1. Our people
  2. R&D tax credit 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.

  • Lisa-Marie Smith CTA

    Director

    • Leads our R&D tax credit practice nurturing talent and growing the next generation of leaders.
    • Chartered tax adviser (CTA) and solicitor.
    • Winner of Tolley Taxation's Rising Star award 2017.
    Lisa-Marie Smith director
  • Tom Jones ATT

    Associate Director

    • Heads up the ForrestBrown R&D tax credit practice.
    • Associate of Taxation Technicians (ATT).
    • Over a decade of experience in tax and trained at a Big Four firm.
    Tom Jones senior tax manager
  • Chris Alderson CTA

    Senior Tax Manager

    • Qualified chartered tax adviser (CTA).
    • Tax team lead with more than a decade of tax experience including at the Big Four.
    • University of Bristol graduate with a masters in economics.
    Chris Alderson senior tax manager
  • Ben Goad CTA

    Senior Tax Manager

    • Qualified chartered tax adviser (CTA).
    • Team lead with more than 15 years' experience in tax.
    • Degree in politics and international relations from the University of Reading.
    Ben Goad senior tax manager
  • Johnny Black ACA

    Tax Manager

    • Qualified chartered accountant (ACA).
    • Background in insolvency consultancy services.
    • University of Cardiff business economics graduate.
    Johnny Black tax consultant
  • Gemma Brown ATT

    Tax Manager

    • Associate of Taxation Technicians (ATT).
    • Working towards chartered tax adviser qualification (CTA).
    • University of Wales primary studies graduate and former teacher.
    Gemma Brown tax associate
  • Kate Coombs

    Client Relations Manager

    • Manages client relations to ensure outstanding client service.
    • Bournemouth University international business studies graduate.
    • Background in business planning and performance management.
    Kate Coombs - Client Relations Manager
  • Louise Davidson CA

    Tax Manager

    • Qualified chartered accountant (CA).
    • Joins from the Big Four with a number of years' experience as a tax consultant.
    • University of Auckland accounting and commercial law graduate.
    Louise Davidson - tax consultant
  • Rebecca Fry

    Tax Manager

    • Institute of chartered accountants (ACA) part qualified.
    • Background in personal taxation for high net worth individuals.
    • University of Essex Accounting and Finance graduate.
    Rebecca Fry tax consultant
  • Katy Long CTA ACA

    Tax Manager

    • Qualified chartered tax adviser (CTA) and chartered accountant (ACA).
    • Trained at a Big Four accounting firm.
    • University of Exeter business and accounting graduate.
    Katy Long - Tax consultant
  • Alonso Martín-Moreno Redondo

    Tax Manager

    • More than 13 years’ experience as an industrial design engineer and tax consultant.
    • International exposure to R&D tax incentives.
    • Helps innovative businesses maximise innovation funding.
    Alonso Martin-Moreno Redondo
  • Daniel Middleton CTA

    Client Relations Manager

    • Qualified chartered tax adviser (CTA).
    • Client relations manager with more than 7 years servicing clients in a variety of taxation services.
    • University of Aston business and management graduate.
    Daniel Middleton Tax Consultant
  • Orla Shanagher CTA ACA

    Tax Manager

    • Qualified chartered tax adviser (CTA) and qualified accountant (ACA).
    • Background in personal taxation for high net worth individuals.
    • Trained at a Big Four firm.
    Orla Shanagher - Tax consultant
  • Helen Warren CTA

    Tax Manager

    • Qualified chartered tax adviser (CTA).
    • Background as a corporate tax adviser.
    • Trained and gained ATT qualification with regional accounting firm.
    Helen Warren tax consultant
  • Joe Ballard

    Tax Consultant

    • Studying towards his joint CTA and ACA qualifications.
    • Interned in Brussels working on EU research.
    • University of York politics and international relations graduate.
  • James Barry ATT

    Tax Consultant

    • Associate of Taxation Technicians (ATT) and studying towards CTA qualification.
    • Background in personal tax at a top accountancy firm.
    • Oxford Brookes University accounting and finance graduate.
    James Barry ForrestBrown
  • Nikhil Bhatia

    Tax Consultant

    • Studying towards a his ATT qualification.
    • Experienced in delivering R&D tax incentives to range of clients.
    • University of Bristol maths graduate.
    Nikhil Bhatia tax associate
  • Joanne Chance CA

