Series
For CFOs and Finance Leaders
R&D tax relief as part of financial strategy: cash flow, EBITDA, due diligence and innovation funding.
Why Every Fractional CFO Should Have an R&D Tax Strategy in Their Financial Toolkit
The role of the CFO has changed considerably over the past decade. Whether that's a full-time CFO, a Finance Director, or a Fractional CFO working across several…
6
min read
Why Specialist R&D Partners Reduce Risk for CFOs
Modern businesses rely on specialists: employment lawyers, corporate finance advisers, cyber security consultants, auditors, valuation experts. No CFO expects one…
4
min read
Preparing for an HMRC R&D Enquiry: What Every CFO Should Have Ready
Few letters create as much concern for a finance team as one from HMRC announcing an enquiry into an R&D tax relief claim. For many CFOs, the immediate reaction is…
5
min read
From Tax Relief to Growth Capital: What Should a CFO Do After a Successful R&D Claim?
For many businesses, receiving an R&D tax relief payment marks the end of the process. The claim has been submitted, HMRC has processed it, the funds arrive. Job…
4
min read
Why Innovation Should Sit on Every CFO's Board Agenda
Traditionally, innovation has been seen as the responsibility of technical teams. Research and development belonged to engineers. Product roadmaps belonged to…
5
min read
What Private Equity Firms Look for in R&D Tax Claims During Due Diligence
When private equity firms evaluate a business, EBITDA and revenue growth remain important. But they are rarely the whole story. Experienced investors look beyond…
3
min read
Why Your Product Roadmap Could Be Worth More Than You Think: The Hidden Value of Innovation
When most businesses build a product roadmap, they naturally focus on delivery: features, deadlines, resources, customer requests, competitive pressures…
4
min read
The Hidden Financial Value of Failed Innovation Projects
Failure has a poor reputation in business. Projects overrun. Technology doesn't perform as expected. Prototypes don't work. Development reaches a dead end. Budgets…
4
min read
AI, Automation and Digital Transformation: Are You Missing Hidden R&D Tax Relief Opportunities?
Artificial Intelligence has rapidly moved from a future ambition to a boardroom priority. Across almost every industry, businesses are investing in AI copilots…
4
min read
How CFOs Can Turn R&D Tax Relief into a Competitive Advantage
Ask most business owners why they claim R&D tax relief and the answer is usually straightforward: because we can recover some of our costs. While true, that answer…
4
min read
R&D Tax Relief After the 2024 Changes: What Every CFO Needs to Know
Few areas of UK corporation tax have experienced as much change in recent years as Research & Development Tax Relief. For many businesses, these reforms have…
5
min read
How R&D Tax Relief Improves Cash Flow, Runway and Working Capital: A CFO's Perspective
Ask almost any CFO what keeps them awake at night and you'll rarely hear "corporation tax." Instead, the answers are likely to revolve around cash flow. Can payroll…
5
min read
R&D Tax Relief and EBITDA: Understanding the Real Financial Impact
When businesses discuss R&D tax relief, conversations often focus on one figure: how much will we receive? While understandable, this question only scratches the…
4
min read
How Fractional CFOs Can Identify Hidden R&D Opportunities Across Their Client Portfolio
One of the greatest misconceptions about Research & Development tax relief is that only laboratories, scientists or cutting-edge technology companies qualify. In…
4
min read
The CFO's Due Diligence Checklist Before Making an R&D Tax Relief Claim
When finance leaders hear the words "R&D tax claim", many immediately think about qualifying costs, tax computations and submission deadlines. In reality, the…
5
min read
R&D Tax Relief During Investment, Fundraising and Exit Planning: What Every CFO Should Know
When businesses prepare for investment or sale, many management teams assume investors are focused solely on revenue growth and EBITDA. While financial performance…
4
min read
Building an Innovation Funding Strategy: Why Every CFO Should Look Beyond Grants and Investment
One of the biggest misconceptions in corporate finance is that innovation is funded through investment alone. When businesses need capital to develop new products…
4
min read