When Should an Accountant Refer Complex Innovation Tax Work to a Specialist?
How accountants know when to bring in an innovation tax specialist. Red flags, referral criteria, and what defence work requires expert help.
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.
How accountants know when to bring in an innovation tax specialist. Red flags, referral criteria, and what defence work requires expert help.
HMRC rejected your SEIS advance assurance application. Specialist guidance on the reasons, your options, and whether the investment can still qualify.
Patent Box reduces tax on innovation profits. Learn who qualifies, how it works, and why many companies overcomplicate it. IPTS expert guide.
HMRC R&D enquiries typically take 6-18 months. Understand the timeline, what happens at each stage, and how to defend your claim.
Steve Livingston FCA — founder of IP Tax Solutions. 25 years' innovation tax expertise. Former KPMG and Crowe partner. Specialist in R&D tax credit defence, HMRC enquiry response, SEIS/EIS structuring, Patent Box, EMI schemes.
If HMRC alleges fraud in your R&D claim, act fast. Find out what the allegation means, what HMRC can do, and what a specialist defence looks like.
Find out what triggers an HMRC R&D tax credit enquiry. HMRC has moved away from broad campaign checks toward targeted review of higher-value and more complex claims, with cost methodology and apportionment now the primary focus. Learn how HMRC chooses which claims to examine and why.
HMRC wins R&D tax credit tribunal case regarding an e-learning education company that taught scientific principles but that failed to demonstrate an advance in the hard science subject matter or software delivery platform
A recent case demonstrates why meticulous SEIS documentation matters more than HMRC's initial advance assurance approval