Marilyn McKeever's Case Studies

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 trust to ensure it was not “tainted”, protecting the trust’s favourable tax treatment and advising him on the new non-domicile rules as they apply to him and his trust.


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.


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...


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...