Terry Shephard

Spear’s Review

‘We ask questions that other advisers don’t, because we choose to focus on delivering so much more than a simple compliance service,’ Terry Shephard of Evelyn Partners tells Spear’s. 

The firm’s aim is to provide clients with a simple and cost-effective route to a fully-integrated wealth management and tax service. Shephard and his colleagues pledge to take care of everything from routine compliance matters – including the completion of corporation tax returns – to complex consultancy assignments involving trust structures and international elements.

Shephard’s particular specialisms include wealth structuring, asset protection and succession planning, as well as advising on business structuring and upholding the most robust compliance procedures.