Milestone co-founder, Andy, has extensive experience in the international tax aspects of mergers, acquisitions, disposals, corporate restructuring and investment funds. Andy cut his teeth at PwC in New Zealand and London, where for eight years he advised on several headline acquisition, exit and funding structures for private equity clients.

Prior to joining Milestone, Andy spent two years in Equity Capital Markets, Investment Banking at Lehman Brothers where he specialized in tax structured equity derivatives to complement and enhance client hedging strategies.

Andy is responsible for the funds offering at Milestone that covers all elements of fund advisory from structuring, manager remuneration, transfer pricing and HMRC enquiries.

Most recently, Andy has:

  • provided ongoing assistance to a Dutch private equity house and it’s London based management team in structuring the fund vehicles and connected advisory elements, management participation and carried interest planning;
  • advised a European hedge fund on the tax implications and risks arising from secondary market debt and equity acquisitions, including structuring, treaty interpretation, U.S. portfolio interest exemption analysis and origination risks;
  • advised a financial broking UK plc on a pre-disposal reorganisation to demerge the existing business in preparation for sale to a US purchaser and provide a capital gains exit for the management team;
  • advised a startup fund of experienced portfolio managers on an efficient acquisition, management and deferral of tax crystallization for Indian cold storage and African biomass investments; and
  • advised a HNWI on the tax implications of acquiring a substantial villa in Sardinia, managing the conflicting laws between the UK, Italy, and the Netherlands.

Andy is a barrister and solicitor of the High Court of New Zealand and was admitted to the New Zealand bar in 1999.  Andy is also a member of the International Bar Association and International Fiscal Association.

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Public Registers of Company Ownership in the British Overseas Territories – 20 June 2018

Conservative MP Andrew Mitchell jumped onto the Commons soapbox recently and told MPs that Britain’s Overseas Territories (Cayman, BVI, Bermuda) should be forced to open their company registers to public scrutiny.  The Crown Dependencies (Jersey, Guernsey and the Isle of Man) have escaped because of their governance structure, but for how long?

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