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 S&W tells Spear’s. 

The aim of the firm –previously part of Evelyn Partners – is to provide clients with a simple and cost-effective route to a fully-integrated accountancy 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 for entrepreneurs, as well as advising on business structuring and upholding the most robust compliance procedures.