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David O’Keeffe

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New Malden, Surrey

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0845 003 8780

01635 574 160

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An expert in R&D Relief, Patent Box and Creative Industries Reliefs. I don’t cover other areas of taxation, I specialise in these reliefs.

I am a Chartered Accountant and Chartered Tax Adviser with more than 30 years experience advising businesses of all sizes on corporation tax in general and R&D, Intangible Assets and Capital Allowances in particular. Over the last few years I have been heavily involved with the consultations around the introduction in 2013 of the UK's Patent Box regime, the above-the-line R&D Expenditure Credit and the various Creative Industry Reliefs. More recently, I have been involved with the consultation around the changes to the Patent Box rules to make them BEPS compliant. 

I have extensive experience of dealing with HMRC at all levels on behalf of my clients, whether this is routine agreement of claims, settlement of enquiries or dealing with issues such as clearances. I have helped clients resolve disagreements with HMRC where claims have already been submitted and HMRC has opened an enquiry. My knowledge of the legislation and considerable practical experience has allowed me to understand quickly the issues and seek a sensible and pragmatic solution. Where appropriate, I have helped clients prepare for litigation.

I understand the importance of clear, concise and practical tax advice; my approach is always to understand my clients' business issues and then to provide them with appropriate technical advice that they can act upon.

I have provided input and consultation to many organisations and trade bodies. I was the only R&D tax specialist to have input to Sir James Dyson’s influential 2010 report "Ingenious Britain: Making the UK the leading high tech exporter in Europe" which is seen as the catalyst for reform of the UK’s R&D Tax Relief regimes. I have been a member of HMRC’s R&D Consultative Committee, a group with representatives from Government (HMRC, HMT and BIS) as well as industry, advisers and professional bodies, since its inception. I sit on CIOT’s CT technical Sub-Committee and chair the R&D Working Group of that sub-committee.

I specialise in these innovation incentives and reliefs. Just these, no other aspects of taxation as well. I don’t 'dabble' in this area, I do it full time.

I am based in Surrey but offer clients national coverage.

Examples of Client Projects

I have worked with clients in just about every sector often UK economy, preparing and agreeing R&D claims. These include:

  • an airline (the first such claim in the UK);
  • major retailers;
  • a high street bank;
  • hedge funds;
  • a national utility;
  • software companies;
  • technology start-up companies.

I worked with a major UK manufacturer to help them negotiate agreement of their in-house prepared R&D claims.

A UK subsidiary of a Canadian technology company was having difficulties agreeing its first R&D claim with HMRC. The Canadian management came to me for advice and I was able to work with them and HMRC to bring the matter to a satisfactory conclusion.

I helped the software development subsidiary of this aviation company to make claims in respect of a significant development project they had undertaken. The company is continuing to claim on its ongoing activities.

I advised a French multinational that was looking to relocate its IP within Europe and wanted to compare the Patent Box regimes in the UK and Netherlands.