Client Success Case Studies
We help businesses of all sizes and across a wide range of industry sectors to benefit from innovation tax incentives and grant funding.
Below are some examples of our work………



Helping businesses access the full potential of Government funding
We specialise in innovation tax incentives and grants
Professional relationships are core to our business
Innovation Tax Specialists Limited helps UK businesses identify, prepare and manage claims for R&D tax relief, Patent Box, Capital Allowances and energy tax incentives, alongside specialist grant funding applications.
Our multidisciplinary team combines technical, taxation and industry expertise to support both first-time claimants and businesses reviewing existing claims, with a focus on robust supporting evidence, legislative compliance and practical advice.
We also support businesses facing HMRC R&D compliance checks and work in partnership with accountants, legal advisers and professional associations across the UK.
Professional relationships are at the core of our business and our ‘Working in Partnership’ programme offers partners a service which develops and enhances your client relationships and generates added-value.
Innovation Tax provide you with an augmented service and a single point of contact for your members to benefit from free advice and the expert management of their R&D Tax Credit, Patent Box & Capital Allowances claims, as well as Grant Funding services.
By working in partnership with us, our private, secure Partner Portal gives you access to CPD accredited training workshops, the delivery of live webinars and the provision of informative brochures and sector specific fact sheets on available Innovation Tax incentive schemes.
We work with organisations of all sizes and across many sectors and geographic locations including accountants, solicitors, patent attorneys, trade associations, banks, insurance providers, venture capitalists, investors, IFA’s, business coaches and grant, funding and general business advisors.
We employ highly skilled and experienced specialists to ensure all claims are robust, fully maximised and completed in a timely manner, with minimal disruption to your client’s day-to-day business activities.
We help businesses of all sizes and across a wide range of industry sectors to benefit from innovation tax incentives and grant funding.
Below are some examples of our work………

Sector: Textiles
Benefit £61K
Client Profile: £2.9m turnover & 49 employees
Background: A well established dye house who was unaware they could claim R&D Tax Credits for their development efforts

Sector: Manufacturing
BENEFIT £41K
Client Profile: £4.4m turnover & 47 employees
Background: The company operated from premises next door to an existing client for whom we had previously made a successful claim…

Sector: Engineering
BENEFIT £26K
Client Profile: £700k turnover & 14 employees
Background : A family-owned business who were previously unaware of the R&D Tax Credit scheme and whose year-end was imminent when engaging with Innovation Tax

Sector: Software
BENEFIT £67K
Client Profile: £470k turnover & 6 employees
Background: Our client was aware of R&D Tax Relief and knew they qualified but, due to a perceived lack of internal resource and time constraints, had never previously made a claim.

Sector: Food & Drink
BENEFIT £29K
Client Profile: £1.5m turnover & 31 employees
Background: Despite the client initially believing they carried out little, if any, qualifying R&D, a one hour ‘no obligation’ assessment with Innovation Tax

Sector: Packaging
BENEFIT £84K
Client Profile: £6.2m turnover & 55 employees
Background: Having previously being approached directly by another service provider, this client was referred to Innovation Tax by their accountant
Irrespective of industry sector or business size, companies can claim R&D Tax Credits, Patent Box and Capital Allowances for every year of qualifying activity to deliver a valuable source of income to invest in the acceleration of their R&D and capital investment activities, supporting growth and increased profitability, lowering external debt or equity funding requirements, building intellectual property rights (IPR) and enhancing company valuation at exit.
Innovation Tax can expertly identify and manage all aspects of a company’s entitlement from start to finish.
WATCH OUR EXPLAINER VIDEOS:
WHAT OUR CLIENTS SAY


Innovation Tax worked effortlessly with my accountant and were transparent and clear in all communications to get us a vital cash injection to fuel the future innovative work we require to keep us competitive in the marketplace
Managing Director
Fabrication Specialist
The attention to detail was fantastic and, with just a single meeting, Innovation Tax were able to identify and capture all the technical and financial data required, allowing us to focus on current work obligations and to leave our R&D claim in their capable hands
Competent Professional
Agricultural Chemical Manufacturer
Innovation Tax were able to help us identify our compliant R&D activity and produce a robust report detailing this and the expenditure incurred, all within little more than a fortnight
Head of Finance
Equipment Manufacturer
Our in-house specialists share the latest insights, news updates and their wealth of technical and industry sector expertise, providing you with the answers to questions on innovation tax incentives & Government funding schemes.
Merged RDEC and ERIS Incentives
In April 2024, the UK overhauled its Research & Development (R&D) tax relief system, merging the two previously separate schemes into a single framework and introducing extra support for highly R&D-intensive small and medium-sized enterprises (SMEs).
Research and Development Claim Notification
This mandatory form ensures businesses notify HMRC of their intent to claim R&D tax relief or expenditure credits within strict deadlines. Failure to comply invalidates claims, potentially resulting in significant financial losses.
Intellectual Property Services
At Innovation Tax, we have developed a comprehensive range of intellectual property services to help our clients invent, protect and commercialise their ideas , combining valuable expertise and offering a unique service.
Start the conversation
To ensure you are receiving the Government funding you are entitled to, speak to Innovation Tax today.
Contact us now for a free consultation.