skip to Main Content

Lisa Whitbread

Director – R&D Tax Specialist
Lisa_Whitbread_Close
Lisa_Whitbread_Full

Lisa leads the corporate tax team in our Poole office and specialises in all aspects of corporate and business taxes. She enjoys focusing on research & development (R&D) tax reliefs and corporate transactions to help growing business, as well as larger established businesses. Lisa started her career in HMRC before training with PKF Francis Clark and is now a chartered tax adviser with more than 17 years’ experience.

Lisa is part of the firm’s innovation and technology tax group, focusing on tax issues associated with intellectual property, R&D tax credits and the patent box regime. Lisa deals with R&D claims in many industry sectors but particularly focuses on manufacturing and engineering, together with the marine sector. Lisa has many years’ experience working with the marine industry and enjoys working with and leading the tax projects for Ineos Team UK. Lisa enjoys seeing clients develop their businesses through the use of R&D but also being able to help in maximising the benefit R&D relief can bring, to make sure businesses are able to reinvest and grow further.

Lisa is also involved in advising in a range of tax matters including corporate reorganisations, de-mergers, management buy outs, share schemes, capital allowances, employment related securities and entrepreneurs relief planning.

When she’s not working, Lisa enjoys keeping fit, training in Ju-Jitsu, looking after their seven cats and going to Walt Disney World!

Back To Top