Manufacturing R&D tax advice tailored to your business
Approached correctly, R&D tax relief can transform a manufacturing business. Speak to our team of chartered tax advisers, mechanical engineers and former HMRC inspectors for specialist guidance tailored to you.
R&D in manufacturing
The UK manufacturing industry faces a triple threat: Low productivity, skills shortages and ongoing disruption caused by a changing political landscape. And with ambitious Net Zero targets in place and a ‘Build Back Better’ agenda, now is a critical time for manufacturers.
We know the answer to these challenges: innovation. More and more manufacturing and industrial processes are being automated using modern smart technology. Automation means more productivity, lower costs and, vitally, being less prone to sudden shocks and downturns.
The Fourth Industrial Revolution is well underway. Almost three-quarters of R&D taking place in the UK (69%) is manufacturing innovation. While these investments are essential, they are also capital intensive.
R&D tax relief can make these costs much more manageable – and unlock cash for further investment. At ForrestBrown, we work with manufacturing businesses like yours, to support the ongoing transition to Industry 4.0.
Qualifying R&D in the manufacturing industry
Even as an innovative business you may be surprised to know the extent of manufacturing projects that can qualify for R&D tax credits.
Qualifying R&D can be found across a diverse range of manufacturing businesses. From pioneering a new anaerobic fermentation method for coffee cherries to curbing unnecessary use of plastic in production to meet green targets, the scope of R&D in manufacturing is vast.
Examples of manufacturing R&D include:
- The development, testing and trialling of new products.
- The digitisation of previously manual machining processes.
- Developing new forms of environmentally-friendly packaging.
- Developing specialised tools to meet high-specification product designs.
- Changing an existing production process to comply with changing regulations.
- Integrating new technologies with legacy back-end systems.
- Making mechanical or digital modifications to production lines to increase productivity.
R&D sub-sectors in the manufacturing industry
Manufacturers we’ve helped
From industry disruptors to established leaders, ForrestBrown has been helping manufacturing businesses get the most out of these powerful incentives for many years.
Read about our work with clients across UK manufacturing:
Colin Jones, Managing Director, Bespoke Handling Equipment
When we met the team at ForrestBrown, we knew right away that they were the right fit for us. It really appealed to us that they didn’t have tie-in contracts and just wanted to do an excellent job.
Alan Ramsay, Finance Director, Dartington Crystal
Although I’m often called by advisers looking to take care of our R&D tax relief claim, I’ve never been tempted to explore their claims. ForrestBrown’s team of tax advisers and sector experts from industry give me the confidence that their advice is in the best interest of Dartington Crystal.
R&D tax relief for manufacturers
It was thanks to the sector-specific knowledge ForrestBrown has. We can discuss our work in great depth. There is always someone who speaks our language and identifies what we’re doing.
Andrew Banks, Director, Alfaholics
Angela Phillips, Finance Director, CDW Systems
We’ve been working with ForrestBrown for several years now and the funding we’ve received has made a great impact on the business. Not only have we made significant savings on our corporation tax bill, I’m proud to say that we now truly embrace innovation.
A food manufacturer
This dairy products manufacturer introduced a cooling element to their yoghurt fermentation process. The standard method of cooling altered the yoghurt’s flavour, so they designed a new process that cools and ferments the product simultaneously. They received £198,000 for their innovative work.
Stan Bond, Director, Principal Doorsets
I can say with confidence that ForrestBrown are true experts in R&D tax incentives. Their understanding of both the tax rules and our sector makes entrusting them with our claim a no-brainer.
Michael Wiper, Founder & Managing Director, Wiper & True
We spoke with several providers before choosing ForrestBrown. After researching the market, we found their diverse team of experts to be the most credible and professional.
A precision equipment manufacturer
This business designed an anti-static and aseptic weighing scale to be used in the pharmaceutical industry. Existing models no longer met the current safety standards, so they developed an entirely new product, receiving over £125,000 for their work.
Assembling the best team for you
ForrestBrown’s team is available for your business on your terms. Whether that means delivering your full manufacturing R&D claim, or offering specialised advice tailored to your specific circumstances, our team of consultants is here to help.
