Get in touch with Alex Price CTA, our technical director, and his team to find out how we can help you and your clients.
- Telephone
- 0117 926 9022
Our R&D tax credit partner programme for accountants
ForrestBrown's R&D tax credit accountant partner programme makes offering R&D tax credits to your clients effortless. Referring clients to us means they can access our award-winning, PCRT-compliant expertise while freeing up valuable time for you.
- A dedicated relationship manager at ForrestBrown will keep you up-to-date on our progress with your client.
- Working with us offers rewards for both you and your clients.
- See your clients go from strength-to-strength as they benefit from this valuable source of funding and grow their businesses.
How we partner with accountants
Delivering R&D tax credit claims with minimum risk
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Getting to know you
We build long-term relationships based on trust and expertise by providing an award-winning specialist service to help your network thrive.
We will meet you to understand your needs and how we might meet them.
Our accountant partner team will start to educate you and your colleagues about how to identify what counts as R&D in your clients’ specific sectors.
Simon Poluck, Partner, BSG Valentine
ForrestBrown is always willing to invest a bit of time with us or a client. Some meetings lead to something, some not. But there has never been any reticence in terms of investing time in something.
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How we help your clients
Following a referral, we will take time to understand your client’s business and uncover the full extent of their R&D. Our approach is rigorous and has a quality assurance process built in.
This results in an R&D tax credit claim that is considered, fully-maximised and protected from risk.
All we ask of you is to share some financial information about their costs – with your client’s approval, of course.
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Keeping in touch
You are kept up-to-date with how your clients are benefiting from your partnership with ForrestBrown.
We’ll give you a dedicated point of contact and will provide a structured reporting process to inform you of our progress.
We will organise regular check-ins to ensure our partnership with you is delivering what is intended.
Natalie Staples-Vvind, Partner, HSJ Accountants
Clients tell us that ForrestBrown are easy to talk to, have a great understanding of their businesses and have been extremely efficient. They are delighted with the financial benefit they receive. I would recommend other accountancy practices to get in touch with ForrestBrown as it’s a great way to deliver a high quality R&D tax credit service.
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Educating you and your team
To make the best use of your time, we will continue to help you identify which of your clients might qualify for R&D tax credits. Our proactive approach helps ensure no opportunity is missed.
We will make our extensive resources available to you as part of our accountant partner programme . You will have access to qualified chartered tax advisers and sector specialists.
We will provide training for you and your team – powered by our KnowledgeBank. We will also provide materials for you to use with your clients, including a co-branded brochure, an accounts preparation checklist, website copy and a partner badge.
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Rewarding you
We recognize the value of our relationships by sharing a portion of our fee. This compensates you for your time.
Our partnership will add value to your clients’ businesses. It will show you are proactive in helping your clients whilst freeing up your time.
See your clients flourish with a fantastic source of funding that will help them to grow their businesses and become more competitive.
We’d love to learn more about your practice
Whether you’re already delivering R&D tax credit claims or not, our accountancy partner programme is completely flexible. We’re happy to help you with a specific piece of advice, one R&D tax credit claim – or all of your claims!
R&D bites newsletter
Our monthly accountants newsletter, R&D bites, provides bite-sized examples of the R&D taking place every day in businesses of all sizes and sectors. Subscribe to stay up-to-date on all things R&D tax credits.
Success stories
Simon Poluck, Partner, BSG Valentine
ForrestBrown is always willing to invest a bit of time with us or a client. Some meetings lead to something, some not. But there has never been any reticence in terms of investing time in something.
A creative agency
This agency used the benefit from multiple years R&D to claims to navigate through the financial impact of COVID-19.
Natalie Staples-Vvind, Partner, HSJ Accountants
Clients tell us that ForrestBrown are easy to talk to, have a great understanding of their businesses and have been extremely efficient. They are delighted with the financial benefit they receive. I would recommend other accountancy practices to get in touch with ForrestBrown as it’s a great way to deliver a high quality R&D tax credit service.
Google review
What sets ForrestBrown apart is the breadth and depth of their expertise: this enabled them to understand our business and our technology challenges in detail very quickly, which in turn made the engagement process very efficient for our busy team.
Sector specific support
We help this Top 40 firm with sector-specific R&D claims.
Every client I’ve referred has loved ForrestBrown’s way of working. It’s a great addition to Old Mill’s client service.
Aisha Perrott AAT CTA, R&D tax specialist, Old Mill
A specialist manufacturer
Using the money received from R&D tax credits, this specialist manufacturer set up an apprenticeship programme.
Martin Davis, Finance Director, Zenobe Energy
I can’t state how highly it was the right choice we came to you guys. It’s been a rare occasion that I’ve come across a firm that had mastery of their field comparable.
An engineering business
This thermal engineering firm have seen the benefit of R&D tax credits over many years, and were able to hire more engineers over time as a result of R&D credits.
HMRC enquiry support
We help accountants minimise the risk of enquiry to clients.
We’re working with ForrestBrown to support our clients in identifying projects that qualify, particularly in identifying project boundaries, while we take care of the tax side of things. By bringing ForrestBrown in early, we can drastically reduce the risk of an HMRC enquiry.
Allison Walker, Director, Freestone Jacobs
Previous events for our accountants partners
3 ways to sense check your R&D tax credit claim
Digital and software businesses are at the forefront of innovation, yet many aren’t getting the financial reward they deserve for these projects. Join sector specialist and former digital agency director, Rob Lowe, and director, Adam Kotas to learn how to sense check your R&D tax credit claim.
ForrestBrown Think Tank 2018
For our inaugural Think Tank of senior leaders from professional services firms came together to explore some of the most pressing issues affecting our industry. During the course of the day, expert speakers shared their thoughts on a range of topics, including cybersecurity, talent development and the state of business in the UK.
ForrestBrown’s accountants dinner 2019
In 2019, we brought our accountant partners together at The Ned in London for a networking dinner and A-Z of R&D quiz hosted by ForrestBrown director and policy-level influencer, Jenny Tragner, with help from sector specialists from within ForrestBrown’s multidisciplinary team.
Strengthen your business debt-free with R&D tax credits
Business in all sectors have had to adapt to challenges during lockdown. But we are here to help. Our webinar explains how R&D tax credits can help strengthen your businesses: the incentive is a quick, debt-free and safe source of cash to help you be resilient for the year ahead – and many years to come.
HMRC enquiries: The inside track
Director Jenny Tragner CTA, enquiry expert James Dudbridge LLB, and not one but two former HMRC inspectors give you the inside track on the enquiry process. In just 30-minutes, you’ll find out; how to protect your clients, what triggers an enquiry from HMRC, and how to respond to an enquiry to get the best result for your clients.
Packaging R&D: Unwrap bigger business benefits
Join R&D tax credit expert Adam Kotas CTA and materials scientist Pete Beavis MScI, PhD for a 30-minute webinar and learn about how businesses throughout the packaging supply chain can qualify for valuable funding with R&D tax credits, and how your clients’ everyday activities may count as qualifying R&D activity.
How can we help
To find out more about how we might be able to help you and your clients, please do get in touch.
