Kelly Oakley has recently joined the R&D tax team as Tax Manager, to manage the R&D tax claims process for our fast growing client base. Kelly joins us from a boutique tax consultancy in Bath, where she’s worked since 2011. She previously managed a portfolio of Ultra High Net Worth clients, and the tax affairs of owner managed businesses across the South West. Kelly has worked in taxation since 2007, when she joined RSM Tenon, which is now part of the top ten firm Baker Tilly. Kelly is a Chartered Tax Adviser, and she completed her final CIOT qualifications in 2012.
Prior to RSM, Kelly studied Mathematical Sciences at the University of Birmingham. Kelly enjoys a keen passion for travelling, and over the past few years has travelled extensively, visiting South East Asia on a number of occasions. She is particularly fond of her trips to Burma, Indonesia and New Zealand, and she hopes to one day return to Burma, to return to teaching local children to learn English.
After a few weeks Kelly is already getting stuck in with a variety of R&D claims, she’s already submitted a number of claims to HMRC, and is particularly fond of the work she’s completed for our manufacturing and renewable energy clients. Kelly is looking forward to increasing the number of architectural practices that we work with, as she’s always had a interest in architecture. Historically, the rate of R&D claims submitted to HMRC from architectural firms has always been low despite British architectural practices being amongst the world’s most innovative. Architecture is one of the most knowledge rich disciplines imaginable, drawing on a huge variety of processes and skills, which by their nature can qualify for substantial corporation tax savings.
Kelly has worked with the majority of the ForrestBrown team in the past in various capacities at her previous firms, she commented “It’s great to be surrounded by so many of the same faces that I’ve worked with previously, it already feels like home. I’m really enjoying learning about the intricacies of some of our clients’ businesses and achieving savings that help our clients’ to invest further in developing their companies”.