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Kelly Oakley associate director
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Kelly Oakley CTA

Associate Director

  • Qualified chartered tax adviser (CTA)
  • More than a decade of tax experience
  • Builds relationships with our accountant partners

Expertise & specialisms

  • UK taxation
  • Accountant partnerships
  • Client service

Kelly is an associate director at ForrestBrown. She is a chartered tax adviser with more than a decade of experience, and a key part of our business growth team.

After earning a BSc in Mathematical Sciences from the University of Birmingham, Kelly trained with a top accountancy firm and went on to specialise in R&D tax advice. She joined ForrestBrown as a tax manager in 2014 and progressed quickly into a senior tax manager role. Less than four years later, she became an associate director.

Since joining the company, Kelly’s skill and hard work have helped to deliver millions of pounds in R&D funding for ForrestBrown’s clients. Her focus is now on developing relationships with our accountant partners to maximise R&D income for them and their clients.

Kelly works closely with a wide range of the UK’s leading accountancy firms, tailoring each relationship to maximise the value we can add to our partners and their clients. With specialist experience supporting firms with their own R&D tax service line, Kelly brings years of knowledge working on complex R&D claims. In addition to supporting claims raised by our partners, Kelly helps ensure they are able to spot all the R&D activity within their client base.

Kelly is passionate about working with ForrestBrown’s innovative clients to help them to grow using R&D tax incentives. She also has a strong interest in design, including everything from chocolate moulds to animation and computer-generated imagery.

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