Technical Library
Practical tax resources from IP Tax Solutions: SEIS and EIS eligibility, assurance, investor relief, EMI, R&D, intellectual property and company structures.
The Technical Library is the detailed reference side of IP Tax Solutions.
These articles and pages are written for search, depth and practical use. They sit alongside Notes from Steve, which are shorter and more personal.
Funding and investment
Follow the SEIS process from checking eligibility to claiming relief.
- SEIS explained: company and investor eligibility
- Advance assurance: application, documents and HMRC timings
- After investment: SEIS1, SEIS2 and SEIS3 certificates
- Claiming income tax relief and carry-back
- SEIS loss relief with worked examples
- Capital gains: reinvestment relief and disposal exemption
Specialist SEIS/EIS questions
- Investor eligibility and connected persons
- Directors investing under SEIS and EIS
- Multiple rounds and investment sequencing
- Software and SaaS
- Biotech and pre-revenue R&D
- Risk to capital
- Financial health
Equity and incentives
R&D and HMRC scrutiny
R&D Tax Credits Enquiry Defence
Patent Box and intellectual property
Company structure and shareholders
Restructuring and Share Cap Table Optimisation
Succession and family share transfers
When the issue is live
If you are dealing with a significant specialist project now, use the One-off Advisory route.