Private client, trusts and tax in Isle Of Man

DQ

DQ's practice in this space is jointly led by the 'highly reputableAnnemarie Hughes who is 'knowledgeable, personableempathetic' and 'puts her clients needs at the forefront of everything she does'. She advises on contentious and non-contentious trusts, private wealth and pensions, and is particularly skilled in cross-border structures. Other key figures are associate director Donna Matthews, who is an expert in advisory issues in relations to trusts and is a qualified Notary Public.

DQ's practice in this space is jointly led by the 'highly reputableAnnemarie Hughes who is 'knowledgeable, personableempathetic' and 'puts her clients needs at the forefront of everything she does'. She advises on contentious and non-contentious trusts, private wealth and pensions, and is particularly skilled in cross-border structures. Other key figures are associate director Donna Matthews, who is an expert in advisory issues in relations to trusts and is a qualified Notary Public.

Testimonials

‘ A friendly and approachable law firm. Responsive and sensitive in times of pressure. You feel confident that they have got your back.’

‘Annemarie Hughes is a highly reputable advocate in her field. She is knowledgeable, personable, empathetic and puts her clients needs at the forefront of everything she does. ‘

‘Very responsive and pragmatic. They have a wide range of skills and are therefore able to deal with most queries that we have on various issues.’

‘Annemarie Hughes stands out for me as she is very knowledgeable in her subject and quick to respond. She provide very good guidance on matters.’

‘No matter the issue in hand they will have someone who will be the leading specialist who can assist.’

Simcocks

Providing 'trustworthy legal advice promptly and cost-effectively',  Simcocks is well known in the local market for its work on structuring trusts and foundations. Practice head Phil Games works on these high value and multi-jurisdictional structures, with additional expertise as a Notary Public. At associate level, he is supported by family law specialist Caroline Jennings, who is singled out for her 'quick thinking' and 'depth of knowledge', and Kevin O’Loughlin, who is also an expert in trust law.

Providing 'trustworthy legal advice promptly and cost-effectively',  Simcocks is well known in the local market for its work on structuring trusts and foundations. Practice head Phil Games works on these high value and multi-jurisdictional structures, with additional expertise as a Notary Public. At associate level, he is supported by family law specialist Caroline Jennings, who is singled out for her 'quick thinking' and 'depth of knowledge', and Kevin O’Loughlin, who is also an expert in trust law.

Practice head(s):

Phil Games

Other key lawyers:

Caroline Jennings

Testimonials

‘Very helpful and efficient practice who always go out of their way to assist.’

‘We regularly use their private client department, mainly on property matters and our clients are always happy with their services. Very good response times to any queries sent.’

‘Simcocks family team are able to provide trustworthy legal advice promptly and cost effectively. They are perceptive in providing legal advice that is succinct, practical and user friendly for their peers and for their clients. They understand the need to provide advice that the client can ‘run with’ so that it does not need to be deciphered before the advice can be put to use.’

‘Simcocks are effective at working collaboratively and with a team spirit in mind. They provide solutions and think outside of the box. Caroline Jennings – quick thinking, depth of knowledge, practical as well as legal advice. Caroline is forward thinking and will go above and beyond to help, even contacting me some time after my initial request for advice to inform me of a situation that may assist my client. ‘

‘Within this market Simcocks have been excellent at ensuring their clients requirements are clearly and accurately transmitted to all parties to ensure an efficient and focused response to the case in hand.’

‘The team is excellent and provide quality advice in a timely manner. They go the extra mile and are very knowledgeable about their areas of expertise. The individuals are very knowledgeable and the advice given is provided in a easily understandable manner.’

Advocate John Rimmer Limited

Advocate John Rimmer Limited is the banner under which specialist sole practitioner John Rimmer advises on both contentious and non contentious issues surrounding the management of wills, estates, wealth and trusts. His work includes advising beneficiaries, trustees, settlors and charities.

Advocate John Rimmer Limited is the banner under which specialist sole practitioner John Rimmer advises on both contentious and non contentious issues surrounding the management of wills, estates, wealth and trusts. His work includes advising beneficiaries, trustees, settlors and charities.

Practice head(s):

John Rimmer

Appleby

Appleby advises on all aspects of trusts and estate law, with a history of advising individuals, families and their advisers. Managing partner Faye Moffett is a key name in this space, with expertise in the establishment and management of wealth structures; Melissa Wong, who is also qualified in the BVI is another notable name. Turning to contentious work, Mark Holligon has extensive experience in trust litigation.

Appleby advises on all aspects of trusts and estate law, with a history of advising individuals, families and their advisers. Managing partner Faye Moffett is a key name in this space, with expertise in the establishment and management of wealth structures; Melissa Wong, who is also qualified in the BVI is another notable name. Turning to contentious work, Mark Holligon has extensive experience in trust litigation.

Practice head(s):

Faye Moffett; Mark Holligon

Testimonials

‘Modern/efficient practice.’

‘Melissa Wong is solution driven.’

‘I find the team to be knowledgeable and responsive to my clients’ needs and, when required, make the home visits to the client to ensure timely completion of legal matters.’

‘All professional and understanding of the needs of private clients.’

