Fortus welcomes Claire Upton as Head of R&D Tax Credits

20 November 2023

We’re very excited to announce our merger with R&D tax credit specialist, Copper Tax. As a result, Founder & Director Claire Upton has joined us as our new Head of R&D Tax Credits.

MEET claire upton

Claire’s spent the vast majority of her 20-year career providing strategic advice and independent opinion on R&D tax credit claims for successful business owners. Having originally qualified as a Chartered Tax Advisor at a ‘Big Four’ firm – where she spent 7 years within their national R&D tax credit team – she then went on to form Copper Tax in 2012, and now brings her wealth of experience to Fortus at an exciting time of exponential growth.

R&D tax relief generates cash resources through the Corporation Tax system for companies seeking to deliver new or improved products, processes, materials, devices, or services that is facilitated through work to improve scientific or technological capabilities. Cash funds are made available through Corporation Tax savings, cash payments from HMRC, or a combination of the two.

Speaking about our latest appointment, Claire said: “I’m very much looking forward to collaborating with the wider teams and client base at Fortus to deliver on our mandate of excellence when it comes to the R&D tax credits service to our clients. This is a terrific opportunity to cement an unwavering commitment to a best-in-class service that provides clear and considered advice to our clients amidst the shake up and fall out of service providers in this industry”.

Great news keeps coming

The announcement of Claire as Head of R&D Tax Credits comes hot on the heels of other high-profile appointments this year, which has seen Dom Marley and Frances Howard join the business as Head of Wealth Management and Head of Audit, respectively.

Craig Herbert, our Group CEO, said: “Claire’s a fantastic addition to the business. She’s bringing with her more than two decades of expertise to help business owners operating in many industry sectors with R&D tax credit claims and advice.

Innovation and business tend to go together, so having Claire on board is a natural addition to our fast-growing team of experts. With Claire in our team, we can play our part in boosting the UK’s competitive advantage and fuel economic growth.”

Want to join our team? We’re growing fast! Take a look at our latest vacancies and contact us today.