Our manufacturing industry specialists boast unparalleled insight into your R&D, while our chartered tax advisers and accountants oversee your claim and analyse your costs. With HMRC scrutiny at an all-time high, our work is always checked by an in-house quality assurance team – including former HMRC inspectors – to mitigate enquiry risk.
Peter Beavis MSci PhD
Senior Sector Specialist
Peter is a chemicals and materials specialist at ForrestBrown and a chartered scientist. He supports the tax team in their work, in particular for companies in the chemical, pharmaceutical, manufacturing, engineering and food sectors.
Peter gained a degree in chemistry from the University of Nottingham. He followed up with a doctorate in organic chemistry with a focus on the development of novel chemical reactions. During this time he undertook several placements in the pharmaceutical industry.
After completing his studies, he worked at Mars as a chocolate scientist on formulations for improved shelf life. Peter then moved into the defence sector where he was involved in the development of a range of high performance materials. He has authored numerous papers and spoken at international conferences on the synthesis and characterisation of novel polymers and materials.
Notably, Peter has had a patent granted for a new heat and radiation stable polymer. And he has been awarded a Ministry of Defence chief scientific adviser commendation, recognising the high calibre of his research and development and strong international collaborations.
Peter is well-versed in the wide range of chemical and material characterisation techniques and modern manufacturing technologies. At ForrestBrown he applies his experience to support the R&D tax claims process, bridging between the technical detail and the relevant tax legislation.
Senior Sector Specialist
Robin has a background in mechanical engineering, gained through extensive industry experience in automotive engineering. It was this that he studied at the University of Leeds before going to work for a Tier 1 supplier to the automotive industry. Robin spent five years at this manufacturer developing sealing systems for companies including Toyoda Gosei, Honda and Aston Martin.
He moved to Bentley and had the opportunity to broaden his experience to whole closure systems (bonnets, doors, tailgates etc.). First working on other sub-systems like hinges and latches, and then managing at a systems integration level ensuring that individual components worked together. During this time Robin worked on the Mulsanne, Flying Spur, Bentayga and GT.
Ten years on, Robin switched to Dyson to work on their electric vehicle project. He was the engineering manager for closures. As part of this role he managed a large team and had ownership of the body test facility. There were many technical challenges to overcome, creating lightweight yet premium solutions for this electric vehicle. Several uniquely innovative designs were produced, including one which has been registered for a patent with Robin as an inventor.
Robin brings this wealth of mechanical and electromechanical engineering experience to ForrestBrown. As one of our sector specialists, he works with the competent professionals at client companies to articulate precisely where the activities which qualify for R&D tax credits occur.
Jenny Tragner CA ATT
Jenny is a chartered accountant with almost 20 years of experience working in tax. In that time, she’s worked on R&D tax relief claims for some of the UK’s best-known innovators, from big pharma to vehicle manufacturers to household FMCG brands.
As one of the UK’s leading R&D tax policy experts, Jenny often helps our clients with specialist insight and highly technical queries related to the incentive. She works across the business, helping ForrestBrown’s teams deliver cutting-edge services to UK businesses.
Jenny holds a seat on HMRC’s R&D consultative committee. She is a passionate advocate for UK businesses, helping to deliver positive changes to policy and setting the agenda on R&D tax relief.
Most recently, Jenny worked with, among others, the Chartered Institute of Taxation, UK Research & Innovation, Creative Industries Federation and the Confederation of British Industry on a comprehensive response to the government’s wide-ranging consultation on R&D tax reliefs.
With a keen interest in professional standards, in 2019 Jenny initiated the CIOT/ATT working group that drafted the Professional Conduct in Relation to Tax (PCRT) guidance for R&D tax credit advice. This guidance is endorsed by all of the major accountancy and tax bodies and sets the standard for all professionally regulated R&D tax advisers, helping to ensure that UK businesses will be able to claim the incentive with confidence for many years to come.
Jenny chose to specialise in R&D tax in 2007 and before joining the ForrestBrown team, accumulated significant experience, including a decade with KPMG.
