Terry Shephard

Areas of expertise

Private client tax, shareholder tax, transactions, management incentives & business tax.

Experience

Terry has 20 years’ experience working with the key stakeholders of privately run businesses, helping them to structure their business interests & personal wealth to protect and/or enhance the value of their assets.
His passion is supporting private businesses and their owners and stakeholders through all stages of their business’s life cycle, whether it be starting up, reorganising or refinancing, retention, and recruitment of talent via the use of tax efficient employee incentives, through to strategic acquisitions and subsequent liquidity events. Terry works with family business owners (both in trading and investment companies) to support them personally and their businesses through next generation succession planning.

Notable achievements

Spears Recommended Accountants & Tax Advisers 2022 and 2023

Professional qualifications/memberships

ATT and CTA