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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: R&D Tax Credits + Grant Funding in 2026: a practical way to approach both
Date: Thu, 29 Jan 2026 11:24:27 -0000
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Dear Bob,
Hope this email finds you well.
Following on from my previous note, I wanted to zoom in on the two areas
that most often drive immediate inbound enquiries for us: R&D Tax Credits
and Grant Funding.
1/ R&D Tax Credits - getting “claim-ready” without the headache
If your team is solving technical/scientific uncertainties (software,
engineering, manufacturing, life sciences, etc.), there may be a claim
opportunity but the rules and required supporting detail have tightened in
recent years.
In practice, the biggest challenges are rarely the maths - they’re usually:
* Defining qualifying R&D (and drawing a clean boundary around it), aligned
to the DSIT Guidelines
* Capturing evidence of the technical uncertainties and the work done to
resolve them
* Presenting costs correctly (staff apportionment, subcontractors/EPWs,
software/cloud/data etc.)
* Meeting HMRC’s process requirements and submitting the right supporting
detail
A simple approach that works well:
1. Quick eligibility call (projects + timelines)
2. Evidence-led technical write-up (baseline, what the advance was, what was
uncertain, what you tried)
3. Cost mapping (who did what, when, and why it qualifies)
4. Submit in a way that’s robust and consistent with the latest requirements
<https://innovationtaxhub.co.uk/r/867d9ffb5d96d723c8d288553?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjY1OTt9czo1OiJlbWFpbCI7aToyNTM7czo0OiJzdGF0IjtzOjIyOiI2OTdiM2VlYmNlMDViNzE2MTkwMjI0IjtzOjk6InNlbnRfdGltZSI7aToxNzY5Njg0NzE1O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNTM7fX0%3D&>
Check if your projects qualify
2/ Grant Funding - de-risking development and accelerating delivery
Grant competitions are competitive, but strong applications tend to share
the same fundamentals:
* A clear technical roadmap and deliverables
* A realistic plan for budget, resourcing and milestones
* A credible commercial case (market need, route to adoption, measurable
impact)
Where we add the most value is helping teams translate what they’re already
doing into a fundable structure, with the right level of technical and
commercial detail.
How we can support you
If you have any development work planned for 2026, we can help you:
* Sense-check whether there’s a genuine R&D claim opportunity
* Identify suitable grant calls well in advance (rather than rushing last
minute)
* Build a joined-up plan so the narrative, costs and timing stack up cleanly
across both
Next steps
Would you be open to a short call next week to cover:
* What you are building/improving (next 6–12 months)
* Whether R&D, a grant route, or a combined approach makes the most sense
* Any key deadlines or prep actions worth tackling early
Reply with a couple of preferred times or call 020 3813 4600 <tel:020 3813
4600>
<https://innovationtaxhub.co.uk/r/cec88469770e4bd0dbd017593?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjY1OTt9czo1OiJlbWFpbCI7aToyNTM7czo0OiJzdGF0IjtzOjIyOiI2OTdiM2VlYmNlMDViNzE2MTkwMjI0IjtzOjk6InNlbnRfdGltZSI7aToxNzY5Njg0NzE1O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNTM7fX0%3D&>
Explore available incentives
Visit our website
<https://innovationtaxhub.co.uk/r/7e0164c2af0d65c54c983cd83?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjY1OTt9czo1OiJlbWFpbCI7aToyNTM7czo0OiJzdGF0IjtzOjIyOiI2OTdiM2VlYmNlMDViNzE2MTkwMjI0IjtzOjk6InNlbnRfdGltZSI7aToxNzY5Njg0NzE1O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNTM7fX0%3D&>
Unsubscribe from all emails
<https://innovationtaxhub.co.uk/email/dnc/697b3eebce05b716190224/bob@sarahharvey.com/f2c21642089a50a8c083a2e7d4a694797169063ddbadace85506292acff1083b>
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<https://innovationtaxhub.co.uk/r/5680661353ced07b8f622f412?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjY1OTt9czo1OiJlbWFpbCI7aToyNTM7czo0OiJzdGF0IjtzOjIyOiI2OTdiM2VlYmNlMDViNzE2MTkwMjI0IjtzOjk6InNlbnRfdGltZSI7aToxNzY5Njg0NzE1O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNTM7fX0%3D&>
<https://innovationtaxhub.co.uk/r/0ec8bf90afea9190121a9bc63?ct=YTo2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOjY1OTt9czo1OiJlbWFpbCI7aToyNTM7czo0OiJzdGF0IjtzOjIyOiI2OTdiM2VlYmNlMDViNzE2MTkwMjI0IjtzOjk6InNlbnRfdGltZSI7aToxNzY5Njg0NzE1O3M6NDoibGVhZCI7czo3OiIxMDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNTM7fX0%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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;color:#000000;">Dear Bob,</div>
