Nathan Robinson

Regional Development Director – Capital Allowances

Nathan joins Catax as part of our commercial property team, where he will add significant value to our partners and their clients, with all things connected to Capital Allowances.

Nathan’s knowledge has been built from previous roles working within a boutique consultancy, which offered clients an “end-to-end” proposition – from identifying opportunities for claims to building surveys. During his time in this role, Nathan became a trusted partner to accountants and law firms alike, particularly in the area of section 198 election negotiations and historical property acquisitions.

Due to changes in government legislation over the past decade, Capital Allowances are now a specialist area. They often require several criteria to be qualified prior to approaching HMRC, and a claims success or failure relies on the due diligence performed.

Prior to his career in this niche sector, Nathan spent nearly two decades in the Private Banking arena, where he worked as a client relationship manager. He looked after the top 10% of the bank’s affluent client base, supporting them and their families with issues such as lending, investments, and insurances. Here, he learned the importance of relationships with clients and stakeholders – a matter that he holds dear to this day.

Nathan is based just outside the beautiful City of Bath, where he lives with his wife and their cockapoo Heidi. In his spare time, Nathan enjoys golf, is a passionate supporter of Tottenham Hotspur, and enjoys listening to music and socialising with friends.

Peter Randle

Partner Development Director

Peter has many years of experience in Fee Protection Insurance, working for CCH and Croner Taxwise.  His background in both consultancy and tax and his experience with accountancy practices in the South East of England lend themselves to the role of Partnership Development Director.

Peter will continue building strong relationships with accountancy partners advising on our suite of services. The team is developing long-lasting relationships with our accountant partners to ensure their clients get the best and most appropriate advice on any potential claims.

Peter has two grown up children, and enjoys most sports (particularly rugby, cricket and football), gardening and has renewed his interest in camping.

John Horrocks

Partner Development Director

John is responsible for building strong relationships with both new and existing clients. Delivering a successful service proposition that manages customer expectations and over delivers on our professional partner requirements.
 
John joined Catax in 2013 having previously successfully built and managed sales teams across 30 years employment, with BT, Orange/EE and Vodafone in the Telecoms sector. Before those positions he held posts with Burmah Castrol R&D division, Elkham Steel and The Harrison Line Shipping Company as a Marine Engineer.
 
Outside of work John is married to Anne and is the proud father of 27-year-old triplets, he enjoys family holidays and time spent together with them. John played cricket for New Brighton CC, Football, and is a member at Wallasey Golf Club. He retains a passion for sport and is an avid fan of Liverpool FC.

Chris Lonergan

Senior Partner Development Director

Chris is responsible for building and managing long-term “win-win-win” relationships with accountants and accountancy firms to jointly help clients take advantage of the services Catax offers as part of their overall client service and business development strategy.

Chris joined Catax in 2020 and in addition to building his own partner portfolio has been responsible for developing our highly flexible partnership programme to suit varying partner needs.

In 1996 Chris left the IT industry to become one of the first sales directors in the UK accountancy sector and subsequently has driven significant organic growth at 3 well-known firms and acted as an external consultant for several other professional services organisations. He has also built and managed several client portfolios from scratch as a fee-earner and launched and integrated new advisory services to improve client engagement and drive income.

Chris originally trained in engineering and holds an MBA qualification from Imperial College. He is committed to helping partners grow and leverages his previous experiences, also including several start-ups, to achieve this.

Outside of work, Chris follows sports and is a keen walker. As a North London exile, though actively trying to secure his Yorkshire passport, he still supports Tottenham Hotspur and Saracens. His children have now all flown the nest and he is waiting for the next generation to arrive.

Nigel Holmes

Head of R&D Technical Operations

Nigel is Head of R&D Technical Operations at Catax and also deals with most of the technical queries received from staff, clients and introducers with regard to R&D tax relief, Patent Box tax relief and Remediation of Contaminated Land tax relief.

Nigel qualified as a Chartered Accountant in 1994 and as a Chartered Tax Adviser in 1998, with a focus on helping businesses claim Research & Development tax relief since its introduction in 2000. Nigel joined Catax in April 2017 from a large regional accountancy practice where he was a corporate tax partner.

He was nominee for Tolley’s Taxation, Tax Writer of the Year Award 2017 and posts regularly through his blog, ‘Tax Talk’ to educate and advise anyone thinking of claiming R&D Tax relief, and has articles published in the national tax press. He has lectured widely on Catax’s services at many events including for the ICAEW, the Law Society, the Institute of Financial Accountants and the CIOT.