    Tax Consultant

    • Qualified chartered accountant and ICAS tax professional.
    • 7 years' of experience at a Big Four accounting firm.
    • University of Bristol geography graduate.
    Joanne Chance
  • Oliver Clapp ACCA

    Tax Consultant

    • Association of Certified Chartered Accountants qualified (ACCA).
    • More than 5 years' accounting experience.
    • University of Cardiff accounting and finance graduate.
    Oliver Clapp tax consultant
  • Lloyd Coulson ATT

    Tax Consultant

    • Studying towards chartered tax adviser qualification (CTA). Associate of Taxation Technicians (ATT).
    • University of the West of England geography graduate.
    • Qualified secondary school teacher.
    Lloyd Coulson - tax associate
  • Charlotte Daniels

    Tax Consultant

    • Institute of Chartered Accountants part qualified (ACA).
    • Gained experience via a number of accountancy placements.
    • University of the West of England accountancy and finance graduate.
    Charlotte Daniels Tax associate
  • Elizabeth Fry AAT ACCA

    Tax Consultant

    • Association of Certified Chartered Accountants qualified (ACCA).
    • Background in management accounting for large corporates.
    Elizabeth Fry
  • Isaac Greenbury

    Tax Consultant

    • Studying towards chartered tax adviser qualification (CTA).
    • Undergraduate and master’s degrees in physical geography and geoscience at UCL.
    Isaac Greenbury Tax Associate at ForrestBrown
  • Lucy Holkham

    Tax Consultant

    • Studying towards chartered accountant qualification (ACA).
    • Formerly in audit at a top ten accountancy firm.
    • University of Birmingham physiotherapy graduate.
    Lucy Holkham - Tax associate
  • Matthew Jones

    Tax Consultant

    • Association of Accounting Technicians part qualified (AAT).
    • Over 5 years' experience working in a range of tax consultancy roles.
    • Trained at a top ten accountancy firm.
    Matthew Jones
  • Tomi Odutola

    Tax Consultant

    • Studying towards Association of Taxation Technicians qualification (ATT).
    • Previous experience at an investment management firm.
    • Masters in financial economics from the University of Birmingham.
    Tomi Odutola tax associate
  • Alex Oliver PhD

    Tax Consultant

    • Studying towards chartered tax adviser qualification (CTA).
    • Holds two patents for novel polymers.
    • Degree and PhD in chemistry from the University of Bristol.
    Alex Oliver - Tax associate
  • Lucy Painter ATT

    Tax Consultant

    • Associate of Taxation Technicians (ATT).
    • Background in personal taxation for high net worth individuals.
    • Trained and qualified at a Big Four accountancy firm.
    Lucy Painter
  • Adam Palmer CTA

    Tax Consultant

    • Qualified chartered tax adviser (CTA).
    • Background in personal taxation for high net worth individuals.
    • Trained and gained qualifications with top accountancy firm.
    Adam Palmer
  • Zoe Rose

    Tax Consultant

    • Studying towards chartered accountant qualification (ACA).
    • Gained accounting experience with leading facilities management company.
    • University of the West of England accounting and finance graduate.
    Zoe Rose tax associate
  • Rebecca Smyth ATT

    Tax Consultant

    • Associate of Taxation Technicians (ATT).
    • Formerly with a Big Four accounting firm.
    • Cardiff University economics graduate.
    Rebecca Smyth tax consultant
  • Robert Waterhouse

    Tax Consultant

    • Association of Taxation Technicians part qualified and studying towards CTA.
    • Mechanical engineer expert with a passion for innovation.
    • University of West of England mechanical engineering graduate.
    Rob Waterhouse - Tax associate
  • Emily Williams

    Client Relations Consultant

    • Supports client through their claims to ensure outstanding client service.
    • University of York sociology graduate.
    • Qualified primary school teacher.
    Emily Rose Williams - Client Relations Associate
  • Sam Wood ACA

    Tax Consultant

    • Qualified chartered accountant (ACA).
    • Worked and trained with regional accountancy firm.
    • University of Birmingham history graduate.
    Sam Wood - Tax consultant
  • Charlotte Alexander

    Tax Consultant

    • Association of Certified Chartered Accountants part qualified (ACCA).
    • Accounting experience in a number of regional accountancy firms.
    Charlotte Daniels tax consultant
  • Hannah Benyon

    Tax Associate

    • Studying towards a joint CTA/ACA qualification.
    • Trained as an accountant at top accounting firm.
    • University of Exeter biochemistry graduate.
    Hannah Benyon
  • Max Brough

