- 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 CTA
Director
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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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.
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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.
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Johnny Black ACA
Senior Tax Manager
- Qualified chartered accountant (ACA).
- Background in insolvency consultancy services.
- University of Cardiff business economics graduate.
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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.
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Katy Long CTA ACA
Senior 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.
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Daniel Middleton CTA
Senior 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.
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Charlotte Alexander
Tax Manager
- Association of Certified Chartered Accountants part qualified (ACCA).
- Accounting experience in a number of regional accountancy firms.
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Gemma Brown ATT
Tax Manager
- Association of Taxation Technicians (ATT) qualified.
- Working towards chartered tax adviser qualification (CTA).
- University of Wales primary studies graduate and former teacher.
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Oliver Clapp ACCA
Tax Manager
- Association of Certified Chartered Accountants qualified (ACCA).
- More than 5 years' accounting experience.
- University of Cardiff accounting and finance graduate.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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James Barry CTA
Tax Consultant
- Chartered tax adviser (CTA) and Associate of Taxation Technicians (ATT) qualified.
- Background in personal tax at a top accountancy firm.
- Oxford Brookes University accounting and finance graduate.
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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.
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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.
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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.
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Elizabeth Fry AAT ACCA
Tax Consultant
- Association of Certified Chartered Accountants qualified (ACCA).
- Background in management accounting for large corporates.
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Isaac Greenbury
Tax Consultant
- Studying towards chartered tax adviser qualification (CTA).
- Undergraduate and master’s degrees in physical geography and geoscience at UCL.
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Lucy Holkham
Tax Consultant
- Studying towards chartered accountant qualification (ACA).
- Formerly in audit at a top ten accountancy firm.
- University of Birmingham physiotherapy graduate.
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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.
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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.
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Lucy Painter ATT
Tax Consultant
- Association of Taxation Technicians (ATT) qualified.
- Background in employment tax.
- Trained and qualified at a Big Four accountancy firm.
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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.
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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.
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Rebecca Smyth ATT
Tax Consultant
- Association of Taxation Technicians (ATT) qualified.
- Formerly with a Big Four accounting firm.
- Cardiff University economics graduate.
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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.
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Emily Williams
Client Relations Consultant
- Supports client through their claims to ensure outstanding client service.
- University of York sociology graduate.
- Qualified primary school teacher.
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Sam Wood ACA
Tax Consultant
- Qualified chartered accountant (ACA).
- Worked and trained with regional accountancy firm.
- University of Birmingham history graduate.
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Hannah Benyon
Tax Associate
- Studying towards a joint CTA/ACA qualification.
- Trained as an accountant at top accounting firm.
- University of Exeter biochemistry graduate.
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Max Brough ATT
Tax Associate
- Association of Taxation Technicians qualified (ATT).
- Formerly with Jaguar Land Rover and expert in engineering R&D.
- University of East Anglia politics graduate.
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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.
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Laura Eastman
Tax Associate
- Studying towards a ATT/CTA qualification.
- Background in financial recruitment.
- University of Southampton maths and economics graduate.
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Rory Farrell
Tax Associate
- Studying towards a ATT/CTA qualification.
- Studied abroad at the University of Hong Kong.
- University of Bristol economics graduate.
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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.
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Julian Ford
Tax Associate
- Studying towards a joint CTA/ACA qualification.
- Accountancy masters from University of London, Birkbeck.
- University of Bristol electrical engineering graduate.
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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.
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Pippa James ATT
Tax Associate
- Association of Taxation Technicians qualified (ATT).
- Formerly worked at a specialist tax consultancy.
- UWE business management with accounting and finance graduate.
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Jared Nguyen-Lee
Tax Associate
- Studying towards his ATT and CTA qualifications.
- Experience working in finance for the NHS.
- University of Sheffield economics graduate.
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Kristian Ross ACCA
Tax Associate
- Association of Certified Chartered Accountants qualified (ACCA).
- Background in financial analysis and management accounting.
- University of Roehampton Accounting graduate.
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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.
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Muddasir Shakil
Tax Associate
- Studying towards a joint CTA/ACA qualification.
- Background in in-house management accounting.
- University of Dundee financial economics graduate.
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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.
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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.
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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.
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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.
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.