Evelyn Partners, the wealth management and professional services group, has appointed two new tax partners in its Bristol office – Jennifer Tragner and Oliver Morgan-Crosby.

Jennifer Tragner joins as a partner in the R&D (Research & Development) tax team. Jennifer has almost 20 years’ experience advising clients in R&D tax incentives and joins Evelyn Partners from ForrestBrown, where she was a director and head of policy. Prior to that she spent over a decade working for KPMG.

Jennifer was a key spokesperson at the House of Lords Finance Bill Sub-Committee’s inquiry on reforms to R&D tax relief and played a pivotal role in Quinn (London) Limited’s success at the First Tier Tribunal in relation to subsidised expenditure.

Jennifer’s appointment, alongside Evelyn Partners’ recent acquisition of three Haines Watts northern offices which brought further R&D specialists, means that the firm’s market leading R&D team now has 50 specialists – covering all areas of science and technology. 

Oliver Morgan-Crosby has been promoted to partner in the private client tax team.

He joined Evelyn Partners in 2021, having previously worked at US law firm Baker McKenzie, advising ultra-high net worth international families. Before that Oliver spent time at Big Four firms Deloitte and PwC advising international families in a range of tax and accounting and family governance matters.

Katherine Colledge, tax partner and head of tax at Evelyn Partners in Bristol, said:

“Jennifer and Oliver’s experience and expertise further strengthen the tax offering we have here for our clients in the South West and beyond.

“The region is regarded as extremely innovative region and Jennifer brings a wealth of expertise in R&D tax that will add significant value both locally and nationally. Oliver has a strong track record across London and the South West in providing international tax advice and compliance to family offices, ultra-high net worth individuals, and their businesses.”

For further information please visit: www.evelyn.com