1. Examples of our work
  2. A smooth, proactive claims process

A smooth, proactive claims process

Challenge

Lucky Saint sought a new adviser to prepare its R&D claims.

Value

ForrestBrown leveraged its technical expertise to efficiently identify and collate the information needed.

Impact

Lucky Saint benefited from a smooth, straightforward process, which can be applied in its future claims.

About Lucky Saint

Lucky Saint was founded in 2016 as an independent producer of non-alcoholic beers.
It had previously claimed R&D tax relief with another provider, before appointing ForrestBrown in 2024 to complete its year end 2023 claim.

Strong technical expertise

ForrestBrown’s technical and tax experts worked closely with the Lucky Saint team to identify and efficiently gather the information needed to support the claim.

“ForrestBrown’s technical expertise was fantastic. Using their technical grounding coupled with information-gathering skills, they extracted the key details needed for the claim. They also proactively helped us to manage our compliance needs in relation to the claim notification requirements.”

Future collaboration

Given the positive initial claim, Lucky Saint has committed to using ForrestBrown for its next R&D claim.

“I would recommend ForrestBrown as an R&D tax credit partner. The team is responsive, flexible and pleasant to work with, making the claim process smooth and easy. We will be using ForrestBrown again next year.”

Adrian Johns, CFO