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R&D tax credits and patent box relief handled with your year end

R&D tax credits and patent box work for technology companies that need development work and registered IP checked before the corporation tax return is filed.

The claim can fail when the technical case and tax return are treated as separate jobs. The unresolved question is whether development work or registered IP has been missed, and who will stand behind the filing.

No funding needed yetCompany owns registered IP
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Fiscal Umbrella Accountants prepares R&D claims and patent box relief for technology limited companies across the UK from Luton. Fees are fixed in writing, and the same ACCA qualified accountant prepares the relief work and year end.

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I was stuck with my R&D claim, but Fiscal Umbrella helped me navigate it smoothly. They're professional, efficient, and truly know their stuff.… Cartel Media
R&D tax credits and patent box: example fundraise readiness Startup founders

The relief your year end may still be missing

5.0 · Handled in houseCheck if you fit
  • Fasih Khan ACCA
  • Fixed fees in writing
  • Luton office
  • UK-wide remote

What changes when the claim and year end meet

01

Know what belongs in the claim

See which development work should be reviewed before the corporation tax return is completed.

02

Check registered IP before filing

Find out whether patent box belongs in your corporation tax position.

03

Have one person answer for it

The same qualified accountant prepares the relief work and explains how it reaches the return.

Where R&D and patent box claims go wrong

The problem often appears when a filing decision has already been made.

  • R&D

    “We built new software, but our accountant said the R&D claim was a separate job.”

    The development work can be left out or passed to a claims shop that never sees the year end.

  • Patent

    “Our company owns registered IP, and nobody has checked whether patent box applies to its profit.”

    Qualifying IP profit may be taxed without the patent box position ever being considered.

  • Tax bill

    “The R&D report was finished, but nobody could explain how it tied into the corporation tax return.”

    A disconnected report leaves the director unsure what was filed and who will answer HMRC.

  • Day 90

    What changes once the relief work and year end meet

    The development work, registered IP and corporation tax return are reviewed together. The same qualified person prepares the supporting forms and year end. You can decide what to claim before the return is filed.

Quick check · no email

If your accountant cannot explain whether your R&D work qualifies, check patent box and tie both into your year end, you have the wrong accountant

Answer these questions about the accountant handling your current year end.

Question 1 of 3

Could they tell you this week which development work may qualify for R&D relief?

What each accounting arrangement covers

Both can file accounts, but the ownership of specialist relief work differs.

Year-end filing only

The accounts and corporation tax return are prepared.

R&D work may be referred to another provider.

Registered IP may remain unchecked.

Responsibility is split when questions arise.

Relief work joined to year end

Development work is screened before filing.

Registered IP is checked for patent box.

The CT600L and additional information form stay in house.

One qualified person explains the full return.

What must be ready before the claim is filed

A missed answer points to work that needs checking before year end.

  • 01

    Has anyone screened your development work for R&D relief?

    The review should happen before the corporation tax return is finalised.

  • 02

    Does the company own registered IP?

    Confirm which IP belongs to the company.

  • 03

    Has anyone checked whether patent box could apply?

    Registered IP should trigger a direct review.

  • 04

    Will the year-end accountant prepare the relief work?

    One owner keeps the filing connected.

  • 05

    Is the CT600L being prepared where required?

    It should sit within the corporation tax work.

  • 06

    Is the additional information form being prepared?

    Confirm who owns this part of the filing.

  • 07

    Can your accountant explain the full tax return?

    They should connect the claim to the year end.

  • 08

    Is the fee agreed in writing?

    The scope should be settled before work starts.

What one accountable filing can include

The relief work stays connected to the return it changes.

R&D

R&D claim preparation in house

The claim, CT600L and additional information form are prepared alongside the year end.

Patent box

Registered IP checked before filing

The review considers whether patent box applies to profit linked to registered IP.

Year end

Corporation tax handled with the relief

One qualified accountant owns the accounts, tax return and specialist work.

All Services →

Entry 01

What registered IP can change in the tax return

Patent box matters when registered IP has never been connected to the corporation tax return.

Figure25% to 10%corporation tax on profit from registered IP
Found byThe review starts with the registered IP and the profit linked to it.
ResultWhere the rules apply, patent box can change how that profit is taxed.
AlsoR&D and patent box work is prepared in house by the same ACCA qualified accountant who handles the year end.
Entry 02SEIS assurancefor Fasih’s own software company
Found byFasih obtained advance assurance for his software company before raising.
ResultThe company then attracted investors, giving him direct experience of the founder’s side.

What clients say

I was stuck with my R&D claim, but Fiscal Umbrella helped me navigate it smoothly. They're professional, efficient, and truly know their stuff. Highly recommended
Cartel Media · Google review · a year ago
Excellent service! The team is professional, responsive, and always helpful. My payments are always on time, and they make everything easy to understand. Highly recommend Fiscal Umbrella Accountants!
faisal jalal · Google review · a year ago
The team at Fiscal Umbrella has been amazing—professional, efficient, and always supportive. I trust them completely with my finances. Highly recommend!
Muskan Mattu · Google review · a year ago

How the work reaches the corporation tax return

Each stage keeps the relief work connected to the filing it affects.

Before day one

Know whether a review is worthwhile

Answer a few quick questions for a personalised recommendation and, if there is a fit, the free review.

Day 30

Agree the work before it starts

Fasih checks the scope and sets out the fixed fee in writing.

Day 60

Connect the claim to year end

Development work, registered IP, the CT600L and the additional information form are reviewed together.

Day 90

Have one filing someone can explain

The relief work and corporation tax return are completed together, with supporting material kept beside the filing.

When this work should wait

The business is a sole trader, partnership or LLP.

The company expects the accountant to find investors.

The company cannot yet pay for the work or wants fees deferred.

The decision is based only on finding the lowest price.

If the company has development work or registered IP, the set-up review will show whether the relief work needs attention.

Questions founders ask before claiming

What does the monthly fee include for R&D tax credits and patent box?

The written proposal sets out exactly which services are covered. For a growing technology company, that may include year-end accounts, the corporation tax return, R&D claim work and a patent box review. The fee is fixed in writing before work starts, so additions require an agreed change in scope.

Can Fiscal Umbrella handle R&D tax credits and patent box if we already have an accountant?

Yes, but the current arrangement needs to be understood first. Fiscal Umbrella prepares R&D and patent box work in house alongside the year end, with no separate claims shop involved. Answer the intake questions and Fasih will recommend whether a review, a switch or another route makes sense.

Do we have to move accounting software for an R&D claim?

No software move is assumed before Fasih has seen the current setup. He checks what the company uses, what supports the R&D work and how the year end is prepared. If a change is needed, it will be explained in the written scope before any work starts.

What happens to our current accountant if we switch?

Fiscal Umbrella contacts the current accountant, requests the accounts files and tax details, and handles professional clearance. The handover is arranged around existing filings. Nothing moves until the scope and fixed fee are agreed in writing, and your current accountant remains in place until the handover starts.

How do R&D tax credits and patent box work together?

R&D relief and patent box address different parts of a technology company’s tax position. The review checks development work, registered IP and how each point reaches the corporation tax return. Where either relief may apply, the supporting work is prepared alongside the year end so the filing has one owner.

Who prepares the R&D claim and patent box work?

Fasih Khan, who is ACCA qualified, prepares the work in house. The R&D claim, CT600L, additional information form, patent box review and year-end accounts stay with the same qualified person. No separate claims shop takes over after the accounts have been prepared.