Marilyn McKeever's Case Studies

Employment-related securities

This matter involved advising a UK resident client who was about to become deemed domiciled on the receipt of shares from his employer, including:

  • Income Tax issues on the receipt of the shares and the options open to him
  • The application of PAYE and National Insurance contributions
  • The establishment of a trust to provide for multiple family members


Top quality of knowledge and advice; appropriate response and no waiting times; personal approach and great value for money; Marilyn certainly goes above and beyond and the level of details in her work is beyond excellent - she is extremely smart and has an incredible human approach to the client.

Marilyn McKeever


Related Case Studies

International pension scheme: taxation of member

In this matter, we advised a non-domiciled client on the taxation of benefits received from an Employer Financed Retirement Benefits Scheme.


Protected trusts and a deemed domiciled settlor

This matter involved advising a non-domiciled individual who became deemed domiciled on 6 April in relation to restructuring his trust. In particular, we advised in connection with loans to the...


US expatriate non-dom tax and estate planning

This matter involved advising a non-UK domiciled client who had expatriated from the US on trust and Will planning for his family, some of whom are still US citizens, including:...


Residence, domicile and multi-jurisdictional estate planning

This matter involved advising a non-domiciled but UK deemed domiciled individual who moved abroad on: Becoming non-UK resident The loss of deemed domicile Estate and succession planning depending on whether...