Take it to the next level

Your business is thriving and established its presence in the industry. You have now reached the stage in which your business will expand and spread its roots into new markets and distribution channels. We drive businesses forward with incisive tax planning and business advice to develop a tax efficient operating model and help you access the capital you need to scale.

Our comprehensive consultancy service fully immerses us in your organisation and has helped scale-ups increase their capital, reduce their operating costs and take their business to the next level.

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

How we can help

The patent box is a preferential corporation tax regime that applies an effective 10% rate of tax on trading profits arising from the exploitation of patent and other qualifying intellectual property rights.

Implementation

We combine high level strategic advice with a technology enabled documentation production process to ensure that your patent box scheme 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 patent box 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 the patent box

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

Capital Allowances provides businesses with tax relief on certain categories of capital expenditure on business assets. This relief can range from 8% - 100% as a deduction from taxable profits incurred on certain capital items - The most familiar allowances are those available for capital expenditure on plant and machinery, but other allowances are available for structures and buildings, facilities or provision of R&D equipment etc.

Implementation

We combine high level strategic advice with a technology enabled documentation production process to ensure that you maximise the capital allowances available 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 qualifying capital allowances expenditure to maximise the tax savings to 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 Capital Allowances

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

Expanding your business internationally and into new overseas markets brings a broad range of tax issues to consider not only from a UK perspective but no matter where you choose to operate across the globe, the local tax authority will also be seeking a tax contribution from your business.

Implementation

We combine high level strategic advice with a technology enabled documentation production process to ensure that your international operating model is set up to align with your business goals, while ensuring efficiencies of speed, administration and for a fixed cost.

With strategy.tax:

  • Our experienced professionals will help you design an international operating model that is aligned to your commercial strategy, avoids double taxation on profits and maximises the benefit of UK reliefs such as R&D tax credits and patent box.
  • 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 legal documentation, ensures efficiency of time, administration and most importantly cost!

Workflow

Explore

The first step to get to know your business is an initial introductory call / meeting to understand your growth strategy and the markets you are looking to explore.

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 a bespoke operating model to be prepared.

Document

Full suite of tailored documents prepared, including: operating model policy, tax risk analysis and inter-company agreements. These documents will be prepared within a month or less following the accurate completion of the survey.

Refinement

We will then arrange a follow up call / meeting to run through the documentation before finalising, in this meeting we provide a complete walk through of your international structure and inter-company transactions.

Grow

With a clear strategy for how implement your international expansion, you can focus on scaling your business effectively knowing your UK and international taxes have been taken care of. By aligning our team we will ensure your business has maximised the benefit of UK reliefs such as R&D tax credits and patent box to provide the capital you need to scale.

An Enterprise Management Incentives (EMI) scheme is a tax-advantaged employee share option scheme available for qualifying businesses. It is particularly relevant for smaller fast-growing private companies.

Your business will qualify for an EMI scheme if it meets certain conditions which include that it must have fewer than 250 employees and less than £30m of gross assets.

Implementation

We combine high level strategic advice with a technology enabled documentation production process to ensure that your EMI scheme is set up to align with your business goals, while ensuring efficiencies of speed, administration and for a fixed cost.

With strategy.tax:

  • Our experienced professionals will help you design an EMI scheme that operates as a valuable incentive and retention tool for your key employees.
  • 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 legal 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 EMI scheme

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 full suite of EMI documentation

Document

Full suite of tailored EMI documents prepared, including: advance assurance application, EMI scheme rules, personalised employee letters/certificates, employee and employer guides (setting out in simple terms how the scheme works) and board minutes.

These documents will be prepared within a week or less following the accurate completion of the survey.

Refinement

Discussion meeting with your Statregy.Tax expert to talk you through all of the documentation before you take it away to be signed.

Grow

The final signed documents are signed by the company and the company can start to implement the EMI scheme to attract and retain top talent

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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