Senior Tax Specialist and ex-HMRC Inspector
Mark was one of the original tax inspectors assigned to the specialist HMRC R&D units when they were formed in 2006. And he worked in the Croydon unit until 2018. He helped companies use the incentive and ensured they followed the rules. The wealth of experience Mark accumulated is now delivered to ForrestBrown clients through our enquiry support service.
Having been at the tax authority since 1984, Mark actually specialised in HMRC enquiries long before his time at the R&D unit. In 1990, his principal role became conducting full enquiries into companies. This included those who had made honest technical errors and, in more serious cases, those suspected of committing tax avoidance or evasion.
Mark’s technical knowledge of the R&D tax credit legislation is vast and means his experience encompasses the broader tax landscape as well as HMRC’s enquiries processes. With this knowledge, Mark is well placed to provide expert advice on how best to resolve an enquiry.
In addition to his work in enquiry support, Mark contributes to our in-house development programme, the Learning Lab. By sharing his knowledge and experience he helps the next generation of tax professionals at ForrestBrown to thrive.
Find out about a typical day for Mark Andrew in our meet the expert series.
Phil Smith CTA
Senior Tax Manager
With a growing interest in innovation, Phil joined ForrestBrown in 2014 to work with our manufacturing and engineering clients. He trained at Cooper Parry in Nottingham and qualified as a chartered tax adviser in 2009. Phil then moved to Burton Sweet and later Hazlewoods, where he advised owner-managed businesses on personal and corporate taxation. He brings over a decade of experience to our team.
James heads up ForrestBrown’s advisory practice. His team offer specific aspects of ForrestBrown’s award–winning R&D tax credit expertise on a consultative basis to businesses and accountants. This can mean support resolving an enquiry, risk-assessing a claim or help setting up effective processes to create robust R&D claims.
James’s background is as a tax lawyer and alongside his leadership of our advisory team, he is particularly focused on assisting clients who use our HMRC enquiry support service. With over a decade specialising in tax, he provides an incisive legal perspective when deciding upon initial strategy and in pursuing a negotiated settlement.
James trained and qualified as a solicitor at a top London law firm, before relocating to Geneva for four years to help set up the firm’s Swiss office. His brief meant that he was involved in a large number of voluntary tax disclosures to HMRC, as well as advising clients on HMRC enquiries and discovery assessments.
On returning to the UK, James worked for a second leading UK law firm, before joining the ForrestBrown team. James brings invaluable legal insight to our enquiry support and wider client services.
Rebecca Wass CTA
Senior Tax Manager
Rebecca brings many years of experience to ForrestBrown, having worked for both Big Four and Top 10 firms focusing on corporate tax. Between these roles, she saw a different side to the tax industry during a training and development position for software company Tax Computer Systems. Here she helped tax professionals around the UK get to grips with their flagship software, Alphatax. Rebecca is CTA qualified and enjoys exploring beyond the finance function of businesses to uncover all their R&D.
Jayne Stokes ACA
Jayne is an experienced chartered tax adviser – both in the UK and overseas. She began her career at Deloitte in 2006 where she was based in the entrepreneurial business tax practice. There she studied for her ACA qualification.
In 2010 she moved to Dubai to help establish Deloitte’s international tax practice for the Middle East region. She managed a diverse portfolio of clients from, and investing into, the region: large multinationals, owner managed businesses, start-ups and freelancers. Over the course of ten years she oversaw the growth of Deloitte’s Iraq tax services, leading a team delivering across all aspects of corporate taxes, employee taxes and transactional and structuring work. Jayne also had overall responsibility for global mobility services in the Middle East.
Joining ForrestBrown in 2020, Jayne is part of our advisory practice. She supports innovative businesses in understanding how they can benefit from R&D tax credits and ensuring their claims are as robust as they can be.
Why choose ForrestBrown
What does the best R&D tax advice for your manufacturing business look like? The answer is unique to you. ForrestBrown will customise our service to match your requirements. Whether that’s handling your entire claim, or supporting you with specific expertise on a consultancy basis.
R&D, especially in the manufacturing industry, encompasses a wide array of different work. Don’t cram your diverse innovation into a rigid R&D tax service. ForrestBrown’s flexible approach helps you make claims that are robust, cost-effective and timely.
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