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The Legal 500 Hall of Fame Icon The Legal 500 Hall of Fame highlights individuals who have received constant praise by their clients for continued excellence. The Hall of Fame highlights, to clients, the law firm partners who are at the pinnacle of the profession. In the United Kingdon, the criteria for entry is to have been recognised by The Legal 500 as one of the elite leading lawyers for eight years. These partners are highlighted below and throughout the editorial.
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United Kingdom > Isle of Man > Private client, trusts and tax > Law firm and leading lawyer rankings

Editorial

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Index of tables

  1. Private client, trusts and tax
  2. Hall of Fame
  3. Leading individuals
  4. Next generation lawyers

Hall of Fame

  1. 1

Leading individuals

  1. 1

Next generation lawyers

  1. 1

Who Represents Who

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Associate Kevin O’Loughlin is ‘a leading trusts practictioner on the Isle of Man’ and plays a key role in Simcocks’ team, which ‘is able to meet tight turnaround times without sacrificing its ability to provide sound, pragmatic and well-reasoned advice’. The group is currently advising an Isle of Man-regulated trustee which owns a landed estate in the UK on tax liability issues, and the highly recommended Amy Coole assisted a wealth management company with the conversion of an existing structure into a private trust company. On the contentious side, Christopher Arrowsmith collaborated with O’Loughlin to defend the beneficial owner of an Isle of Man company who sought to transfer its shares to her in order to wind up the structure; this was challenged by the shareholders, who applied for the court’s directions. Phil Games spearheads the offering and is also a name to note.

Advocate John Rimmer Limited is a boutique private client firm which represents clients in the full gamut of non-contentious and contentious trust matters. A US resident recently appointed the team to assist with the forced return of funds from parties administering them in complex structures, and founding partner John Rimmer oversaw the drafting of documentation for the effective exclusion of an individual from benefit under two family settlements. Consultant Gillian Christian guided a charity through several reorganisation projects, trust term amendments and a number of court applications with regard to a variety of schemes. Further highlights included advising on complex tax liabilities issues and the multi-jurisdictional relocation of individuals. Also notable is associate Hollie Ranscombe, who continues to act as the executor of the estates of a high-net-worth couple.

Clients find Appleby ‘very thorough in its advice yet very practical in its approach, showing a real understanding of the commercial realities trustees face'. The team continues to act as sole Isle of Man counsel to the trustee of a succession planning structure for an international ultra-high-net-worth individual, and a number of household names appointed the group to oversee the formation of 28 new foundations on the island as part of a long-term restructuring project to avoid new account-filing regulations in their home jurisdiction. The ‘very pragmatic and sensible’ David Pytches leads the outfit and recently advised a professional services provider on the implications of reporting obligations in the UK, specifically with regard to duties of confidentiality under Manx law and the cross-over between Manx and UK law. Other notable contacts include Charles Davies, Mark Holligon, and associate Erin Trimble-Cregeen.

Known for its ‘first-class level of service and sound and quick advice’, DQ’s dedicated private client and trust team acts for clients such as Equiom, Zedra and First Names Group in the full gamut of advisory and contentious mandates. ‘Very approachable’ practice head Annemarie Hughes has ‘great knowledge of local charity law’ and is currently advising the trustee of three complex structures on the drafting of a special power of appointment and deed to amend the perpetuity period of each trust. Further highlights included overseeing trustees’ responses to tax information exchange agreement requests by UK and other international tax authorities, handling the transfer of properties from one structure to another, and drafting a deed of indemnity and release of covenant on the transfer of funds. On the contentious side, senior associate Tara Cubbon has a strong track record acting for banking institutions, corporates, liquidators and trust companies in complex litigation. Associate director Donna Matthews specialises in non-contentious matters, and Sinead O’Connor spearheads the firm’s regulatory and compliance sub-unit.

Long & Humphrey acts for both domestic and international clients in the full range of private client work under the leadership of Mark Humphrey. He recently advised a high-net-worth couple with substantial business interests in the UK and the Middle East on estate planning, wills, enduring powers of attorney and trust law. The practice was recently bolstered by the arrival of solicitor Catherine Gilmartin from a financial services company; alongside Humphrey she is currently acting as and for the executor of a significant estate with regard to cross-border issues and a claim of lack of testamentary capacity by the widow of the deceased. Further contentious highlights include Oliver Helfrich’s advice on a contentious probate matter on behalf of the deceased, who had cut his wife and children out of his will to benefit three charities instead.

The private client practice at M&P Legal has a strong track record in the probate space and handles high-value family trust work following referrals from leading UK firms. Counsel Christopher Brooks acts for one of the island's leading trust and fiduciary services companies and heads the team with the support of Christopher Murphy.

The private client team at MannBenham Advocates Limited handles applications to court, probate issues, estate administration and mental capacity mandates. The main names to note are senior counsel Paul Beckett and Christopher Webb, who handles the contentious side of the practice.

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