Anita Millar-Neale

Anita heads up our International Private Client Tax team. Anita specialises in planning for internationally mobile clients, offshore trustees and fiduciaries.  The areas on which she advises include residence - planning for both arriving in and leaving the UK - domicile/long-term residence, estates and succession, complex offshore structures including those with UK residential property, trust and charity formation, HMRC investigations and tax and regulatory compliance.

Experience

Anita joined the Firm as a Partner in May 2017.  She previously worked at another leading Private Client Firm for 16 years, having trained in the Big Four and spending two years at a Private Bank.  Anita has over 30 years' tax experience, over 25 of which have been in the Private Client sector.

Anita has a varied client base made up of internationally mobile families and individuals, offshore and UK trustees and other fiduciary service providers, UK based high net-worth individuals and executives and their families.

Anita provides strategic advice to clients in relation to their own tax affairs and those of their offshore structures. She ensures that compliance and regulatory obligations are fulfilled and assists with HMRC investigations.  Anita's expertise lies in residence and domicile/long-term residence, family wealth, trusts and structures and succession.

Notable client work and achievements

• Anita was the Instructing Accountant in the recent First Tier Tax Tribunal case of Louwman v HMRC which challenged the HMRC treatment of Offshore Income Gains in UK settlor-interested offshore trusts.

• Anita has advised on the reorganisation of a highly complex high value structure with multiple trusts and companies spanning five jurisdictions.

• Anita provided advice to the UK based executives of a multi-jurisdictional corporate group in relation to a global restructuring of the business.

• Anita has assisted multiple clients with complex tax investigations concerning domicile, residence, non-UK estates and trusts and other domestic and international aspects.

• Anita has extensive experience in advising Formula 1 motor sport professionals and artists in relation to both UK and international matters.

Professional qualifications/memberships

• Member of the Chartered Institute of Taxation.
• Liveryman of the Worshipful Company of Tax Advisers.
• Affiliate of the Institute of Chartered Accountants in England and Wales.
• Freeman of the City of London.