1. Our people
  2. Advisory practice

Our people

You’ll find us different to other R&D tax credit advisers. We’re chartered and we combine specialist R&D tax credit knowledge with real passion, enthusiasm and energy for helping innovative businesses grow.

Our team is 140+ strong and is made up of chartered tax advisers, chartered accountants, lawyers, sector specialists, former HMRC inspectors and quality assurance experts.

  • 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.
    Adam Kotas director
  • 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.
    Jenny Tragner 2019
  • James Dudbridge

    Associate 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.
    James Dudbridge
  • Mark Andrew

    Senior Tax Specialist and ex-HMRC Inspector

    • Provides strategic advice via our advisory and enquiry support services.
    • Joined HMRC in 1984, specialising in R&D tax in 2006.
    • Also shares his technical knowledge via our in-house training program.
  • Malcolm Henderson

    Senior Tax Specialist and ex-HMRC Inspector

    • Supports our quality assurance team and enquiry support service.
    • Worked with HMRC for 26 years including as a specialist R&D tax inspector.
    • Provides valuable insight into HMRC's working practices.
    Malcolm Henderson - Technical specialist and former HMRC inspector
  • Jayne Stokes ACA

    Senior Tax Advisory Specialist

    • ACA qualified with years of experience.
    • Former director at a Big Four firm, responsible for global mobility services in the Middle East.
    • Advises innovative businesses on R&D tax reliefs.
  • Peter Beavis MSci PhD

    Senior Sector Specialist

    • Doctorate in chemistry and granted a patent for a polymeric material.
    • Chemicals/materials specialist who helps translate clients' projects to HMRC.
    • Commendation from the MoD chief scientific adviser.
    Peter Beavis Sector Specialist
  • Tom Heslin MSc

    Senior Sector Specialist

    • Leads our sector specialist team and helps optimise software R&D tax credit claims.
    • On the HMRC subcommittee that issued software guidance for R&D tax credits.
    • Masters in medical image computing.
    Tom Heslin technical specialist
  • Phil Smith CTA

    Senior Tax Manager

    • Provides a range of specialist R&D tax advisory services to our clients.
    • Qualified chartered tax adviser (CTA) with over a decade of experience in tax.
    • Advised hundreds of businesses on R&D tax relief.
    Phil Smith senior tax manager
  • Tree MA(Cantab) MBCS

    Sector Specialist

    • Hardware and software specialist who helps translate our clients' projects for HMRC.
    • Former CTO with experience in games programming, big data, AI, databases and IoT.
    • Studied Optoelectronics.
    Tree - sector specialist
  • Mike Harrison BSc Eng ACGI MNI

    Sector Specialist

    • 35+ years' of construction, manufacturing and marine engineering experience.
    • Graduated from Imperial College in mechanical engineering.
    • Built his own eco-home on the Severn Estuary.
    Mike Harrison
  • Elizabeth James CTA

    Senior Tax Manager

    • CTA qualified, the gold standard in tax.
    • Extensive experience as a tax lawyer for a national firm.
    • Advises clients on HMRC enquiries, driving them to resolution.
  • Millie McNeill MAAT

    Tax Consultant

    • Provides a range of specialist R&D tax advisory services to our clients.
    • Qualified member of the Association of Accounting Technicians (MAAT).
    • Formerly a member of our quality assurance team.
    Millie McNeill tax associate
  • Rhiannon Searle

    Research Consultant

    • Provides a range of specialist R&D tax advisory services to our clients.
    • Working towards her ATT qualification.
    • Supports clients to communicate complex technical projects to HMRC.
    Rhiannon Searle - tech associate

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.

The QA team

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.