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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

Partner

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