Marilyn McKeever

She specialises in international and UK estate planning including personal and trust taxation and all aspects of offshore and onshore trusts and wills. She focuses in particular on estate planning for non UK domiciled clients, especially those with a US connection. She obtains and co-ordinates advice on cross border tax and legal matters, such as compulsory inheritance rules and cross-border tax and double tax treaty issues. She also advises on charity matters including tax efficient charitable giving. Marilyn also practises in the area of “commercial trusts” including trust issues relating to employee benefit trusts, unit trusts and pension schemes, issues affecting commercial transactions to which trustees are parties and the use of trusts to achieve commercial objectives.

Marilyn is a member of the Law Society Capital Taxes Sub-Committee and contributed on behalf of the Law Society of England and Wales, to the discussions with HMRC on the 2008 non-domiciled rules through the Stakeholder Forum on residence and domicile. She was appointed by the International Fiscal Association (IFA) as one of the branch reporters representing the UK on the topic of “Death as a taxable event and its international ramifications” at the 2010 Annual Congress in Rome. The IFA is the leading non-governmental international organisation dealing with tax matters.

Marilyn has contributed the UK part of the chapter on High Net Worth Individuals to the OUP book on “The Law of Investment Management” and regularly writes and speaks on tax and trusts matters.