Most founders lose money to tax they never had to pay, because nobody told them which decision mattered until it was too late to change it. We do the four reliefs that matter most, properly.
No charge, no pitch. If we are not the right fit we will tell you on the call.
Not sure which stage you are at? Ask us
A generalist accountant will refer these out. We are who they refer them to.
Full claim preparation under the merged RDEC/ERIS regime. Technical narratives, CNF filings, intensity calculations, and enquiry defence.
Advance assurance applications, cap table reviews, compliance certificates, and HMRC correspondence across funding rounds.
Option scheme design, grant documentation, HMRC valuation, annual ERS filings, and exit planning, including FA 2026 updated limits.
Incorporation structuring (CGT/SDLT modelling), inheritance tax planning, discretionary trusts, and succession advisory.
We advise companies and individuals directly, and complement your accountant or finance team where you already have one. Specialist support, without disruption.
A short introductory call is the best place to begin. We'll give you a clear sense of what's possible and whether we're the right fit.
From pre-seed R&D claims to Series A EMI restructuring, we work with founders throughout the company lifecycle, ensuring you never leave value on the table through missed reliefs or poor structuring.
We advise companies and individuals directly on R&D, SEIS/EIS and EMI. Where you already have an accountant, we work alongside them without replacing the relationship.
Companies and individuals come to us directly. We also partner with accountancy firms across the UK who bring us in as specialists.
Based in South East London. We advise clients across the UK, with most work handled remotely.
SEIS and EIS offer some of the most generous tax reliefs available to individual investors in the UK. We help you confirm the companies you back qualify, and that your own position is protected.
Investors in qualifying SEIS companies can claim 50% income tax relief on investments up to £200,000 per year, plus CGT exemption on exit.
EIS investors benefit from 30% income tax relief and CGT deferral, subject to the company remaining compliant throughout the holding period.
For property investors, the question is rarely whether to incorporate. It is how to do it at the right time with the least tax cost. We model the full picture before advising.
Transferring a property portfolio to a company triggers CGT and potentially SDLT. We model the full picture, including long term IHT savings, before advising.
Non-resident landlords have specific UK filing obligations. We advise on SA1 registration, 64-8 agent authorisation, and NRL1 applications.
With the IHT nil-rate band frozen and APR/BPR reforms underway, the window for certain planning strategies is narrowing. We help families understand their current exposure and take structured steps to reduce it.
With allowances frozen and property values rising, more estates than ever face 40% inheritance tax. Early planning makes a significant difference.
Changes to agricultural and business property relief are narrowing certain planning windows. We advise clients on what's still available and what's changing.
Where founders lose relief, and what to do about it before shares are issued.
SEIS and EIS problems are rarely caused by founders misunderstanding the rules. They are caused by meeting the rules too late, when the decision that broke qualification was made months earlier. Organised by when each mistake actually happens, from before incorporation through to exit.
Most founders rule themselves out of SEIS in ninety seconds, using a date that has nothing to do with the rule. The clock runs from trading, not incorporation.
Directors can, unlike under EIS. But the 30 per cent test disqualifies any sole founder and most small founding teams before that point is reached.
Three separate sets of conditions, tested independently. A company can pass two of them and still have no relief available.
We'd been claiming R&D relief through our accountant for two years but got flagged for an enquiry. Upstack rebuilt the technical narrative from scratch and handled HMRC directly — the claim held up and we understood why the original one hadn't.
Our SEIS advance assurance got rejected once already before we found Upstack. They went through the cap table line by line, found the actual problem, and got it approved on the second attempt.
We needed an EMI scheme in place before our next hires started, and had about three weeks to do it properly. Upstack got the valuation, documentation and HMRC notification done in time without cutting corners on the scheme rules.
A short introductory call costs nothing. We'll give you a clear sense of your position and what's possible.
Book a discovery callWe use cookies to measure how the site is used and which adverts lead to enquiries. Nothing non-essential is set unless you accept. See our privacy notice.