Private Wealth Law
Exeter and surrounds
1 year ranked
Provided by Michelmores LLP
As a Partner in Michelmores’ Tax, Trusts and Succession team, I provide comprehensive advice on all aspects of private client matters helping clients navigate the ever changing tax landscape. My expertise spans Wills, Trusts, Lifetime Tax Planning, Powers of Attorney, and Estate Administration. I am committed to helping families navigate the complexities of multi-generational asset planning with confidence and clarity.
A full member of STEP (Society of Trust and Estate Practitioners), I am deeply aligned with its mission to support effective and responsible estate planning. I serve as vice chair of the West of England branch of STEP and regularly attend local events.
My passion for ensuring that older and vulnerable individuals have access to high-quality legal services is reflected in my role as Regional Director for the South West branch of Association of Lifetime Lawyers (previously known as Solicitors for the Elderly).
Having trained and worked at a London firm before returning to the South West, I have been part of Michelmores since 2019. My dedication to building lasting relationships with clients and delivering tailored solutions for their unique needs remains at the heart of my practice.
Enduring Power of Attorney
Lasting Power of Attorney
Mental Capacity
Mental Capacity & Court of Protection
Private Wealth
Probate & Estate Administration
Tax, Trusts & Succession
Trusts to protect vulnerable people
Provided by Chambers
Gemma Shepherd is a partner in the tax, trusts and succession team at Michelmores. She advises high net worth families and family businesses on complex succession and estate planning matters as well as administration.
Provided by Chambers
Gemma's knowledge, attention to detail and understanding of the information that I require has been excellent.
Gemma is always very easy to work with. She replies in a timely manner and is very reliable, dealing with matters in the most professional way.
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