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; Fri, 24 Jul 2026 10:59:53 +0100
Reply-To: <rabii@innovation-tax.co.uk>
From: "Innovation Tax Specialists" <rabii@innovation-tax.co.uk>
To: "Bob Home" <bob@sarahharvey.com>
Subject: Could your innovation activity be creating more value than you realise?
Date: Fri, 24 Jul 2026 10:59:52 +0100
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A joined-up review can help identify whether R&D Tax Credits, Patent Box or
Grant Funding are worth exploring.
Dear Bob,
Hope you are well.
I wanted to send one final note because businesses often underestimate the
value sitting inside their innovation activity.
* Sometimes the missed opportunity is an R&D Tax Credit claim that has never
been reviewed.
* Sometimes it is a claim that has been repeated year after year without
reassessing whether the approach is still aligned with the current rules.
* Sometimes it is a future project that could have been considered for grant
funding earlier.
* Sometimes it is patented technology that is generating commercial value,
but Patent Box has never been explored.
The challenge is that these opportunities are often looked at in isolation.
* A finance team may focus on the R&D claim.
* A technical team may focus on product delivery.
* A leadership team may focus on growth funding.
* An IP adviser may focus on patent protection.
But the commercial value often sits in connecting those conversations.
<https://app.innovation-tax.co.uk/r/e827d75a32bef01374130c199?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjk0NDt9czo1OiJlbWFpbCI7aToyNzE7czo0OiJzdGF0IjtzOjIyOiI2YTYzMzI4ZmVkODEzNzE2Mjk2MzA2IjtzOjk6InNlbnRfdGltZSI7aToxNzg0ODg1OTAzO3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzE7fX0%3D&>
Request a Short Review
A joined-up review can help answer practical questions such as:
* Has the business carried out qualifying R&D activity?
* Is the current R&D claim approach robust, evidenced, and aligned with the
latest rules?
* Are there future projects that could be better positioned for grant
funding?
* Does the business own or license patents connected to revenue-generating
products or processes?
* Could Patent Box be relevant to profits from qualifying patented
inventions?ould Patent Box be relevant to profits from qualifying patented
inventions?
* Is innovation funding being planned early enough, or only considered after
costs have been committed?
This is not about assuming there is always a claim, a grant, or a Patent Box
benefit.
There may be no suitable opportunity.
But where a business is genuinely developing technology, solving technical
problems, protecting IP, or commercialising innovation, it is worth
reviewing the position before value is missed.
At Innovation Tax, we help businesses take a practical, evidence-led view
across R&D Tax Credits, Patent Box, and Grant Funding.
That means identifying what may be relevant, ruling out what is not, and
helping you understand which opportunities are worth pursuing.
A short review can often provide clarity quickly.
If your business has invested in innovation, is planning a new development
project, or holds patented technology connected to commercial revenue, I
would be happy to arrange a brief conversation
<https://app.innovation-tax.co.uk/r/e827d75a32bef01374130c199?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjk0NDt9czo1OiJlbWFpbCI7aToyNzE7czo0OiJzdGF0IjtzOjIyOiI2YTYzMzI4ZmVkODEzNzE2Mjk2MzA2IjtzOjk6InNlbnRfdGltZSI7aToxNzg0ODg1OTAzO3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzE7fX0%3D&>
.
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<https://app.innovation-tax.co.uk/r/e2dfe0115c7e632fea82fb296?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjk0NDt9czo1OiJlbWFpbCI7aToyNzE7czo0OiJzdGF0IjtzOjIyOiI2YTYzMzI4ZmVkODEzNzE2Mjk2MzA2IjtzOjk6InNlbnRfdGltZSI7aToxNzg0ODg1OTAzO3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzE7fX0%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">A joined-up review can help =
identify whether R&D Tax Credits, Patent Box or Grant Funding are worth =
exploring.</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" =
><table align=3D"center" border=3D"0" cellpadding=3D"0" =
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<div style=3D"margin:0px auto;max-width:600px;">
<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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<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;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;">I wanted to send one final note because businesses =
often underestimate the value sitting inside their innovation activity. =
<ul style=3D"padding-left:30px !important;padding-top:0px =
!important;padding-bottom:0px !important;">
<li> Sometimes the missed =
opportunity is an R&D Tax Credit claim that has never been reviewed. =
</li>
<li> Sometimes it is a claim that =
has been repeated year after year without reassessing whether the =
approach is still aligned with the current rules. </li>
<li> Sometimes it is a future =
project that could have been considered for grant funding earlier. </li>
<li> Sometimes it is patented =
technology that is generating commercial value, but Patent Box has never =
been explored. </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 challenge is that these opportunities are often =
looked at in isolation. <ul style=3D"padding-left:30px =
!important;padding-top:0px !important;padding-bottom:0px !important;">
<li> A finance team may focus on =
the R&D claim. </li>
<li> A technical team may focus on =
product delivery. </li>
<li> A leadership team may focus =
on growth funding. </li>
<li> An IP adviser may focus on =
patent protection. </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 the commercial value often sits in connecting those =
conversations.</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://app.innovation-tax.co.uk/r/e827d75a32bef01374130c199?ct=3D=
YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpO=
jk0NDt9czo1OiJlbWFpbCI7aToyNzE7czo0OiJzdGF0IjtzOjIyOiI2YTYzMzI4ZmVkODEzNz=
E2Mjk2MzA2IjtzOjk6InNlbnRfdGltZSI7aToxNzg0ODg1OTAzO3M6NDoibGVhZCI7czo3OiI=
xMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNzE7fX0%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;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 joined-up review can help answer practical questions =
such as: <ul style=3D"padding-left:30px !important;padding-top:0px =
!important;padding-bottom:0px !important;">
<li> Has the business carried out =
qualifying R&D activity? </li>
<li> Is the current R&D claim =
approach robust, evidenced, and aligned with the latest rules? </li>
<li> Are there future projects =
that could be better positioned for grant funding? </li>
<li> Does the business own or =
license patents connected to revenue-generating products or processes? =
</li>
<li> Could Patent Box be relevant =
to profits from qualifying patented inventions?ould Patent Box be =
relevant to profits from qualifying patented inventions? </li>
<li> Is innovation funding being =
planned early enough, or only considered after costs have been =
committed? </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;">This is not about assuming there is always a claim, a =
grant, or 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;">There may be no suitable 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;">But where a business is genuinely developing =
technology, solving technical problems, protecting IP, or =
commercialising innovation, it is worth reviewing the position before =
value is 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 take a practical, =
evidence-led view across R&D Tax Credits, Patent Box, and Grant =
Funding.</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 identifying what may be relevant, ruling out =
what is not, and helping you understand which opportunities are worth =
pursuing.</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 short review can often provide clarity quickly.</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 your business has invested in innovation, is =
planning a new development project, or holds patented technology =
connected to commercial revenue, I would be happy to <a =
href=3D"https://app.innovation-tax.co.uk/r/e827d75a32bef01374130c199?ct=3D=
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