Tom Neill

Professional and industry experience

• Tom is a US personal tax advisor who specialises in assisting American Expats and non-Americans with ties to the US
• Having relocated from London to Bermuda with his family in 2019, Tom has nineteen years of experience in US and UK taxation.
• Tom has worked with individuals across a wide variety of sectors, with a current focus on the insurance and reinsurance industry, advising companies and their employees in relation to their US tax obligations.
• Tom provides pragmatic, practical guidance to people with complex cross-border tax affairs, helping people to plan effectively for tax purposes and stay ahead of their compliance obligations. He adds further value to businesses by ensuring their assignees’ tax affairs are well-managed, freeing up their employees to focus on the needs of their business.
• Tom also works with Trustees, Settlors and key Beneficiaries of non-US trusts to ensure that the structure is tax-efficient for US persons, and to ensure that annual compliance obligations are met

Recent engagement experience

• For nineteen years, Tom has helped companies and their senior executives to manage their annual tax compliance obligations.
• Tom assists both Americans and non-Americans with investments in the US, in managing their income tax and Estate and Gift Tax exposures.
• Tom works with trustees, settlors and beneficiaries of non-US trusts, in navigating the complex US tax regime for foreign trusts, ensuring compliance requirements are met and appropriate tax planning is undertaken.
• Tom also guides local employers on their US and UK withholding and reporting obligations when employees travel outside Bermuda.