Who are we
Shepherd Private Clients was created in 2018. Our practice is unique – we focus purely on wealthy individuals, families, entrepreneurs and their related businesses, investment structures, trusts and charities. We act for a number of well-known families in the North West, helping them with their plans for the long-term. We have advised many of these clients for well over 20 years.
The team have all worked in “Big 4” accountancy firms for the majority of their careers, and they have gained a huge amount of experience, not just in relation to private clients and tax, but in the wider commercial world. Having worked with amazing clients, colleagues and leadership over this time, it has created deep-rooted professionalism which is now being taken forward under the banner of Shepherd Private Clients Limited.
Our objective is to maintain the standards and the quality of service that we are used to providing, albeit outside the “Big 4” environment. Whilst our practice is focussed on personal taxes, we have a network of former colleagues with a similar mindset, which allows us to offer a broader service (where required), which we coordinate.
We believe our unique offering is attractive for many reasons and, as a result, we are continuing to see many fantastic new client opportunities being referred to us from our alumni, from our professional network and from our existing clients. We are growing from strength to strength and our business is exciting. Most importantly, Private Clients are at the heart of everything we do. Our practice is based in the Manchester area, and our client base extends across the UK and overseas.
Meet your perfect partners
Andrew Shepherd BSc(Hons) CTA ATT
Managing Partner & Founder
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.
andrew@shepherdprivateclients.co.uk
0161 519 0610
Rebecca Hunt MA Oxon CTA ATT
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.
rebecca@shepherdprivateclients.co.uk
0161 519 0620
Christine Hammond BA(Hons) CTA ATT
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.
christine@shepherdprivateclients.co.uk
0161 519 0630
Rakesh Patel BSc(Hons) CTA ATT
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.
rakesh@shepherdprivateclients.co.uk
0161 519 0601
Rebecca Bedford FCA CTA
Tax Director
Rebecca is a Chartered Accountant (ACA) and Chartered Tax Adviser. She has specialised in providing tax advice to Private Clients for over 15 years, working at BDO LLP and Forbes Dawson before joining Shepherd Private Clients in June 2023.
Rebecca has developed an in-depth knowledge of various personal taxation issues over the years providing innovative and pro-active solutions to a wide range of clients both in the UK and internationally.
Her areas of specialism include:
• Succession planning for entrepreneurs and their families
• Inheritance tax including estate work
• How UK and offshore trusts can be used effectively in tax planning and their ongoing administration
• Taxation of UK residential property held through offshore structures
• Residence and domicile issues including the taxation of non-UK domiciliaries
• Tax structuring on divorce including the preparation of Single Joint Expert Reports for the Family Court
• Interaction of UK taxes with international taxes
• Pre business sale planning
Rebecca has a diverse client base which includes large multi-generational families including their associated family trusts and business structures to offshore fiduciary companies and non-domicilaries. Rebecca prides herself on providing suitable advice which meets her clients’ intentions in a clear and easy to understand manner.
rebecca.bedford@shepherdprivateclients.co.uk
0161 528 9159
Claire Shelton LLB(Hons) CTA ATT
Senior Manager
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.
claire@shepherdprivateclients.co.uk
0161 676 2304
Sophie Chamberlain CTA ATT
Senior Manager
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.
sophiechamberlain@shepherdprivateclients.co.uk
0161 528 9316
Rohan Manro BA(Hons) CTA ATT
Manager
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.
rohan@shepherdprivateclients.co.uk
0161 528 9315
Hannah Jenkins CTA ATT
Manager
Hannah is a Chartered Accountant and Chartered Tax Advisor with over 6 years of experience working at Deloitte prior to joining the team at Shepherd Private Clients in October 2023.
Hannah has experience in advising a broad range of clients, including high net worth individuals and their families, non-UK domicilaries and partnerships.
Hannah is committed to a personalised approach and works with her clients to understand their needs and objectives, to build long-standing relationships and to provide useful, practical advice.
hannah@shepherdprivateclients.co.uk
0161 528 9285
Henry Buls
Graduate Trainee
Henry recently achieved a first-class degree in Accounting and Finance from Manchester Metropolitan University and is now undertaking a level 7 apprenticeship, balancing work whilst studying towards the ACA CTA qualification.
Henry brings youthful exuberance and a can-do attitude to the workplace. He is very eager to learn from the wealth of experience surrounding him, and he hopes he can develop into a well-rounded professional within the industry.
henry.buls@shepherdprivateclients.co.uk
0161 528 9288
Claire Richardson
Practice Manager
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.
clairerichardson@shepherdprivateclients.co.uk
0161 676 2303