Anita Millar-Neale

Areas of Expertise

Private Client Tax Services; Foreign Domiciliary Taxation - Remittance Basis, Residence and Domicile; International Private Client Tax Planning; Trust and Charity Formation, Administration and Accounting; International Trust Planning; Residential Property Taxation; Capital Gains Tax Planning; Inheritance Tax, Estate and Succession Planning; Tax Compliance; HMRC Investigations.

Experience

Anita joined Evelyn Partners (formerly Smith and Williamson) as a Partner in May 2017 following 16 years at another leading Private Client Firm. Before that, she worked at a Private Bank, having trained within the Big Four. Anita has over 25 years’ tax experience, over 20 of which have been in the Private Client sector.

Anita has a varied client base made up of international families, non-domiciled individuals, clients with residency issues, trusts, UK based high net-worth individuals and executives. Anita assists clients with their tax compliance, HMRC investigations and to fulfill their regulatory obligations as well as advising on strategic tax matters such as domicile, residence, family wealth, trusts and succession.

Notable client work and achievements

• Advising in relation to the reorganisation of a highly complex high value structure with multiple trusts and companies spanning five jurisdictions.
• Advising the executives of a multi-jurisdictional corporate group in relation to a global restructuring of the business.
• Assisting multiple clients with complex tax investigations concerning domicile, residence, non-UK estates and trusts and other domestic and international aspects.
• Extensive experience in advising Formula 1 motor sport professionals and artists in relation to both UK and international issues.

Professional qualifications/memberships

Anita is a member of the Chartered Institute of Taxation, a Freeman of the Worshipful Company of Tax Advisers and a Freeman of the City of London.