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<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-bottom:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">Hope this email finds you well.</div>
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<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, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">Following on from my previous note, I wanted to zoom in =
on the two areas that most often drive <span =
class=3D"font-semibold">immediate inbound enquiries</span> for us: <span =
class=3D"font-semibold">R&D Tax Credits</span> and <span =
class=3D"font-semibold">Grant Funding</span>.</div>
</td>
</tr>
</tbody>
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</div>
<!--[if mso | IE]></td></tr></table><![endif]-->
</td>
</tr>
</tbody>
</table>
</div>
<!--[if mso | IE]></td></tr></table></td></tr><![endif]-->
<!-- R&D Tax Credits -->
<!--[if mso | IE]><tr><td class=3D"" width=3D"600px" =
><table align=3D"center" border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" class=3D"" role=3D"presentation" =
style=3D"width:600px;" width=3D"600" ><tr><td =
style=3D"line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![=
endif]-->
<div style=3D"margin:0px auto;max-width:600px;">
<table align=3D"center" border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" role=3D"presentation" style=3D"width:100%;">
<tbody>
<tr>
<td =
style=3D"direction:ltr;font-size:0px;padding:0px;text-align:center;">
<!--[if mso | IE]><table role=3D"presentation" =
border=3D"0" cellpadding=3D"0" cellspacing=3D"0"><tr><td class=3D"" =
style=3D"vertical-align:top;width:600px;" ><![endif]-->
<div class=3D"mj-column-per-100 =
mj-outlook-group-fix" =
style=3D"font-size:0px;text-align:left;direction:ltr;display:inline-block=
;vertical-align:top;width:100%;">
<table border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" role=3D"presentation" style=3D"vertical-align:top;" =
width=3D"100%">
<tbody>
<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, =
sans-serif;font-size:15px;font-weight:600;line-height:1.6;text-align:left=
;color:#000000;">1/ R&D Tax Credits - getting =
=E2=80=9Cclaim-ready=E2=80=9D without the headache</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-bottom:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">If your team is solving technical/scientific =
uncertainties (software, engineering, manufacturing, life sciences, =
etc.), there may be a claim opportunity but the rules and required =
supporting detail have tightened in recent years.</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-bottom:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">In practice, the biggest challenges are rarely the =
maths - they=E2=80=99re usually: <ul style=3D"padding-left:30px =
!important;padding-top:4px !important;">
<li><span =
class=3D"font-semibold">Defining qualifying R&D</span> (and drawing =
a clean boundary around it), aligned to the DSIT Guidelines </li>
<li><span =
class=3D"font-semibold">Capturing evidence</span> of the technical =
uncertainties and the work done to resolve them </li>
<li><span =
class=3D"font-semibold">Presenting costs correctly</span> (staff =
apportionment, subcontractors/EPWs, software/cloud/data etc.) </li>
<li><span =
class=3D"font-semibold">Meeting HMRC=E2=80=99s process =
requirements</span> and submitting the right supporting detail </li>
</ul>
</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-top:0px;padding-bottom:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">A simple approach that works well: <ol =
style=3D"padding-left:30px !important;padding-top:4px !important;">
<li> Quick eligibility call =
(projects + timelines) </li>
<li> Evidence-led technical =
write-up (baseline, what the advance was, what was uncertain, what you =
tried) </li>
<li> Cost mapping (who did what, =
when, and why it qualifies) </li>
<li> Submit in a way =
that=E2=80=99s robust and consistent with the latest requirements </li>
</ol>
</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>
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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/867d9ffb5d96d723c8d288553?ct=3DY=
To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
Y1OTt9czo1OiJlbWFpbCI7aToyNTM7czo0OiJzdGF0IjtzOjIyOiI2OTdiM2VlYmNlMDViNzE=
2MTkwMjI0IjtzOjk6InNlbnRfdGltZSI7aToxNzY5Njg0NzE1O3M6NDoibGVhZCI7czo3OiIx=
MDUxNDc5IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToyNTM7fX0%3D&" =
style=3D"display:inline-block;background:#009a86;color:#FFFFFF;font-famil=
y:Poppins, Helvetica, Arial, =
sans-serif;font-size:13px;font-weight:500;line-height:1.5;margin:0;text-d=
ecoration:none;text-transform:none;padding:8px =
12px;mso-padding-alt:0px;border-radius:3px;" target=3D"_blank"> Check if =
your projects qualify </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>
</tbody>
</table>
