Company
Position
Partner
Index
Accountants & Tax Advisers
Location
Cardiff
Advice type
Estate planning
Succession planning
Tax planning
Client type
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 over 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’.
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