R&D tax services: claims and tailored support

The UK’s leading R&D tax specialist

For over a decade, we've helped forward-thinking businesses claim R&D tax relief with confidence.

Our adviser-led approach and proven methodology ensure:

  • All eligible R&D activity is captured year after year.
  • Disruption to your finance and technical teams is minimised.
  • Your claim is robust and compliant.

Whether you need end-to-end claim preparation or specialist consultancy advice, our support is tailored to your business.

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Speak to a specialist

To find out how we can help, complete the contact form and one of our experts will be in touch to discuss your business needs.

What sets ForrestBrown apart

Technical firepower

100-strong team of tax advisers, accountants, industry-experienced sector specialists and former HMRC inspectors. The perfect blend of expertise to support SMEs or large multinationals.

Industry leaders

We’ve been recognised as the Best Independent Consultancy Firm in the Tolley’s Taxation Awards three times in the last decade. We’re also a member firm of the Chartered Institute of Taxation (CIOT).

Planning ahead

We build in-house processes, forecast costs and provide insights to help businesses plan for future R&D claims. You’ll be well positioned to capture the full value of your claim, year after year.

Our methodology

Over the last decade, we’ve refined our methodology through more than 15,000 R&D claims. It’s tried-and-tested to deliver a simple and efficient process that saves your team time.

R&D tax services for you

Whether you need support preparing a claim, responding to an HMRC enquiry or support on more complex R&D matters, our expert team can help

Claim preparation

End-to-end management of your R&D claim, from initial assessment through to submission and liaison with HMRC.

HMRC enquiry support

If HMRC has opened an enquiry into your R&D tax relief claim, our experts can support you through the process and work towards the best possible outcome.

R&D tax consultancy

Specialist support for broader R&D consultancy projects, from claim and contract reviews to M&A due diligence and up-skilling your in-house team.

How we work with you

Identifying the relevant R&D scheme

There are four main routes to claiming R&D tax relief. The scheme that applies to you depends on the size of your business, the nature of your R&D and the accounting period.

We’ll help you identify the most appropriate scheme for your circumstances.

Merged scheme

For accounting periods beginning on or after 1 April 2024, companies of all sizes can claim through the merged R&D scheme.

ERIS

Enhanced R&D intensive support (ERIS) offers loss-making R&D intensive SMEs the opportunity to benefit from an enhanced rate of credit if they meet the threshold for eligibility.

SME R&D tax relief

For accounting periods starting before 1 April 2024, SMEs can benefit from SME R&D tax relief, worth up to 27p for every pound spent on qualifying expenditure between 1 April 2023 and 31 March 2024.

Our claims process

Our R&D tax specialists will draw on a wealth of expertise to support your claim. They’ll start by understanding your key claim deadlines and work with you to ensure a robust and timely submission. The process will typically follow six stages:

  1. 1

    Discovery and assessment

    Your dedicated point of contact will initiate your claim and work with you to identify the information needed to create it.

  2. 2

    Information gathering and analysis

    Our tax experts and sector specialists collaborate to uncover the full extent of your qualifying R&D. They then liaise directly with your finance and technical teams to gather the supporting information.

  3. 3

    Creating your R&D tax credit claim

    We will document your claim and gather the evidence required for HMRC. We explain how your activities and costs have been assessed in simple, easy-to-understand language.

  4. 4

    Approvals and submission

    We will share our reports with you for approval and explain our findings. We will file your R&D tax credit claim for you via your Corporation Tax return (CT600) or work with your accountant to do so.

  5. 5

    Dealing with HMRC on your behalf

    After we’ve submitted your claim via your CT600 we’ll keep in touch with HMRC to ensure a seamless process. In the unlikely event that HMRC opens a random enquiry, we can work with you to resolve this.

  6. 6

    Receiving your benefit and reinvesting

    You are rewarded for your investment in innovation. Your Corporation Tax bill will be reduced or your cash benefit paid into your bank account. That’s funding to support continued growth and reinvest in new R&D capabilities.

Success stories

Switching providers

If you’re already claiming with another provider, we understand that you may wish to speak to us as part of a formal tender process. We can discuss this with you in confidence and work with your incumbent adviser on a seamless transition.

The cost

We know that different types of business require different levels of support with an R&D claim. That’s why we don’t adopt a one-size-fits-all approach to our fees and instead offer options to best suit your needs, including:

Fixed fee

If you prefer certainty, we can agree a fixed fee for our work.

Contingency fee

You can opt to be charged as a percentage of the benefit you receive.

Combination

We can also offer a bespoke fee, which combines fixed and contingency.

R&D tax consulting services

Our tailored R&D support extends well beyond claim preparation to providing bespoke advice on all aspects of your R&D claim and wider innovation strategy.

Speak to us

We’re passionate about helping businesses access the valuable R&D tax relief for their innovation. Speak to our team to discuss your business today.