.
In reality, these areas can work together as part of a more strategic
innovation funding approach.
* Grant Funding can help support the right future projects before major
costs are committed.
* R&D Tax Credits can help recover value from qualifying technical work that
has already taken place.
* Patent Box can help reduce Corporation Tax on profits generated from
qualifying patented inventions, where the relevant conditions are met.
The key is knowing which route applies at which stage.
* Not every project qualifies for R&D Tax Credits.
* Not every innovation is suitable for grant funding.
* Not every product or process IP will fall within Patent Box.
But where a business is developing new technology, solving technical
uncertainty, protecting intellectual property, or commercialising
innovation, it may be worth taking a joined-up view.
For example, a business might be:
* developing a new product, platform, system, process, or technical
capability
* investing in software, engineering, manufacturing, automation, AI, data,
or clean technology
* working through technical uncertainty that was not readily solvable using
existing knowledge
* planning a future project that may align with targeted grant funding
* holding, applying for, or considering patents linked to commercialised
innovation
* generating revenue from products or processes where patented technology
plays a role
In those situations, looking at R&D Tax Credits, Patent Box, and Grant
Funding separately can mean opportunities are missed.
At Innovation Tax, we help businesses assess the full picture.
<https://innovationtaxhub.co.uk/r/f6d870baeaab434ce2a0e064f?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkwMDt9czo1OiJlbWFpbCI7aToyNjk7czo0OiJzdGF0IjtzOjIyOiI2YTNjZTBiODYxNzVlMTI5NDE5NDI5IjtzOjk6InNlbnRfdGltZSI7aToxNzgyMzc0NTg0O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNjk7fX0%3D&>
Request a short review
That means reviewing past and current development activity for R&D Tax
Credit potential, considering whether future projects may be suitable for
grant funding, and identifying whether Patent Box should be explored where
patented IP is being commercialised.
If there is no clear opportunity, we will say so.
If there is, we can help you understand which route may be most relevant and
what the next steps would look like.
If you are already benefiting from R&D Tax Credits, Patent Box, Grant
Funding, or a combination of these routes, there may still be value in
having a short discussion.
A review can help identify whether:
* additional opportunities are being missed
* the current approach is still aligned with the latest rules and funding
landscape
* future projects could be better positioned for grant support
* Patent Box has been fully considered where there are active
pending/granted patents
* the commercial terms of your current support remain competitive
Where appropriate, we can also review the commercials and see whether a more
suitable or competitive structure could be offered.
Would it be useful to arrange a short innovation funding review
<https://innovationtaxhub.co.uk/r/f6d870baeaab434ce2a0e064f?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkwMDt9czo1OiJlbWFpbCI7aToyNjk7czo0OiJzdGF0IjtzOjIyOiI2YTNjZTBiODYxNzVlMTI5NDE5NDI5IjtzOjk6InNlbnRfdGltZSI7aToxNzgyMzc0NTg0O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNjk7fX0%3D&>
?
