Wealth management and professional services group Evelyn Partners has appointed two new tax partners in its Bristol office.
Jennifer Tragner has joined the R&D (research & development) tax team while and Oliver Morgan-Crosby has been promoted to partner in the private client tax team. 
Jennifer, pictured, centre, with Oliver Morgan-Crosby and Evelyn Partners tax partner Katherine Colledge, has almost 20 years’ experience advising clients in R&D tax incentives and joins Evelyn Partners from Bristol-headquartered specialist R&D tax consultancy ForrestBrown, where she was a director and head of policy.
Prior to that she spent more than a decade working for global accountancy group 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.
Her appointment, alongside Evelyn Partners’ recent acquisition of three Haines Watts northern offices – which brought further R&D specialists – means the firm’s market-leading R&D team now has 50 specialists – covering all areas of science and technology.
Oliver joined Evelyn Partners in 2021 having previously worked at US law firm Baker McKenzie, where he advised ultra-high net worth international families.
Before that he spent time at Big Four firms Deloitte and PwC advising international families in a range of tax and accounting and family governance matters.
Evelyn Partners tax partner and head of tax in Bristol, Katherine Colledge, 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.”
Evelyn Partners was formed just over two years ago following the merger of Smith & Williamson with Tilney.
Its Bristol office, where it employs around 200 people, provides a range of services, including financial planning, investment management and tax advice, to help clients manage their personal and business financial affairs.
