Supercharge your growth

Innovation is key to helping businesses stay ahead of the curve. We’re on a mission to unlock and accelerate cutting-edge innovation delivered by ambitious businesses. We help you access the capital they need to grow. Whether through obtaining approval for tax incentives for investors, or claiming tax credits against development expenditure. We drive businesses forward with incisive tax planning and business advice.

Our comprehensive consultancy service fully immerses us in your organisation and has helped start-ups increase their capital, reduce their burn rate and develop their idea through to revenue generation.

Our experienced consultants are available when you need them to help you navigate the uncertainty.

How we can help

The Seed Enterprise Investment Scheme (SEIS) and the Enterprise Investment Scheme (EIS) are two of 4 venture capital schemes designed to help companies raise capital in the early stages of their life-cycle. Both schemes offer tax incentives to investors who purchase shares in qualifying companies. The primary tax incentive offers investors an income tax reduction of 50% of the amount invested in the case of SEIS and 30% of the amount invested for EIS; in addition to other benefits such as capital gains tax relief, loss relief and capital gains tax reinvestment relief.

Implementation

We combine high level strategic advice with a technology enabled documentation production process to ensure that your S/EIS advance assurance applications is accepted by HMRC, while ensuring efficiencies of speed, administration and for a fixed cost.

With strategy.tax:

  • Our experienced professionals will help you determine whether your business qualifies for S/EIS relief on its future capital raise.
  • We will guide you through every step of the process.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.
  • Our streamlined process, with a technology enabled production of the supporting documentation, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

Initial feasibility call / meeting to explain the rules and establish whether your business qualifies for the SEIS or EIS scheme

Brief

Following the initial exploratory stage we will then look to arrange a 30 minute online questionnaire that allows you to upload all of the necessary information for the full suite of documentation to be created

Document

Full suite of tailored documents prepared, including: advance assurance application and scheme rules (setting out in simple terms how the scheme works). These documents will be prepared within a week or less following the accurate completion of the survey

Refinement

We will then look to arrange a follow up call / meeting to run through the documentation before finalising for submission to HMRC

Grow

Following successful submission and approval by HMRC, your business can then focus on growing whilst lining up investors who will be sharing your journey and also take advantage of the SEIS or EIS schemes

R&D Tax Credits are a generous government incentive aimed at rewarding innovation. Companies that qualify can get upto 33% back on their investment - so for every £100k spent on doing R&D your business could get back £33k in cash from HMRC.

Implementation

We combine high level strategic advice with a technology enabled documentation production process to ensure that your R&D tax credit claim provides the maximum benefit to your business, while ensuring efficiencies of speed, administration and for a competitive cost.

With strategy.tax:

  • Our experienced professionals will help you determine your R&D tax credit claim that maximises the tax savings for your business.
  • We will guide you through every step of the process.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.
  • Our streamlined process, with a technology enabled production of the supporting documentation, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

Initial feasibility call / meeting to explain the rules and establish whether your business qualifies for R&D Tax Credits

Brief

Following the initial scoping stage we will then look to arrange a 30-60 minute online questionnaire that allows you to upload all of the necessary information to enable our team to start analysing the data and prepare the claim

Document

Full suite of tailored documents prepared, including: analysis of figures to be included in the company's tax return, internal documents to be held on file and report deliverable to HMRC. These documents will be prepared within a week or less following the accurate completion of the survey

Refinement

We will then look to arrange a follow up call / meeting to run through the documentation before finalising for submission to HMRC

Grow

Following successful submission and approval by HMRC, your business can then focus on growing by re-investing the funds received from HMRC back into the business

Managing business performance in today’s complex and rapidly changing business climate is crucial for any organisation’s short-term and long-term success. In order to maintain investor confidence and provide insight to top management, there is an increased demand for organisations to provide prospective insights on business trends and drivers of performance. Financial planning, a key component of managing and driving business performance, continues to be of limited value and mired with conservatism for many organisations.

Implementation

We combine high level strategic advice with the latest technology enabled forecasting and planning capabilities to ensure you have the information to make data driven decisions, while ensuring efficiencies of speed, real time information and for a competitive cost.

With strategy.tax:

  • Our experienced professionals will help you understanding the impact of changes within your business so you can plan effectively for growth.
  • We will help plan for key scenarios so you can see the impact on your business before they occur.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.
  • Our streamlined process, with a technology enabled forecasting and planning process, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

Initial introductory call / meeting to understand your business' goals and outline a road map of how you will achieve these objectives.

Brief

Following the initial exploratory stage we prepare an initial forecast and discuss this with you to ensure it aligns with your business plan. Your input here will tailor the forecast to encompass all your plans for growth.

Document

Get a clear, live, daily updating view of your predicted cash, profit, big payments ahead, hidden trends and areas of risk from analysis of every transaction and every account, so you’re always in control of the next decision you need to make.

Refinement

In real time we can refine your forecasts in response to economic changes so you can see the impact before it occurs. Whether you are planning to increase your headcount or expand into new premises we can help you visualise the affect of such decisions to help be confident in the choices you make.

Grow

Our expert team is on hand to give you the information your need to trust the numbers that you are making decisions against. With clear visibility over the road head, we can help you plan for growth.

Helping to either create, or review and input on your company's pitch deck; focusing on the quality, narrative and messaging. We will also help you get comfortable articulating your business in the optimal way, in order to optimise it for potential angel/institutional investors.

Implementation

Being confident about your investor-readiness, helps to build your confidence in your business and your investment case. Startups usually have one shot with investors, so having your home work done before engaging with them is extremely important

With strategy.tax

  • Our experienced professionals will help you present the key points that investors want to know about your business to help you save time and cash on fundraising.
  • We will guide you through every step of the process.
  • Face to face or Virtual meetings will allow us to get to know you and your business and for us to build a long term relationship.
  • Our streamlined process, with a technology enabled production of the supporting documentation, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

We understand what investors are looking for. The first step to get to know your business is an initial introductory call / meeting to understand what your the problem your business solves and how it does it.

Brief

Following the initial exploratory stage we will take a deeper dive into your business and arrange an online questionnaire that allows you to upload all of the necessary information for the full suite of investor documentation to be created.

Document

Get a clear, live, daily updating view of your predicted cash, profit, big payments ahead, hidden trends and areas of risk from analysis of every transaction and every account, so you’re always in control of the next decision you need to make.

Refinement

In real time we can refine your forecasts in response to economic changes so you can see the impact before it occurs. Whether you are planning to increase your headcount or expand into new premises we can help you visualise the affect of such decisions to help be confident in the choices you make.

Grow

We help SMEs prepare for venture capital, angel investment and crowd funding and can introduce you to investors. With investor ready documentation your business can then focus on growing whilst lining up investors who will be sharing your journey.

Testimonials

Hotpod Yoga

"Previous to engaging with strategy.tax we had some issues with our previous agent, so we were a little anxious about finding a new agent to help us with our R&D claim. We could not have hoped of a better service. The whole process was very straightforward, very quick, and I felt completely comfortable and at ease asking for advice on other accountancy topics. They are extremely helpful and go the extra mile for their clients. I highly recommend strategy.tax as a specialised tax agent to take the pain and confusion out of such pieces of work" - Kerry, Group Finance Manager, Hotpod Yoga Group

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