Appleby‘s private client and trusts team, under the guidance of Jeremy Berchem and Stuart Tyler, assists clients with the structuring of trusts and wills, and is also able to advise them on mistake and rectification applications, working with the firm’s litigation specialists. Berchem and Tyler leverage their finance and transactional experience to assist HNW clients with deals concerning trust assets. Paula Fry handles trust structuring and restructuring mandates, in addition to appearing in court for clients in applications to vary trusts or remove trustees or protectors.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Large enough to provide authority of sound opinions, but with personalised delivery.'
- 'Excellent understanding of specific issues, approachable.'
- 'Client service, from responding to requests to actioning matters in a timely manner, all done to a high standard.'
- 'Appleby is more responsive than most firms and consistently produces work of a very high standard.'
Key clients
- BOW Trustees
- Butterfield Group
- CSC
- Dixcart
- HSBC Group
- Imperium Group
- Investec Private Wealth
- Invicta Wealth
- IQ-EQ
- New Street Management
- Oak Group
- Pensioneer Trustee Company (Guernsey) Limited
Work highlights
Acted for a trustee/former trustee in defending a claim for breach of trust and duty in relation to the restructuring of certain dynastic family trusts.
Practice head
Stuart Tyler; Jeremy Berchem
Other key lawyers
Paula Fry