Steve Livingston LLB FCA is the Founder of IP Tax Solutions. Having trained at Big 4 firm, KPMG, and progressed to Senior Manager, he was appointed as a Partner at a mid-tier global firm.
The rules governing SEIS and EIS in multi-round structures are complex. Learn how to sequence raises, avoid common pitfalls and protect investor relief.
AI tools now write R&D narratives and development code. HMRC has kept pace. Find out what the compliance risks are and how to protect your claim.
An EMI disqualifying event removes your employees' income tax exemption. Learn what triggers them, the 90-day exercise window, and what to do next.
If HMRC has rejected or reduced your R&D tax credit claim, you have formal appeal rights. Learn how to request a review, use ADR and go to tribunal.
From 6 April 2026, the EMI gross assets limit rises to £120m and headcount cap to 500 FTE. Find out if your company now qualifies for EMI options.
HMRC's SAV team is challenging EMI valuations harder than ever. Find out what they check, how discounts work and how to get an agreed value accepted.
Applying for EMI advance assurance? Learn what HMRC needs, how long it takes, common reasons for refusal, and how to strengthen your application.
The R&D additional information form is mandatory for UK R&D claims since August 2023. Learn what HMRC needs, common errors, and how to avoid an enquiry.
HMRC has requested a meeting about your R&D claim. Learn what to expect, what to bring, and how to avoid the mistakes that cost companies their credits.
