PLAN IT TAX - Key Persons
Atif graduated in Criminology with Forensic Science from Manchester Metropolitan University in 2016. His desire to develop himself further led Atif towards a Masters degree in Criminology and Cybercrime.
Atif began his R&D journey as a Research Analyst in November 2018 and was promoted to Technical Manager in October 2019. Atif ensures all reports submitted to HMRC are of the highest technical standard while also ensuring reports are completed efficiently.
Beth graduated in English Literature from Leeds Beckett University in 2016. She started working in face to face sales straight after this, where she was given a promotion to Sales Manager and moved to London to grow and expand the business.
After a change of direction in her career, Beth began working in R&D as a Customer Service Agent in February 2019, where she was then promoted to Customer Service Manager in July 2019. Beth ensures that all claims are dealt with promptly and efficiently and that our service exceeds our client's expectations.
Job Titles:
- Group Operations Director
Gary dropped out of a Construction Management degree after deciding that he did not have a passion for the role. The next few years led him around the world as a personal trainer on a cruise ship. Back with feet on solid ground, Gary started on his self-made career.
With a keen interest in all things related to science and technology, he eventually started work in R&D as a Research Analyst. With a lot of drive and a desire to help client's, Gary has worked his way up to the role of Group Operations Director.
His most satisfying part of his job is seeing his favourite clients
grow their business year on year, alongside the exponential growth of Plan it Tax and the fantastic team he works alongside.
John graduated in Chemistry from Edinburgh University many more years ago than he cares to remember. After graduation, he qualified as a Chartered Accountant with BDO, working in London, Manchester and Rossendale. He then moved to a smaller practice in central Manchester where he was audit manager for ten years.
John then spent several years being company accountant for firms in both the manufacturing and property sectors.
John started working in R&D Tax Relief back in January 2018 and was responsible for the submissions team, ensuring that claims are submitted on a timely basis, complying with internal quality control guidelines.
Outside Plan it Tax, John has been married for 30 years with three children. He is a keen walker and rambler and has Kilimanjaro in his sights this year.
Job Titles:
- ASSISTANT
- CUSTOMER SERVICE MANAGER
Kirsty has been working in R&D since 1st October 2018, as a member of the Customer Service department, and through all of her hard work and dedication she was then promoted to the Assistant Customer Service Manager role.
Inspired by the work we carry out for our clients, Kirsty is driven by seeing the end result for clients receiving their benefits.
She claims "the work we do is doing great things, which makes me proud".
Our business may have begun behind a desk, but it grows from your growth and succeeds from the changes we make directly through your success in innovation. I am Max, a co founder of Plan it Tax and managing director.
I am inspired by the advancement of science and technology, by
I am a co-founder and managing director of Plan it Tax. With over eight years of experience founding and creating small businesses organically and more than 11 years experience in management.
I am passionate about saving companies across all sectors vast amounts of money and creating a client base of business owners who help us grow by allowing us to help them grow first. Core skills are R&D tax legislation, customer service, process and structure design and implementation, management, training, motivating, accounts, business and marketing strategy.
Job Titles:
- Head of Legal
- Group Legal Director
Olivia graduated with a Masters in Law from Northumbria University in 2017. She began working in R&D back in June 2019 as a Compliance Officer. Olivia is focussed on ensuring that all internal and external procedures are followed with client satisfaction at the forefront of her decisions.
Olivia was appointed as the Head of Legal in R&D back in December 2019. She is determined to ensure that Plan it Tax is representing itself in the best possible manner to give the clients the best possible experience.
Outside of work, Olivia enjoys all things food, especially curry.