The Patent Box is a UK corporation tax relief that reduces the effective rate on profits from patented inventions to 10%. Combined with R&D tax credits, it forms the second half of the UK government’s incentive package for innovative companies — rewarding successful commercialisation of IP rather than the research that created it.

Who can claim

To benefit from the Patent Box, a company must:

  • Hold or exclusively license a qualifying patent
  • Be a UK Corporation Tax payer
  • Have developed the patented invention or product (development condition)
  • For groups, satisfy the active ownership condition

Qualifying IP includes patents granted by:

OfficeQualifying
UK Intellectual Property Office (UKIPO)Yes
European Patent Office (EPO)Yes
Designated EEA statesYes (specified list)
US Patent and Trademark OfficeNo
Other non-EEA officesNo

Plant breeders’ rights and certain medicines/pesticides regulatory data also qualify.

The streaming calculation

Patent Box income is computed using a streaming approach — separating relevant IP income from other income — and adjusted by the nexus fraction introduced by the OECD’s BEPS Action 5.

StepCalculation
1. Identify relevant IP incomeWorldwide income from qualifying IP
2. Deduct routine return10% of certain expenses
3. Deduct marketing asset returnBrand value share
4. Apply nexus fractionQualifying / total R&D expenditure
5. Apply Patent Box deduction(Profit × (Main rate – 10%) / Main rate)

The deduction effectively brings tax on qualifying profits down to 10%.

Worked example (illustrative)

A company with £2m of qualifying IP profits and a nexus fraction of 0.95 at the 25% main rate:

  • IP profit eligible for relief: £2m × 0.95 = £1.9m
  • Patent Box deduction: £1.9m × (25% − 10%) / 25% = £1.14m
  • Taxable profit reduced from £2m to £860k on this stream
  • Tax saving versus 25%: £285,000

Practical steps

  • Elect into the regime within two years of the end of the relevant accounting period
  • Keep a streaming workbook linking patents to product income
  • Track R&D expenditure by patent family for nexus
  • Pair the Patent Box claim with R&D tax credits for the same activity
  • Provide documentation supporting the development condition
  • Reflect the relief on the CT600 corporation tax return

Final thoughts

Patent Box claims need front-loaded record keeping, but the long-term tax saving is substantial for IP-heavy businesses. Pair this with our R&D tax credits article, the accounting for UK SaaS companies guide, and the transfer pricing rules explainer. The HMRC Patent Box Manual is the authoritative reference. See pricing for software that supports IP-heavy product accounting.