- Founded ForrestBrown in 2013.
- Qualified chartered tax adviser (CTA).
- Guides ForrestBrown’s management team and builds new external relationships.
Simon Brown CTA
Chairman & Founder
Our people
ForrestBrown’s team offers specialist technical expertise. We’re chartered and combine specialist R&D tax credit knowledge with real passion, enthusiasm and energy for helping innovative businesses grow.
Our team is 130+ strong and comprises chartered tax advisers, chartered accountants, lawyers, sector specialists, former HMRC inspectors and quality assurance experts.
- Leadership
- Education & awareness
- Advisory practice
- Quality assurance
- R&D tax credit practice
- Sector specialists
- Business support
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Sara Brigden
Managing Director
- Leads ForrestBrown, its operations and day-to-day performance.
- Drives ForrestBrown’s agenda to increase professionalism in the R&D tax relief industry.
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Leanne Davy
Director
- Legal counsel for ForrestBrown supporting HR, data protection, compliance and contracts.
- A qualified and experienced solicitor.
- Specialised in legal disputes, company, and employment law.
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James Dudbridge
Director
- Leads our Tax Advisory Practice.
- Qualified solicitor with more than 10 years experience in tax law.
- Provides technical and strategic advice to our clients, both SMEs and larger businesses.
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Adam Kotas CTA
Director
- Passionate about advising UK businesses on how to use R&D tax credits strategically.
- Responsible for expanding our reach to help more UK businesses grow.
- Chartered tax adviser (CTA) with 14 years' tax experience.
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Alex Price CTA
Director
- Leads our R&D tax credit partner programme for accountants.
- Responsible for expanding our reach to help more UK businesses grow.
- Chartered tax adviser (CTA) with 20+ years' tax experience in the Big Four.
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Lisa-Marie Smith CTA
Director & Vice-Chair
- Chartered tax adviser (CTA) and solicitor.
- Winner of Tolley Taxation’s Rising Star award 2017.
- Leads our R&D tax practice.
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Jenny Tragner CA ATT
Director
- Our technical director and ForrestBrown’s leading expert on R&D tax policy.
- Chartered accountant and ATT Fellow working in tax since 2002.
- Holds a seat on HMRC's R&D consultative committee.
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Andy Yeo ACMA
Finance Director
- CIMA qualified accountant.
- Models our future business growth.
- Experience in legal, healthcare & recruitment sectors and helping prepare owner-managed businesses for sale.
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Tom Jones ATT
Associate Director
- Heads up the ForrestBrown R&D tax credit practice.
- Association of Taxation Technicians (ATT) qualified.
- Over a decade of experience in tax and trained at a Big Four firm.
Want to work for us?
We’re ForrestBrown, and we were ranked in The Sunday Times best small companies to work for in 2018, 2019 and 2020. Regionally, we were ranked number one across all companies to work for in the South West in 2018. Everyone at ForrestBrown is valued for who they are as well as what they can do. We all share a common purpose: to help innovative businesses grow. If you’re thinking “where next?”, we’d love to hear from you.
Find out how we can help you
If you have questions about your eligibility for R&D tax credits, or how much they might be worth to your business, get in touch with our team.