Company

Evelyn Partners

Position

Partner

Index

Accountants & Tax Advisers

Location

London

Advice type

Estate planning

Philanthropy

Probate

Succession planning

Tax, wills & trusts

Client Types

Charities

Families

HNW

Sector Focus

Accounting

Business and Consumer Services

Customer Type

Accountant

Chris Shepard

Spear’s Review

Highly regarded among the Spear’s network, Chris Shepard has looked after the tax affairs of families with both inherited and newly acquired wealth for 30 years. A partner at Smith & Williamson (now Evelyn Partners) since 1996, Shepard often deals with probate matters and estate and tax planning.

He also specialises in matters relating to trusts, philanthropy, succession planning and wills. One question he often faces is at what point the children of an HNW client should receive their inheritance. ‘It is a question of giving them enough to take responsibility, but not too much that they completely go off the rails and become dependent,’ he has previously said.

Rank: Top Recommended

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