Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Owen Burn as a VAT director in its Bristol office.
He joins Evelyn Partners from PwC where he spent more than 14 years as a tax adviser assisting organisations with VAT and indirect taxes. Prior to that he worked for HM Revenue & Customs as a customs officer.
Sunil Parmar, Partner and Head of Indirect Tax at Evelyn Partners commented:
“We are delighted to welcome Owen to Evelyn Partners as a VAT director. Owen brings broad experience of assisting clients in all sectors with complex VAT issues and strong market presence in the South West and Wales region. This will further increase our regional presence in indirect tax and add to our expanding offering in VAT, customs duties and environmental taxes.”
Owen added: “I am hugely impressed with Evelyn Partners’ ambitious growth plans and entrepreneurial spirit. The energy and passion across the entire firm is what first attracted me to leave the ‘Big 4’ and I’m excited to be back partnering with the exciting and diverse mix of businesses in the South West and Wales region.”
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
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