Meet the Team

Abbie has developed a strong foundation in sales since joining CBTax. She specialises in understanding client requirements and delivering structured, results-driven solutions. Her role focuses on building strategic relationships, identifying growth opportunities and driving measurable value for clients. She applies a consultative approach to support business development objectives and contribute to overall commercial performance.

Adam is an accomplished sales and business development leader with over a decade of experience across healthcare, media and waste management. He specialises in driving strategic growth, building high-performing sales teams and delivering measurable revenue results in competitive markets.

Combining strong commercial acumen with advanced IT expertise, Adam leverages data and technology to unlock new opportunities, improve performance and align strategy with execution. Known for his pragmatic leadership style, he fosters strong client relationships and collaborative team cultures that consistently deliver impact.

Alex holds an MSc in Neuropharmacology and a PGDL in Law from City St George’s, University of London. His combined scientific and legal training enables him to analyse complex engineering and manufacturing developments against HMRC’s CIRD81910 criteria, translating iterative design, testing and analysis into compliance-aligned R&D narratives. He excels at evidencing technological uncertainties and non-readily deducible advancements within process-driven innovation environments.

Amelia joined the CBTax team in January 2023 as Financial Administrator, bringing with her a foundation in financial analysis and operational leadership from the hospitality sector. Before joining CBTax, she advanced from Reservations Manager to Revenue Analyst, where she refined her skills in financial data interpretation and process optimisation.

At CBTax, Amelia plays a key role in supporting financial operations with precision and insight. She is results-driven and highly detail-oriented, known for her ability to analyse complex financial data, streamline workflows and contribute to effective financial management across the firm.

Amy uses her B2B face-to-face sales experience to build trusted relationships with businesses and identify opportunities that deliver clear commercial value. 

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Through proactive outreach and confident engagement with decision-makers, she connects organisations with solutions that support growth and innovation. With a growing focus on the biotech R&D sector, Amy combines analytical thinking and commercial insight to strengthen client partnerships and help advance their research and business objectives.

As an Accounting and Finance graduate, Artur applied his analytical and financial expertise to the R&D tax sector, specialising in technically complex claims across multiple industries. He works closely with technical teams to identify and articulate technological uncertainties into clear, HMRC compliant narratives supported by structured cost analysis. His commercially focused approach enhances claim robustness, mitigates enquiry risk and ensures clients realise the full value of their innovation activities.

With experience across financial services and professional services, Conor supports organisations in identifying and progressing strategic R&D Tax Credit opportunities. Holding a Bachelor’s degree in Business Management and a Professional Diploma in AI for Business, he combines commercial awareness with analytical capability. 

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Conor delivers value to clients through structured assessments, clear communication of complex concepts and a disciplined approach that helps businesses navigate advisory processes with confidence and clarity.

With a background in polymer physics, nanocomposite materials and advanced manufacturing R&D, Daniel combines doctoral-level research experience with hands-on product development and commercialisation to identify, analyse and substantiate qualifying activities across engineering and technology sectors. He works closely with technical teams to distil complex projects into clear, structured documentation grounded in scientific and engineering principles.

Danny specialises in technical process development and cost analysis. A graduate of Alliance Manchester Business School at the University of Manchester with a degree in International Business, Finance and Economics, he brings strong commercial and financial insight to R&D tax advisory. 

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His passion within this field ensures he focuses on ensuring claims are technically robust, financially accurate and strategically aligned to maximise client value.

Doua holds a degree in Law and International Relations and progressed through masters and SQE route. With experience in tax advisory and dispute resolution, she specialises in technical legal analysis and complex HMRC enquiries. Doua supports businesses through compliance checks and appeals, applying a structured, evidence-led approach to help achieve clear, robust and defensible outcomes for clients.

Emma brings a diverse commercial background across IT, technology, food and agriculture, enabling her to understand the challenges businesses face across multiple sectors. Her experience fosters a relationship-driven, commercially focused approach that helps identify practical opportunities for growth. By combining operational insight with strong client engagement, Emma supports organisations of all sizes in accessing valuable R&D funding.

Erin supports clients in preparing clear and robust technical narratives for UK R&D tax relief claims. With a background in medical science, she applies strong analytical skills to identify qualifying innovation, articulate technological uncertainties and evidence systematic development work in a compliant format. Her structured, detail-focused approach enhances report quality, improves client clarity and supports efficient claim delivery.

Evie Cooke holds a degree in Chemistry with Medicinal Chemistry and applyies this academic background to the technical assessment of R&D activity. Her expertise in data analysis and structured problem-solving supports the identification of scientific and technological advancements, the assessment of uncertainty and the preparation of robust technical narratives. Evie works closely with client technical teams to translate complex development work into concise R&D submissions.

Harvey is a graduate of The Manchester Metropolitan University, holding a BSc (Hons) in Accounting and Finance. He began developing his practical expertise through voluntary work with an accountancy firm prior to university, building a strong technical foundation early in his career. 

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He brings a diligent, analytical approach to his role, supporting the delivery of accurate, compliant and commercially focused advice that enhances the firm’s overall service offering.

Jacek holds a degree in Business Management from the University of Sheffield. He brings a strong background in commercial development, account management and client advisory services, with experience in identifying opportunities, managing stakeholder relationships and delivering measurable results. 

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His structured, consultative approach ensures clients receive clear guidance, an efficient process and a high standard of service throughout their R&D tax relief engagement.

Josh brings a commercially focused approach to supporting R&D tax relief delivery at CBTax. He works closely with clients and internal technical teams to identify qualifying activity, gather robust supporting evidence and ensure claims are prepared clearly and compliantly. His experience in client engagement and complex solution sales helps streamline the process, improve communication and deliver a consistent, high quality service that supports long term client relationships.

Lahreeb is an Accounting and Finance graduate with foundation experience in tax. Since joining the firm, she has further developed a strong understanding of tax compliance, financial reporting and regulatory requirements. Her attention to detail and analytical approach ensure accuracy and efficiency in her work. Lahreeb is committed to delivering a reliable and high quality service to our clients.

After qualifying in practice as a Chartered Tax Advisor, Lloyd progressed into various in-house tax roles as a Senior Tax Analyst, gaining broad commercial experience across complex tax matters. Lloyd returned to practice and since joining the team at CBTax, now specialises in R&D tax credits and legislative analysis.

In his role, he supports a diverse international client portfolio, providing practical guidance across multiple jurisdictions.