Marilyn McKeever

Marilyn is a consultant in the firm’s private wealth team and specialises in international and UK tax and estate planning.

Marilyn works principally with international individuals and families and the trustees of their trusts to help them manage the family wealth. She has built long-term relationships with many clients and has helped them to adapt their planning as the family’s circumstances and needs, and the applicable tax rules, evolve.

She focuses on planning for non-UK domiciled clients and those who are, or may become, ‘long-term residents,’ especially those with a US connection, and advises on all aspects of offshore and onshore trusts and wills. She also advises on the new rules applicable to UK resident individuals with a foreign connection and the transition from the remittance basis of taxation.

Marilyn guides clients through the complex rules on domicile, deemed domicile, long-term residence, and residence and helps them with pre- and post-arrival planning and longer-term inheritance tax and succession planning.

Her clients’ needs are wide-ranging and include cross-border succession and will planning, the mitigation of double taxation, and tax-efficient charitable giving.

She has extensive expertise in employee benefit trusts, ‘disguised remuneration,’ and onshore and offshore pension schemes.

In her role as a member of the Tax Law Committee of the Law Society, she regularly engages with HMRC on policy and new legislation in the offshore and non-domicile field.

She has been a member of the Society of Trust and Estate Practitioners (STEP) since its formation.

She combines her practice with sitting as a judge of the First Tier Tax Tribunal, which gives her an insight into the operation of the tax system in a practical context.