Marilyn McKeever's Case Studies

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 he survived the loss of deemed domicile or not
  • The impact of his current and future status on existing trusts for other members of the family
  • Liaising with US advisors to exploit the individual’s status in new planning to benefit US citizen members of his family

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

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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:...


Employment-related securities

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