Why InnoFund?

Deliver Greater Value to Your Clients through Partnership

At InnoFund, we are passionate about collaboration. We partner with associations, accountants, financial advisers, solicitors, and business consultants to provide specialist services tax services, including R&D Tax Credits, Capital Allowances, Patent Box Relief and Land Remediation Relief and consulting services such as R&D strategy, IP audit, Patent feasibility and Patent design to their clients.

By partnering with InnoFund, you can enhance your service offering and help your clients unlock substantial tax savings.

Why Partner with InnoFund?

Tax compliance specialists

Our team of tax professionals and sector specialists ensures your clients receive expert advice and achieve optimal results across a range of innovation and capital tax relief services.

Add Value to Your Clients

Broaden your service proposition by offering clients access to specialist tax incentives, helping them to improve cash flow and fund growth.

Flexible Terms

Partner with us on good will, a reduced rate for your clients or competitive introducer fees.

Dedicated Partnership Support

Every partner benefits from a dedicated Partnership Manager, clear communication, and seamless integration with your existing teams.

Who We Work With

We work with a wide variety of organisations looking to deliver additional value to their
clients, including:

Accountancy Firms: From independent practices to Top 100 firms.
Financial Advisers & Wealth Managers: Supporting clients with long-term financial planning and tax efficiency.
Corporate Finance & M&A Advisers: Assisting during transactions to optimise tax relief opportunities.
Legal Practices: Adding tax expertise to complement legal and commercial services.
Business Consultants & Networks Enhancing your consultancy offering with specialist tax services.

Our Partnership Process

Initial Consultation: We learn about your organisation, your clients, and your objectives.
Tailored Agreement: We put in place a bespoke partnership arrangement that works for you.
Collaboration: Work with us via direct client referrals or integrated delivery alongside your team.
Results & Rewards: We manage the full claims process while keeping you informed every step of the way.

What Our Partners Say

70% of our business is referral-based, if you wish to speak with a client in your industry, please do not hesitate to ask

“Partnering with InnoFund has strengthened our client relationships and added significant value to our advisory services.”

Accountancy Hewitt Card

“InnoFund’s insight into the market has been valuable in serving our clients across all sectors. Not only do they understand the nuances within R&D Tax Credits but they are great at spotting other funding opportunities for our clients. Their smaller team is much more personable than some of the large corporates we’ve partnered with and they really do go that extra mile to satisfy our customers. I wouldn’t hesitate to refer their services to anyone in my network.”

Accountancy London Partner

“InnoFund are the first tax advisor we have used that has shaped our innovation. Dr Brent actually wrote research papers on the very subject matter of our R&D, he knew where we were limited and helped us partner with a University to complete the research we needed to move to the next stage of development. InnoFund continue to add value by providing the tools and advice we need to successfully commercialise our innovation”

Tech Director Composite Manufacturer

“It can be difficult to get the engineering team motivated about R&D tax credits, but InnoFund’s tools allowed us to see who was contributing to the R&D Tax proccess so that we could reward individuals with the best contributions to the process”

Direct Tax Manager FTSE 100 Company

“InnoFund reviewed our commercial contracts and operations and uncovered potential problems we could encounter under the new merged scheme. Their insight allowed us to make the necessary changes to our operations and safeguard more projects under the new merged scheme, SecuRD™ as a methodology is forward thinking.”

Head of Tax Construction

“We hear of many R&D Tax horror stories and we wanted certainty that our claims were eligible. InnoFund used an external professor to provide an independent review and witness statement about our R&D which gave us certainty that we were eligible for R&D Tax credits.”

Group CFO EMEA Insurance Company

“It’s like having InnoFund in the office 24/7, we were already keeping contemporaneous records through our ERP but SecuRD™ was a game changer whenever we set up internal meetings virtually, we could invite their SecuRD Bot which would take a transcript of our internal tech discussions”

R&D Manager -

Case Studies

Unlocking Patent Box Relief via Patent Design

Client: Non-Exec director
Sector: Industrial Equipment

The Challenge:
A Non-Exec director that sits on multiple boards referred a mid-sized manufacturing firm specialising in industrial machinery was developing a unique component that significantly improved the energy efficiency of its products. While they had an innovative design, they lacked IP strategy and were missing out on valuable Patent Box tax relief.

InnoFund’s Approach:
We worked closely with the company to assess the patentability of their new component and supported the design of a robust patent strategy through InnoGuard®. Our team collaborated with patent attorneys to file a successful patent application, ensuring that the patent would meet the HMRC criteria for Patent Box claims.

The Result:
The company was able to access the Patent Box regime and significantly reduce its Corporation Tax rate on profits generated from the patented component. Over a 5-year period, the client expects to save £450,000 in tax, improving cash flow and enabling further investment into R&D and product development.

Maximising R&D Tax Relief in Software Development

Client: Venture Capitalist
Sector: Financial Services / Technology

The Challenge:
We were referred into a fintech start-up was developing a cloud-based platform using complex algorithms to provide predictive analytics for SME lending. The company had not previously claimed R&D tax relief, assuming their activities were “just software development”.

InnoFund’s Approach:
Our specialists identified qualifying R&D activities, including the development of proprietary algorithms, data security enhancements, and innovative integrations with third-party APIs. We compiled a robust technical report and financial submission aligned with HMRC guidelines.

The Result:
The start-up received an R&D tax credit worth £85,000 for the accounting period, which was
reinvested into further development and recruitment of additional engineers. InnoFund also
implemented a system to ensure the client’s future projects are R&D-claim ready.

Capital Allowances Boost for Boutique Hotel

Client: Accountancy Practice
Sector: Hospitality

The Challenge:
Although this accountancy practice is comfortable with most Capital Allowances claims theyrefer work on for large and complex CA projects where they need surveying expertise. Their client a boutique hotel had recently acquired a historic building and completed an extensive refurbishment to upgrade rooms, install a new kitchen, and add spa facilities.

InnoFund’s Approach:
We carried out a detailed capital allowances survey, identifying qualifying items such as heating systems, lighting, air conditioning, and embedded fixtures. Our team prepared a comprehensive report to maximise allowances and liaised directly with the hotel’s accountant.

The Result:
The hotel unlocked £3,200,000 in capital allowances, resulting in tax savings of approximately £640,000.