Chris Shepard

Trusts; philanthropy; succession planning; wills; private clients; income tax; capital gains tax (CGT); inheritance tax (IHT).

Experience

Chris has looked after the tax affairs of families with both inherited and newly-acquired wealth for around 30 years. His clients include high-net-worth individuals, trusts and charities. He advises trustees on accounting, taxation and administration.

He deals with many probate matters, including the administration of estates and tax planning. Chris also gives advice on philanthropy, succession planning and wills.

Chris often acts in conjunction with other service providers such as banks, solicitors, land agents, etc.

Notable achievements

• Advising trustees on alternative strategies that could be used to manage young adults receiving large sums of capital/income.
• Acting as trusted adviser to a number of families.
• Advising on the implications of the re-appointment of trust interests to increase efficiency and to fit within the family dynamics.

Professional qualifications/memberships

Member of the Chartered Institute of Taxation (CIOT), Association of Accounting Technicians (AAT) and Society of Trust and Estate Practitioners (STEP).