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Marilyn McKeever's Case Studies

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:

  • Avoiding deemed domicile and becoming non-resident
  • The establishment of a protected trust, taking into account the UK and US tax regimes
  • The taxation of him as settlor, and members of the family as beneficiaries, in the light of the new non-domicile rules and, where relevant, continuing US status

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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