Company

Deloitte

Position

Partner

Index

Accountants & Tax Advisers

Tax & Offshore

Location

Cardiff

Wales

Advice type

Estate planning

Succession planning

Tax planning

Client Types

Entrepreneurs

Family offices

HNW

Sector Focus

Accounting

Shaun Curtis

Spear’s Review

Shaun Curtis leads Deloitte’s tax practice in Wales, where he oversees the work of 50 tax specialists. He joined the firm as a graduate after attending Cardiff University. 

Curtis has particular expertise in supporting HNW individuals, trustees and families with lifetime tax and estate planning. He always takes a hands-on approach with his HNW clients, which can include being there during lambing season for an agricultural business, or understanding how the shop floor operates at a large retail company. 

He explains that ‘personal tax has always been my passion, as I get to see first-hand how good advice can transform and support a person’s wealth for generations’.

Rank: Recommended

Recommended 2024, Accountants & Tax Advisers

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