SHEPHERD PRIVATE CLIENTS LIMITED - Key Persons
Job Titles:
- Founder
- Managing Partner
- Chartered Tax Adviser
Andrew is a Chartered Tax Adviser and has specialised in Private Clients for over 24 years, working at Andersen, Deloitte and EY. Up until 2018, Andrew was an Associate Partner at EY, leading the Private Client team, when he decided to set-up the business, supported by his long-standing clients which created a platform to build from. Andrew has gained a huge amount of experience in all areas of personal taxation, including:
International clients, including residence & domicile
Compliance - making sure the annual compliance is managed efficiently.
Business sales / investment structuring
Family Office
The area of private clients can be very broad and the variety of topics is endless - whether it's the consequences of divorce, structuring the acquisition of private jets/luxury yachts, philanthropy or property related. Over the years Andrew has built up a huge amount of experience and he has a great network of like-minded professionals to help solve complex problems.
Job Titles:
- Chartered Tax Adviser
- Tax Director
Christine is a Chartered Tax Adviser with 19 years' experience previously working at Andersen and Deloitte. Christine has always worked in the Private Client sector and has gained vast experience in all areas of personal tax and has worked with a variety of clients over the years including owner managed businesses, entrepreneurs, wealthy families and trusts. Her particular focus over the last few years has been the annual compliance, a key area for private clients.
Claire has over 20 years' experience working in a management role within the financial services industry from previously working at Aviva and AXA Insurance.
Claire brings her professional expertise to support our team in a Practice Manager role assisting with compliance, client engagement and onboarding, various administrative functions and many aspects of client service.
Claire is a Chartered Tax Adviser with 8 years experience working at Deloitte prior to joining the team at Shepherd Private Clients. Claire specialises in advising high net worth individuals, sole traders and owner managed businesses. She has a particular focus on families including wealth succession and Inheritance Tax advice. Claire also has experience in dealing with complex HMRC disclosures and enquiries.
Claire firmly believes in a personal approach and as a trusted adviser to her clients, engages with them in all aspects of their tax affairs. With a deep understanding of her clients' drivers and goals, she works together with her clients' investment managers, financial advisers and legal advisers to advise on and implement her clients' plans.
Job Titles:
- Chartered Tax Adviser
- Tax Director
Rakesh is a Chartered Tax Adviser with over 15 years of experience working at Deloitte. Rakesh has a particular focus in the tax affairs of high net worth individuals including family trusts, inheritance tax and wealth succession, personal tax and capital gains tax advice.
Rakesh has experience of working on behalf of a broad client list ranging from entrepreneurs, owner managed businesses, corporate executives, non-UK domiciliaries to professional practices and their partners.
Meeting people and helping clients work through their problems, helping them find a solution, is key for Rakesh. As a private client practitioner, he is mindful of the personal nature of his role, not purely seeing his work as a technical exercise, but understanding the client's position and their motivations.
Job Titles:
- Chartered Tax Adviser
- Tax Partner
Rebecca is a Chartered Tax Adviser with 19 years of experience, working at Andersen, Deloitte and EY. In 2015 she was recognised as one of eprivateclient's ‘Top 35 Under 35', a prestigious award designed to recognise the rising stars within the Private Client Profession. Throughout her career Rebecca has specialised in the area of Private Clients. Her extensive practical experience has also enabled her to develop an expansive network of contacts in other areas of tax, allowing her to bring complete solutions to her clients taking account of their wider affairs and business interests.
Rebecca's client base is varied, from UK resident and domiciled individuals, to those who are more internationally mobile with non- UK resident and/or non-domicile complexities. As well as her experience as a Private Client practitioner, Rebecca has also spent time as a Senior Lecturer of Taxation within the Business School at Manchester Metropolitan University. Rebecca has a talent of helping clients understand complexity in a clear and concise way.
Job Titles:
- Manager
- Chartered Tax Adviser
Rohan is a Chartered Tax Adviser with 6-years of experience within independent practice and more recently at Grant Thornton, before joining Shepherd Private Clients in 2022.
Rohan has a breadth of experience advising on a wide range of tax issues affecting entrepreneurial private clients including international families, company shareholders, corporate reorganisations, inheritance tax and offshore trusts and HMRC investigations.
Rohan strongly believes that there is a solution for every problem and enjoys working through complex tax issues to deliver the best outcome for clients, whilst keeping their personal and commercial objectives at the heart of his advice.
Job Titles:
- Senior Manager
- Chartered Tax Adviser With over 10 Years Experience Working at Deloitte
Sophie is a Chartered Tax Adviser with over 10 years experience working at Deloitte and a smaller local firm, prior to joining the team at Shepherd Private Clients.
Sophie's client base is varied across the private client sector and has worked with a variety of clients' but specialising in the tax affairs of high-net worth individuals, trustees and business owners. She also has experience dealing with tax residence issues and complex offshore tax planning matters involving offshore trusts and non-UK domicile individuals.
Sophie enjoys meeting new people and building trusted relationships with her clients and their associates. These long-term relationships ensure Sophie understands the specific needs of her clients and their objectives, which allows her to deliver practical and bespoke tax advice which is tailored to each client's priorities.
Job Titles:
- Chartered Tax Advisor and Chartered Accountant
- Consultant - Corporate Tax Specialist
Vikki is a Chartered Tax Advisor and Chartered Accountant, and has 15 years experience in corporate tax working at EY. When at EY Vikki had a broad range of experiences, working in the London, Manchester and New York offices.
Vikki now has her own tax consultancy firm and acts as a consultant to SPC, working closely with the team on the corporation tax aspects of client work. Over the years Vikki has gained experience in all areas of corporation tax, with a particular focus on group reorganisations and disposals.
Vikki has experience working with a broad range of clients, from large multinationals to owner managed businesses and everything in between!
Vikki loves the problem solving aspects of tax and really enjoys working through these together with clients and team members.