News

Introducing Graham Bevan: A Seasoned Expert in Tax Consultancy 

26 Sep 2023


We’re thrilled to introduce you to our newest Team member, Graham Bevan. As a Senior Tax Consultant, Graham brings a wealth of experience and expertise in inheritance tax, trusts and estate planning, making him a true asset to our Team and we’re excited to share his journey and role with you.  

Graham’s Role at WR Partners: Guiding You Towards Financial Success 

A Key Addition

Graham will be a key addition to our specialist Tax Advisory team, managed by Tax Partner James Clark

Graham is an inheritance tax, trusts & estates specialist who has been hired to further strengthen our private client tax offering.  He is a member of the Society of Trusts & Estates Practitioners (STEP) which is the UK’s leading organisation of trust & estate advisors, where he serves on the North West committee, and is the immediate ex chair of the Liverpool Branch. Graham will be a key addition to our specialist Tax Advisory team, managed by Tax Partner James Clark, where he will be responsible for delivering high quality inheritance tax advice and planning to our large & expanding private client base. 

Graham’s Journey: A Pathway to Excellence 

Graham’s journey in finance and taxation is nothing short of impressive. It all began with Barclays Bank Trust Co Ltd, working in their Executorship and Trust department in Liverpool. His dedication and knack for navigating complex financial matters quickly became evident, leading him to the Northwich office. 

His quest for knowledge and expertise led him to HSBC Probate Services in Sheffield, where he further honed his skills. Graham’s journey took a brief detour when he ventured into PriceWaterhouseCoopers in Manchester, gaining further valuable insights into the intricacies of the financial world. 

However, Graham’s heart belonged in Liverpool, where he spent 21 years working for Duncan Sheard Glass. During this time, he became a trusted name in the industry, known for his exceptional abilities in the administration of estates and trusts, inheritance tax and estate planning, and invaluable advice on wills. 

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