</div>
<!--[if mso | IE]></td></tr></table><![endif]-->
</td>
</tr>
</tbody>
</table>
</div>
<!--[if mso | IE]></td></tr></table></td></tr><![endif]-->
<!-- Grant Funding -->
<!--[if mso | IE]><tr><td class=3D"" width=3D"600px" =
><table align=3D"center" border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" class=3D"" role=3D"presentation" =
style=3D"width:600px;" width=3D"600" ><tr><td =
style=3D"line-height:0px;font-size:0px;mso-line-height-rule:exactly;"><![=
endif]-->
<div style=3D"margin:0px auto;max-width:600px;">
<table align=3D"center" border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" role=3D"presentation" style=3D"width:100%;">
<tbody>
<tr>
<td =
style=3D"direction:ltr;font-size:0px;padding:0px;text-align:center;">
<!--[if mso | IE]><table role=3D"presentation" =
border=3D"0" cellpadding=3D"0" cellspacing=3D"0"><tr><td class=3D"" =
style=3D"vertical-align:top;width:600px;" ><![endif]-->
<div class=3D"mj-column-per-100 =
mj-outlook-group-fix" =
style=3D"font-size:0px;text-align:left;direction:ltr;display:inline-block=
;vertical-align:top;width:100%;">
<table border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" role=3D"presentation" style=3D"vertical-align:top;" =
width=3D"100%">
<tbody>
<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, =
sans-serif;font-size:15px;font-weight:600;line-height:1.6;text-align:left=
;color:#000000;">2/ Grant Funding - de-risking development and =
accelerating delivery</div>
</td>
</tr>
<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-bottom:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">Grant competitions are competitive, but strong =
applications tend to share the same fundamentals: <ul =
style=3D"padding-left:30px !important;padding-top:4px !important;">
<li> A clear technical roadmap and =
deliverables </li>
<li> A realistic plan for budget, =
resourcing and milestones </li>
<li> A credible commercial case =
(market need, route to adoption, measurable impact) </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, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">Where we add the most value is helping teams translate =
what they=E2=80=99re already doing into a fundable structure, with the =
right level of technical and commercial detail.</div>
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style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
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sans-serif;font-size:15px;font-weight:600;line-height:1.6;text-align:left=
;color:#000000;">How we can support you</div>
</td>
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<tr>
<td align=3D"left" =
style=3D"font-size:0px;padding:10px =
25px;padding-top:0px;padding-bottom:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">If you have any development work planned for 2026, we =
can help you: <ul style=3D"padding-left:25px !important;">
<li> Sense-check whether =
there=E2=80=99s a genuine R&D claim opportunity </li>
<li> Identify suitable grant calls =
well in advance (rather than rushing last minute) </li>
<li> Build a joined-up plan so the =
narrative, costs and timing stack up cleanly across both </li>
</ul>
</div>
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style=3D"font-size:0px;padding:10px 25px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:15px;font-weight:600;line-height:1.6;text-align:left=
;color:#000000;">Next steps</div>
</td>
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style=3D"font-size:0px;padding:10px =
25px;padding-top:0px;padding-bottom:0px;word-break:break-word;">
<div style=3D"font-family:Inter, =
Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">Would you be open to a short call next week to cover: =
<ul style=3D"padding-left:25px !important;">
<li> What you are =
building/improving (next 6=E2=80=9312 months) </li>
<li> Whether R&D, a grant =
route, or a combined approach makes the most sense </li>
<li> Any key deadlines or prep =
actions worth tackling early </li>
</ul>
</div>
</td>
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style=3D"font-size:0px;padding:10px =
25px;padding-top:10;padding-bottom:0px;word-break:break-word;">
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Helvetica, Arial, =
sans-serif;font-size:14px;font-weight:400;line-height:1.6;text-align:left=
;color:#000000;">Reply with a couple of preferred times or call <a =
href=3D"tel:020 3813 4600" mautic:disable:tracking=3D"true" =
style=3D"font-size:14px;font-weight:500;text-decoration:none;">020 3813 =
4600</a></div>
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<a =
href=3D"https://innovationtaxhub.co.uk/r/cec88469770e4bd0dbd017593?ct=3DY=
To2OntzOjY6InNvdXJjZSI7YToyOntpOjA7czoxNDoiY2FtcGFpZ24uZXZlbnQiO2k6MTtpOj=
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