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Kelly Oakley

Associate Director at ForrestBrown Limited

Kelly Oakley is an Associate Director at ForrestBrown Limited, a company specializing in research and development (R&D) tax credits consultancy.1 She is a chartered tax adviser with more than a decade of experience in the field.1 Kelly plays a key role in ForrestBrown's business growth team, focusing on developing relationships with accountant partners to support clients' goals.1

Kelly's career at ForrestBrown has been marked by rapid progression:

  1. She joined the company as a tax manager in 2014.1
  2. She quickly advanced to a senior tax manager role.1
  3. Less than four years after joining, she was promoted to associate director.1

In her current role, Kelly works closely with many of the UK's leading accountants, including top 50 firms.1 She tailors each relationship to optimize the value ForrestBrown can add to their partners and their clients.1 Kelly has specialist experience in supporting firms with their own R&D tax service line and brings extensive knowledge of complex R&D claims.1

Kelly's educational background includes:

  • BSc in Mathematical Sciences from the University of Birmingham1
  • Training with a top accountancy firm before specializing in R&D tax advice1
  • Qualification as a Chartered Tax Adviser2

Her contributions at ForrestBrown have been significant, helping to deliver millions of pounds in R&D funding for the company's clients.1 Kelly is passionate about working with ForrestBrown's clients to access R&D tax relief and explore opportunities across the wider innovation toolkit.1

Highlights

Feb 16 · linkedin

ForrestBrown is hosting an exclusive webinar for accountants to explore the latest changes to R&D tax relief, including new requirements for preparing a claim and looking ahead to the merged scheme which comes into force from 1 April 2024.

Register here: https://lnkd.in/esn_eKex

Jan 10 · linkedin

90% of business leaders don’t know tax advice (let alone R&D tax advice) is unregulated. The risks to businesses unknowingly engaging spurious advisers are severe. And as a host of policy shifts and changes come into effect, it’s never been riskier. This webinar, held alongside the AAT and Old Mill will help accountants understand the changing tax landscape. And then, apply that knowledge to protect clients.

Sign up here: https://lnkd.in/eqPGA5pr

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Kelly Oakley
Kelly Oakley, photo 1
Kelly Oakley, photo 2
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Location

Bristol, England, United Kingdom