Terri Costello

Terri has a background in corporate tax and has worked in innovation reliefs and incentives for 12 years. She leads R&D and Patent Box claims across all industry sectors, from major multinationals through to technology start-ups, supporting clients to ensure claims are robust, optimised and aligned with the latest legislation and HMRC policy. This includes pre-agreeing methodologies with HMRC and supporting clients through HMRC enquiries.

Terri has built deep experience in the Financial Services sector particularly, and is well versed in the technological, regulatory and tax technical nuance of incentives in this sector.

Terri also has experience supporting clients to review their IP strategy and how they can monetise value from IP. This includes considering operating model, licensing considerations and IP reliefs, locally and globally.

As technology continues to evolve, Terri works closely with her clients to integrate technology solutions into their claims process. The objective being to achieve efficient claims processes, with clear governance and audit trail, driving value and insight from the data gathered.