Leading Individuals

Next Generation Partners

Private client, trusts and tax in Isle Of Man

DQ

The trusts and private client team at DQ works across the spectrum of the market, offering a range of advice on matters such as tax investigations, wills and probates. Annemarie Hughes is a trust and private client specialist with a particular focus on international tax investigations and TIEA requests. Donna Matthews advises trustees, directors and financial institutions on day to day trust administration, as well as complex restructurings of existing trust structures.

Practice head(s):

Annemarie Hughes; Donna Matthews


Other key lawyers:

Adam Killip


Testimonials

‘We have worked with various members of the time for different matters. They are unique in that they can deal with all issues including legal, tax and regulatory. This escalates them above other firms they have dealt with due to their depth of knowledge.’

‘Annemarie Hughes stands out for us. We have worked with her for a very long time and is our “go-to” person. She is approachable, pragmatic and very knowledgeable in a variety of matters.’

‘The practice covers all bases with their legal, compliance, tax and vat experts.’

‘Annemarie Hughes and Adam Killip are both experts in their areas and always provide practical and helpful guidance.’

Simcocks

Simcocks‘ private client team advises a range of prominent clients on a range of trust and foundation issues, including those involving claims against trustees, trust administration and other contentious and non-contentious matters. The firm also features a dedicated probate team which handles complex wills and estate issues. Phil Games specialises in the creation of bespoke offshore and multijurisdictional trusts and foundations, while Louise Byrne is a litigation specialist with particular experience in high net worth divorce cases. Kevin O’Loughlin handles contentious trust disputes and Caroline Jennings leads the family law practice with significant experience in financially complex and cross-border family matters.

Practice head(s):

Phil Games


Other key lawyers:

Louise Byrne; Kevin O’Loughlin; Caroline Jennings; Sam Alder


Testimonials

‘Simcocks is a long established firm with an excellent reputation on the Island.’

Work highlights


Appleby

Appleby provides contentious and non-contentious advice on a wide range of high value cross border trust, foundation, pension and estate matters. The team is involved in some of the largest disputes on the island and works with the firm’s teams across the Crown Dependencies on complex cross-border matters. Charles Davies is an experienced trust litigator who often handles international disputes. He co-leads the team with Mark Holligon , who also acts as head of the firm’s dispute resolution department. Melissa Wong handles all aspects of trust and foundation related matters, while Erin Trimble-Cregeen specialises in trust and estate disputes.

Practice head(s):

Charles Davies; Mark Holligon


Other key lawyers:

Melissa Wong; Erin Trimble-Cregeen


Testimonials

‘Erin Trimble-Cregeen has been excellent! Fantastic communicator, very thorough, diligent exceptional resolution skillset.’

‘The team and in particular Melissa Wong is very proactive and always reachable.’

Key clients

Ocorian Trust (Isle of Man) Limited


Barclays


HSBC


Gordon Wilson & Co Ltd


An international humanitarian charity


Work highlights


  • Advising the trustee of a structure worth £5 billion with the ongoing administration of the trust and associated sub-trusts.
  • Acting for beneficiaries of a discretionary trust valued €1 billion with an ongoing dispute with the trustee and other beneficiaries including applications to court.
  • Acting as general Isle of Man law advisor to trustee of large, multi-jurisdictional trust structure

Advocate John Rimmer Limited

As a boutique private client firm, Advocate John Rimmer Limited specialises in trust issues with a particular focus on matters concerning private wealth. John Rimmer is a recognised expert in the field with experience advising clients on matters concerning trusts, estates, wills, charity and tax both domestically and internationally. He is supported by Hollie Ranscombe, who specialises in wills and probate.

Practice head(s):

John Rimmer


Other key lawyers:

Hollie Ranscombe; Ilsa Reeves


Humphrey & Helfrich

The private client department at Humphrey & Helfrich offers domestic and international advice to individuals and trust service providers. Stacey Meakin became team leader in 2022, regularly advising international clients with their assets on the Isle of Man, as well as on estate planning and succession requirements. Mark Humphrey advises on trust and family office matters, while Rebecca Bannister handles the full spectrum of private client work.

Practice head(s):

Stacey Meakin


Other key lawyers:

Mark Humphrey; Rebecca Bannister; Shona Quayle


Testimonials

‘Humphrey & Helfrich have assisted with a number of our files in an efficient and pragmatic manner. They respond quickly to queries and provide detailed and fluent communications so that we understand the processes.’

‘Rebecca Bannister communicates effectively and where we have had a difficult case, works out a solution so all parties are appeased.’

‘I have limited experience in dealing with Advocates save that in the area of conveyancing, but my experience with this Company has been refreshing in that they have attended to a somewhat complex issue involving the Estate of a former relative that was made complex by the foreign status of that individual. They completely understood what was required and achieved more in one e-mail than I had achieved in 2 years.’

‘This a firm that have acted with competence and are polite, friendly and a pleasure to deal with.’

‘Rebecca Bannister is an excellent advocate/solicitor. Not only is she good at her job, she has treated my 93 year old father with respect and she has gone the extra mile to make things easier for him.’

‘Shona Quayle was so helpful and supportive.’