Visit our website
<https://innovationtaxhub.co.uk/r/0f144bfda27ecdb7036f9ee68?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkwMDt9czo1OiJlbWFpbCI7aToyNjk7czo0OiJzdGF0IjtzOjIyOiI2YTNjZTBiODYxNzVlMTI5NDE5NDI5IjtzOjk6InNlbnRfdGltZSI7aToxNzgyMzc0NTg0O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNjk7fX0%3D&>
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<https://innovationtaxhub.co.uk/r/a8dfedc7fa9526ec5b5a59262?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjkwMDt9czo1OiJlbWFpbCI7aToyNjk7czo0OiJzdGF0IjtzOjIyOiI2YTNjZTBiODYxNzVlMTI5NDE5NDI5IjtzOjk6InNlbnRfdGltZSI7aToxNzgyMzc0NTg0O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNjk7fX0%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">R&D Tax Credits, Patent Box =
and Grant Funding can support different stages of the innovation =
journey.</div>
<div style=3D"" lang=3D"und" dir=3D"auto">
<!--[if mso | IE]><table align=3D"center" border=3D"0" =
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<!--[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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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;">Many businesses think about innovation funding too =
narrowly.</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;">They may look at R&D Tax Credits once a year, =
consider grant funding only when cash flow is tight, or overlook Patent =
Box entirely until after a product has already reached the market.</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;">In reality, these areas can work together as part of a =
more strategic innovation funding approach. <ul =
style=3D"padding-left:30px !important;padding-top:0px =
!important;padding-bottom:0px !important;">
<li> Grant Funding can help =
support the right future projects before major costs are committed. =
</li>
<li> R&D Tax Credits can help =
recover value from qualifying technical work that has already taken =
place. </li>
<li> Patent Box can help reduce =
Corporation Tax on profits generated from qualifying patented =
inventions, where the relevant conditions are met. </li>
</ul>
</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-top:0px;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;">The key is knowing which route applies at which stage. =
<ul style=3D"padding-left:30px !important;padding-top:0px =
!important;padding-bottom:0px !important;">
<li> Not every project qualifies =
for R&D Tax Credits. </li>
<li> Not every innovation is =
suitable for grant funding. </li>
<li> Not every product or process =
IP will fall within Patent Box. </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;">But where a business is developing new technology, =
solving technical uncertainty, protecting intellectual property, or =
commercialising innovation, it may be worth taking a joined-up =
view.</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;">For example, a business might be: <ul =
style=3D"padding-left:30px !important;padding-top:0px =
!important;padding-bottom:0px !important;">
<li> developing a new product, =
platform, system, process, or technical capability </li>
<li> investing in software, =
engineering, manufacturing, automation, AI, data, or clean technology =
</li>
<li> working through technical =
uncertainty that was not readily solvable using existing knowledge </li>
<li> planning a future project =
that may align with targeted grant funding </li>
<li> holding, applying for, or =
considering patents linked to commercialised innovation </li>
<li> generating revenue from =
products or processes where patented technology plays a role </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;">In those situations, looking at R&D Tax Credits, =
Patent Box, and Grant Funding separately can mean opportunities are =
missed.</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 assess the full =
picture.</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/f6d870baeaab434ce2a0e064f?ct=3DY=
To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
kwMDt9czo1OiJlbWFpbCI7aToyNjk7czo0OiJzdGF0IjtzOjIyOiI2YTNjZTBiODYxNzVlMTI=
5NDE5NDI5IjtzOjk6InNlbnRfdGltZSI7aToxNzgyMzc0NTg0O3M6NDoibGVhZCI7czo3OiIx=
MDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNjk7fX0%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"> Request =
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;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 means reviewing past and current development =
activity for R&D Tax Credit potential, considering whether future =
projects may be suitable for grant funding, and identifying whether =
Patent Box should be explored where patented IP is being =
commercialised.</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;">If there is no clear opportunity, we will say so.</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;">If there is, we can help you understand which route may =
be most relevant and what the next steps would look like.</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;">If you are already benefiting from R&D Tax Credits, =
Patent Box, Grant Funding, or a combination of these routes, there may =
still be value in having a short discussion.</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 review can help identify whether: <ul =
style=3D"padding-left:30px !important;padding-top:0px =
!important;padding-bottom:0px !important;">
<li> additional opportunities are =
being missed </li>
<li> the current approach is still =
aligned with the latest rules and funding landscape </li>
<li> future projects could be =
better positioned for grant support </li>
<li> Patent Box has been fully =
considered where there are active pending/granted patents </li>
<li> the commercial terms of your =
current support remain competitive </li>
</ul>
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<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;">Where appropriate, we can also review the commercials =
and see whether a more suitable or competitive structure could be =
offered.</div>
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<td align=3D"left" =
style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
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sans-serif;font-size:15px;font-weight:400;line-height:1.6;text-align:left=
;color:#111827;">Would it be useful to <a =
href=3D"https://innovationtaxhub.co.uk/r/f6d870baeaab434ce2a0e064f?ct=3DY=
To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
kwMDt9czo1OiJlbWFpbCI7aToyNjk7czo0OiJzdGF0IjtzOjIyOiI2YTNjZTBiODYxNzVlMTI=
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mautic:disable:tracking=3D"true" =
style=3D"font-size:15px;font-weight:500;text-decoration:none;">arrange a =
short innovation funding review</a> ?</div>
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