BridsonHalsall Advocates

BridsonHalsall Advocates advises on contentious and non-contentious aspects of trusts and estates, with a notable strength in handling immigration work for private clients. The team has been involved trusts and estates subjected to allegations of fraud and money laundering, as well as high divorce proceedings and immigration issues. Martine Fleming leads the team and is supported by immigration specialist Maria Bridson.

BridsonHalsall Advocates advises on contentious and non-contentious aspects of trusts and estates, with a notable strength in handling immigration work for private clients. The team has been involved trusts and estates subjected to allegations of fraud and money laundering, as well as high divorce proceedings and immigration issues. Martine Fleming leads the team and is supported by immigration specialist Maria Bridson.

Practice head(s):

Martine Fleming

Other key lawyers:

Maria Bridson

Testimonials

‘A young , dynamic and very responsive firm covering all disciplines including immigration.’

Work highlights

  • Advising trustees of two Isle of Man trusts on English divorce proceedings.
  • Advising  a personal representative of a complex multi-jurisdictional estate on distribution and application to the Isle of Man Court for release and discharges.
  • Advising Isle of Man trustees on potential rectification of trusts applications.

Callin Wild

Callin Wild is 'a good sized, general practice firm with expertise in all of the main areas', most notably involving issues of mental capacity. Associate advocate Marc Furness leads the practice and is 'faultlessly courteous', 'explains the legal aspects clearly in layman's terms' and 'is very sympathetic towards clients'.

Callin Wild is 'a good sized, general practice firm with expertise in all of the main areas', most notably involving issues of mental capacity. Associate advocate Marc Furness leads the practice and is 'faultlessly courteous', 'explains the legal aspects clearly in layman's terms' and 'is very sympathetic towards clients'.

Practice head(s):

Marc Furness

Testimonials

‘A good sized, general practice firm with expertise in all of the main areas.’

‘Excellent communication and ability within this field. He is my go to person in the Isle of Man for any Wills and Probate matters and is incredibly reliable and reassuring which is so very valuable for clients dealing with this type of personal matter.’

‘Excellent communication. I have no hesitation in referring clients their way. ‘

‘From the first contact by email and telephone the process went very smoothly and without any hitch.’

‘Marc takes the time to listen carefully to his client’s needs and deliver what they want without making them feel rushed or unimportant. In the delicate area of wills, trusts and estates this is highly valued.’

‘Marc is faultlessly courteous, he explains the legal aspects clearly in layman’s terms and has been very sympathetic towards my client, whose mental capacity has gradually deteriorated.’

Long & Humphrey

Long & Humphrey provides 'effective services in the main practice areas: litigation, commercial, trusts and estates and general private client' and delivers 'a highly professional, practical and personal service'. Mark Humphrey leads the practice and is particularly known for his work in various trusts and succession issues; senior associate Catherine Gilmartin stands out for multi-jurisdictional issues, with qualifications in both England and Wales and the Republic of Ireland.

Long & Humphrey provides 'effective services in the main practice areas: litigation, commercial, trusts and estates and general private client' and delivers 'a highly professional, practical and personal service'. Mark Humphrey leads the practice and is particularly known for his work in various trusts and succession issues; senior associate Catherine Gilmartin stands out for multi-jurisdictional issues, with qualifications in both England and Wales and the Republic of Ireland.

Practice head(s):

Mark Humphrey

Other key lawyers:

Catherine Gilmartin

Testimonials

‘The two founding partners of the firm are well respected practitioners in their fields and were formerly partners in the historic firm Dickinson Cruickshank, (now Appleby’s Isle of Man office). They have built a strong practice on these foundations with deep roots in the Island community. ‘

‘The firm provides effective services in the main practice areas: litigation, commercial, trusts and estates and general private client.’

‘Mark Humphrey is an able and resourceful lawyer who leads the private client side of the practice and specialises in commercial property work but who also deals with matters involving dispute resolution if they arise for his clients. He is known to appear in the Island’s Courts in complex licensing cases and planning matters.’

‘Associate Matthew Kinrade  is a “coming man” on the private client side.’

Associate Stacey Meakin is a most capable lawyer in commercial and other matters.

‘Before setting up this firm over 10 years ago the present partners were all either partners or associates in one of the largest firms on the Island.’

‘Mr Humphrey is what we would call in my time in the Bar a General Practitioner. This type of person is so lacking now on the Island. So many people and companies still prefer to have their own personal advocate to advise them on whatever issue is required. Mr Humphrey is one of the few advocates on our Island who can achieve that, so he can advise clients on their wills, their trusts, their tax issues, their property requirements and even issues likely to involve court work.’

‘Long & Humphrey give a highly professional, practical and personal service. They take time to understand a clients objectives/problems and find the most economic and practical solutions. ‘

‘The whole team is integrated bringing in relevant other skill sets where necessary. They don’t just give legal answers but work with the clients and their professional advisors to achieve the best outcome for the client.’

‘Because of this Long & Humphrey are the firm that we recommend for Isle of Man legal matters. The team provide pragmatic, sensible and efficient advice. The team are always available to respond to queries and do so with sound knowledge and the best interests of the client in mind.’

‘Rob Long provides sage advice on the most complex of private client matters.Mark Humphrey is expert in the nuances of family law and the complexities of trust law. His advice has been invaluable in many a difficult engagement.’