Deloitte has the largest, most experienced Innovation tax team in the UK. Our investment in senior, industry experienced technical staff means we also cover the broadest areas of technical expertise of any adviser in this area in the UK. Out of our team of more than 30 dedicated R&D specialists, whose sole responsibilities are to assist clients in optimising their R&D claims, approximately one third are experienced technologists and engineers. We have adopted this model since the inception of the group in 2003 and our technologists now have a wealth of experience not just in technology but also in applying the definition of R&D for tax purposes within their specialist field and in agreeing those activities as eligible with HMRC. Our competitors cannot match this experience.
Carmen Aquerreta, LLM, MBA, MA Carmen heads our UK Innovation tax service line. Carmen has extensive multidisciplinary working experience with particular focus on project management. A qualified lawyer, Carmen has a broad international professional expertise that covers tax consulting and strategy and management consulting.
Carmen’s area of expertise includes oil and gas (in both the upstream and downstream sectors), utilities and large industrial and consumer goods conglomerates, and she plays a major role in the overall targeting activities of the group, particularly for large corporations. Her unusual background provides clients with the highest quality management and supervision of R&D projects.
Brian White BSc, ACA Brian White is a partner and founder member of the Innovation tax services practice and has a degree in Mechanical Engineering. Prior to joining the Innovation tax group Brian was an Audit partner and is an expert is accounting and costing systems and in running and managing complex projects.
Brian has always been interested in technology and since joining the R&D tax services group has helped clients from a number of industries compile and agree substantial R&D claims. His industry experience spans from Manufacturing and Defence to Telecommunications and Software. He includes amongst his clients some of the biggest and best known names in the technology and manufacturing arena.
Kylie is a partner and founding member of our multi-disciplinary national innovation tax team. Kylie has over 11 years' experience specialising in R&D tax relief in UK and in Australia. During this period Kylie has prepared and agreed R&D tax relief claims for a very wide range of clients and industries. She has also led the preparation and agreement of R&D Tax relief claims for some of the UK's largest organisations in the energy and infrastructure industry. Kylie has significant experience in implementing our methodology in a manner that ensures minimal impact on our clients and optimises the benefit available. Kylie is a qualified solicitor in NSW, Australia who joined Deloitte in 2002.
Kathie Haunton BSc (Hons), PhD, ACA, CTA Kathie is a director and founding member of the UK Innovation tax group based in Reading. She has more than 10 years of experience advising clients on corporate tax issues, following her transfer from audit and assurance.
Her experience within the Deloitte & Touche audit practice has given her a broad insight into the accounting and costing systems of companies, whilst her specialisation in corporation tax has led to an understanding of HMRC's approach and interpretation of the legislation. This wide range of experience enables her to assist clients with all aspects of their R&D claims, including detailed and complex HMRC enquiries and negotiations. Kathie has assisted a variety of companies with their R&D claims, including aerospace and defence manufacturers and engineering consultancies.
Kathie has a degree in Material Science and Technology and a PhD in Polymer Science from Brunel University.
Sandra Gilchrist BA (Hons) CTA Sandra is a director based in the Glasgow office and heads up our Innovation tax practice in Scotland. A qualified Chartered Tax Adviser, Sandra joined the Innovation tax group in 2004 having spent over 10 years in the corporate tax practice advising a broad range of clients on domestic and international tax matters.
Sandra currently advises a wide range of clients on all aspects of the UK R&D tax regime including engineering consultancies, speciality chemicals companies and companies based in the consumer business sector. She also assists her clients with complex negotiations and agreement of claims with HMRC.
David Byrne BSc(Hons), PGDip David, a director in the Innovation tax team, leads our team of IT Technologists and provides the software engineering and IT expertise vital to building robust Research and Development tax relief claims.
David has been involved in the scientific aspects of R&D Tax relief claims in both the UK and Canada. Within the UK David has led the engineering and technical activities for compiling and agreeing R&D Tax relief claims for some of the UK's largest IT organisations and across a number of industry sectors, including Financial Services, Aerospace and Defence.
David has over 20 years' experience in IT; leading global application development and infrastructure integration projects within FTSE100 companies and he has in-depth knowledge across many technical domains. David also co-authored the Intellect software R&D training course which he recently delivered to more than 50 HMRC specialist R&D inspectors.
David has a Bachelor's degree in Economics and post graduate studies in Computer Science.
Steve Blacker BSc (Hons), ACA, CTA
Steve is a director based in our Leeds and Manchester offices. Steve is a corporate tax specialist with a particular focus on the manufacturing, media, software, financial services and EIU industries.
Steve has over 11 years' experience working with large and small clients and since 2005 has been extensively involved in advising on UK claims for R&D Tax Relief claims and Research & Development Allowances, and negotiating with HM Revenue & Customs to agree complex claims.