Company
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
Top Recommended 2022, Accountants & Tax Advisers
Network Connections
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Rising star
Alex Waddington
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Accountants & Tax Advisers
Sian Steele
Evelyn Partners
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Anita Millar-Neale
Evelyn Partners
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