Given Nigel’s background he can speak “accountancy” to fellow accountants and help explain matters in a language they understand.

Nigel enjoys seeing clients benefit from the tax savings generated and since joining Catax has really understood the merits of using a specialist for complex areas of taxation.

In his spare time Nigel enjoys watching Carlisle United, reading, travelling and all things James Bond related!

Samantha Kandola

Head of Capital Allowances Operations

Samantha, our Head of Capital Allowances Operations, has been with Catax from the beginning. Her expertise in Capital Allowances is second to none; she leads our Capital Allowances team and works closely with our partners to ensure they receive the maximum return on their property investments.

After joining Catax fresh out of university, Samantha worked in various roles across the business before heading up the Capital Allowances team in 2018. During her time at Catax, Samantha has worked closely with accountants to maximise capital allowances claims on property acquisitions and building/refurbishment projects. 

Samantha is a member of the Association of Taxation Technicians. 

Outside of work, Samantha enjoys hiking and is always planning her next holiday. Last year, Samantha combined her two favourite hobbies by climbing Mount Kilimanjaro in Tanzania.

Sam Knowles

Partner Development Executive

Sam, our Partner Development Executive, supports our accountant network to explore the ways we might collaborate and help add value to the services they’re already providing their clients. She will discuss the many ways Catax might support our partners and build a strategic relationship.

Sam started at Catax in 2019 as an administrator and quickly gained interest in the retentions process resulting in her transfer to a sales-focussed role. Prior to Catax, Sam attended Leeds University to studying English Language and Linguistics, igniting a passion for spoken and written communication. Incorporating this into her new role, Sam takes pride in her ability to engage with accountants and explain the ways a strategic relationship can help their businesses. 

Sam has also previously worked in the Charity sector, raising over £19,000 for St. John Ambulance. During her time as a charity fundraiser she found her calling in working with people. She was able to travel around the country and enjoyed the perk of speaking to people from so many different walks of life. 

In her spare time, Sam enjoys spending time with her friends and has a passion for food (both preparing and eating). She likes to make the most of the sunshine with trips to the beach as well as maintaining a healthy diet and lifestyle.

Sue Armstrong

Partner Development Director

Sue has many years of experience in banking and financial services, working for a number of national companies such as Lloyds Bank, Halifax Bank and Zurich. With her background in both financial services and tax, her experience easily lends itself to the services Catax have to offer.

Sue has worked with Catax since 2014 and, in her current role as Partner Development Director, she has been working with our Accountant partners advising on our suite of services. The team is developing long-lasting relationships with our accountant partners to ensure their clients get the best and most appropriate advice on any claims.

Sue as 2 grown up daughters and a son plus grandchildren, so family keeps her busy at the weekends where down time allows for a bit of gardening but mostly enjoying holidays in the sun with a glass of wine or two!

Paul O’Kell

Group Channel Partner Director

Paul O’Kell’s role as Group Channel Partner Director, involves manging relationships with Catax’s key strategic and professional partners. This includes ICAEW, IFA and The Law Society as Catax’s professional partners.

Paul joined Catax in 2017 having previously successfully built, managed and developed channel partners and sales teams in Telecoms and IT Services, during which time holding a number of senior positions within blue chip organisations.

Outside of work Paul is the proud father to two daughters who are both currently at university. In his spare time Paul is a Manchester United season ticket holder and also a keen golfer.

Karen Taylor

Head of Grants

Karen heads up and is responsible for the grant funding division in Catax, helping clients to identify, apply and manage grant funding projects across all sectors and technologies.

Karen joined Catax in 2020 having previously worked for a number of SME’s managing over 15 UK Innovate and EU Horizon 2020 grants from writing the application, project management and also being responsible for delivering work packages around marketing, business development and commercials. Prior to this Karen worked as a business consultant working in the private equity and accountancy sectors working for Hitachi Consulting, Deloitte UK, Grant Thornton and PwC.

Karen started her career as a lecturer at John Moores University lecturing Corporate Social Responsibility following the completion of her degree in Business Studies and Business Administration.

Outside of work, Karen enjoys Cross Fit and plays rugby for Birkenhead Park Panthers (one of the oldest players). If not playing sport then you will find Karen either watching Liverpool FC, online shopping or cooking.