    Tax Associate

    • Studying towards Association of Taxation Technicians qualification (ATT).
    • Formerly with Jaguar Land Rover and expert in engineering R&D.
    • University of East Anglia politics graduate.
    Max Brough tax associate
  • Emily Carden

    Tax Associate

    • Studying towards her joint ACA and CTA qualifications.
    • University of Bristol economics and management graduate
    • Experience at a Big Four accountancy firm.
    Emily Carden - Tax associate
  • Laura Eastman

    Tax Associate

    • Studying towards a ATT/CTA qualification.
    • Background in financial recruitment.
    • University of Southampton maths and economics graduate.
    Laura Eastman
  • Rory Farrell

    Tax Associate

    • Studying towards a ATT/CTA qualification.
    • Studied abroad at the University of Hong Kong.
    • University of Bristol economics graduate.
    Rory Farrell
  • Ellie Fitzpatrick-Nayak

    Tax Associate

    • Law graduate from the University of Bristol.
    • Helps innovative businesses optimise R&D tax credit claims.
    • Working towards her ATT and then CTA qualifications.
    Ellie Fitzgerald-Nayak
  • Julian Ford

    Tax Associate

    • Studying towards a joint CTA/ACA qualification.
    • Accountancy masters from University of London, Birkbeck.
    • University of Bristol electrical engineering graduate.
    Julian Ford tax associate
  • Jim Haire AAT

    Tax Associate

    • Associate of Accounting Technicians (AAT) and studying towards joint ACA/CTA qualification.
    • Background in management accounting for the NHS.
    • Former aircraft mechanic with British Airways.
    Jim Haire
  • Pippa James

    Tax Associate

    • Studying towards Association of Taxation Technicians qualification (ATT).
    • Formerly worked at a specialist tax consultancy.
    • UWE business management with accounting and finance graduate.
    Pippa James
  • Harry Jones

    Tax Associate

    • Studying towards Association of Taxation Technicians qualification (ATT).
    • Gained accounting experience with facilities management company.
    • University of Surrey accountancy and finance graduate.
    Harry Jones tax associate
  • Kiran Joshy

    Tax Associate

    • Studying towards joint CTA / ACA qualifications.
    • Former market intelligence analyst for well known brand.
    • University of Swansea economics and finance graduate.
    Kiran Joshy Tax Associate at ForrestBrown
  • Jared Nguyen-Lee

    Tax Associate

    • Studying towards his ATT and CTA qualifications.
    • Experience working in finance for the NHS.
    • University of Sheffield economics graduate.
    Jared Nguyen-Lee
  • Kristian Ross

    Tax Associate

    • Association of Certified Chartered Accountants part qualified (ACCA).
    • Background in financial analysis and management accounting.
    • University of Roehampton Accounting graduate.
  • Bryony Shadbolt

    Clients Relations Associate

    • Supports client through their claims to ensure outstanding client service.
    • Former account manager at a marketing agency.
    • Oxford Brookes business and marketing management graduate.
    Bryony Shadbolt ForrestBrown
  • Muddasir Shakil

    Tax Associate

    • Studying towards a joint CTA/ACA qualification.
    • Background in in-house management accounting.
    • University of Dundee financial economics graduate.
    Muddasir Shakil - tax associate
  • Kelly Smith MSc

    Client Relations Associate

    • Supports client relations to ensure outstanding client service.
    • University of the West of England international management masters.
    • Abilene Christian University (USA) business management graduate.
    Kelly Smith - Client relations associate
  • Abigail Tacchi

    Tax Associate

    • Studying towards chartered accountant qualification (ACA).
    • More than 10 years' experience with a leading insurance firm.
    • Holds two bachelors degrees including one in accounting and finance.
    Abi Tacchi - Tax associate
  • Holly Washington

    Tax Associate

    • Studying towards Association of Taxation Technicians qualification (ATT).
    • Formerly worked as a secondary school teacher in the UK, Italy and United Arab Emirates.
    Holly Washington - tax associate
  • Evangeline Williams

    Tax Associate

    • Studying towards her chartered tax adviser qualifications (CTA).
    • Experience working in reconciliations for a large international business.
    • University of Bath maths graduate.
  • Jacob Darrall

    Tax Associate

    • Accounting and finance graduate.
    • Working towards his ATT and ultimately CTA qualifications.
    • Helps innovative businesses optimise their R&D tax credit claims.
    Jacob Darrall

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.