Upstack was founded to fill the gap between generalist accountancy and true specialist tax advice. We work directly with companies and individuals on the cases that require deep technical knowledge, and alongside existing advisers where clients already have them.
We work from statute and case law, not assumptions.
Tax advice that fits your actual business objectives.
Clear scope, clear fees, no surprises.
We work directly with you, and alongside your accountant where you have one.
ACCA qualified | 13 years in UK tax
Director & Principal Tax Adviser
Having spent 13 years working across UK tax, I've seen first hand what founders actually need. Not textbook advice, but structuring decisions that hold up under scrutiny and compound in their favour over time.
I'm a specialist tax adviser working with UK founders, high growth companies and high net worth individuals on the reliefs and structuring decisions that materially shape business and personal outcomes, from fundraising and growth through to exit, succession and intergenerational wealth transfer.
My work sits at the intersection of corporate, founder and personal tax, the points where structuring decisions made early have outsized impact years later. UK tax legislation contains some of the most generous reliefs in the world for innovation, equity and entrepreneurship, but accessing them properly requires careful planning, technical precision, and a clear understanding of how these reliefs interact across the lifecycle of a business and the people behind it.
Advance assurance applications, compliance filings, and structuring advice for UK and overseas parented companies raising UK investor capital.
Identifying and substantiating qualifying activity under the merged RDEC scheme, including the enhanced rate for R&D intensive SMEs. Particularly relevant for tech, AI, life sciences and engineering led businesses, where qualifying activity is often broader than founders realise.
Design, HMRC valuation agreements, scheme rules and ongoing compliance. The UK's most tax advantaged way to grant employee equity, and a meaningful edge when competing for senior hires against US offers.
Protecting wealth across generations through structured gifting, business and agricultural relief planning, trust arrangements, and integration of IHT strategy with exit and wealth planning. For founders, IHT is often inseparable from the exit conversation.
Incorporated March 2026
Companies House No. 17107672
mishapatel@up-stack.co.uk
We work directly with companies and individuals across the UK. We also partner with accountancy firms, working alongside existing advisers rather than replacing them.
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