The 2021 Family Law Index is out now Find out more

Company

Smith & Williamson Investment Management

Position

Partner

Index

Tax & Trust Accountants

Tax & Trust Advisers

Location

London, United Kingdom

Advice type

Tax, wills & trusts

Succession planning

Probate

Estate planning

Philanthropy

Client types

HNW

Families

Charities

Sector focus

Accounting

Business and Consumer Services

Profile

Chris Shepard

Description

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 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 2020, Tax & Trust Accountants

Share on
Network connections