Series
For CFOs and Finance Leaders
Payable credits and cash flow timing, EBITDA treatment, R&D claims in due diligence, and innovation funding strategy.
Why Every Fractional CFO Should Have an R&D Tax Strategy in Their Financial Toolkit
Why fractional CFOs should build R&D tax credits into their toolkit, how to spot qualifying work across clients, and when to bring in a specialist.
6
min read
Why Specialist R&D Partners Reduce Risk for CFOs
How specialist R&D partners reduce risk for CFOs, from eligibility and evidence to HMRC compliance checks, and what to expect from a good adviser.
4
min read
Preparing for an HMRC R&D Enquiry: What Every CFO Should Have Ready
What CFOs should have ready before HMRC opens an R&D enquiry: project evidence, cost workings, technical records and a clear plan for responding.
5
min read
From Tax Relief to Growth Capital: What Should a CFO Do After a Successful R&D Claim?
What a CFO should do after a successful R&D claim, from reinvesting the credit to planning next year's projects so relief becomes growth capital.
4
min read
Why Innovation Should Sit on Every CFO's Board Agenda
Why innovation and R&D tax credits belong on the board agenda, and how CFOs can link technical projects to funding, cash flow and long-term value.
5
min read
What Private Equity Firms Look for in R&D Tax Claims During Due Diligence
What private equity investors check in R&D tax claims during due diligence, the red flags that reduce value, and how to get your claims ready.
3
min read
Why Your Product Roadmap Could Be Worth More Than You Think: The Hidden Value of Innovation
How the technical problems on your product roadmap can qualify for R&D tax credits, and how to record them so the value is not lost at claim time.
4
min read
The Hidden Financial Value of Failed Innovation Projects
Failed projects can still qualify for R&D tax credits. Learn why unsuccessful innovation often meets HMRC's test and how to evidence it properly.
4
min read
AI, Automation and Digital Transformation: Are You Missing Hidden R&D Tax Credit Opportunities?
When AI, automation and digital transformation projects qualify for R&D tax credits, where most fall short, and how to evidence technical uncertainty.
4
min read
How CFOs Can Turn R&D Tax Credits into a Competitive Advantage
How CFOs can turn R&D tax credits into a competitive advantage by planning projects, evidence and reinvestment, not just recovering past costs.
4
min read
R&D Tax Credits After the 2024 Changes: What Every CFO Needs to Know
What the April 2024 merged R&D scheme and ERIS mean for CFOs: rates, eligibility, overseas restrictions and what to check before your next claim.
5
min read
How R&D Tax Credits Improve Cash Flow, Runway and Working Capital: A CFO's Perspective
How R&D tax credits improve cash flow, runway and working capital, when the credit is paid, and how CFOs can plan around claim timing.
5
min read
R&D Tax Credits and EBITDA: Understanding the Real Financial Impact
How R&D tax credits affect EBITDA and the accounts under the merged RDEC scheme, and why the headline credit is only part of the financial story.
4
min read
How Fractional CFOs Can Identify Hidden R&D Opportunities Across Their Client Portfolio
How fractional CFOs can find hidden R&D tax credit opportunities across their client portfolio, the signs to look for, and the questions to ask.
4
min read
The CFO's Due Diligence Checklist Before Making an R&D Tax Credit Claim
A CFO's checklist before signing off an R&D tax claim: eligibility, cost apportionment, evidence, adviser standards and enquiry readiness.
5
min read
R&D Tax Credits During Investment, Fundraising and Exit Planning: What Every CFO Should Know
How R&D tax credits are treated during investment, fundraising and exit planning, and what CFOs should prepare before investors start due diligence.
4
min read
Building an Innovation Funding Strategy: Why Every CFO Should Look Beyond Grants and Investment
How CFOs can build an innovation funding strategy that combines R&D tax credits, grants and investment to fund new products without extra dilution.
4
min read