Appleby's private client, trusts and tax practice counts major charities, trust companies, corporate service providers and HNWIs as clients, leading on complex and high-value contentious and non-contentious matters. Dispute resolution expert Mark Holligon advises on novel trust law concerns that arise amid cross-border matters, and Charles Davies is a skilled court advocate. Melissa Wong represents financial service clients and advises individuals on trust and foundation establishment and governance, while Erin Trimble-Cregeen counsels trustees and beneficiaries on their estate law obligations. Phillip Cronje has been involved in a number of contentious trust disputes.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Appleby has a broad range of industry specialist knowledge and can assist with any transaction. Appleby is very visible within the local industry, networking events etc., but back this up with availability and responsiveness.'
- 'The individuals are able to communicate at all levels and discuss complex matters in simple terms if required which clients do appreciate. Melissa Wong stands out for her local legislative knowledge and communication and collaboration skills.'
- 'Real expertise in complex high value trust litigation and depth of experience. Unlike a lot of other Isle of Man firms, they handle litigation with ease without the support of English solicitors. They are very client friendly. Charming to work with while very professional.'
- 'Mark Holligon has a wealth of experience and is very good on his feet. A very confident advocate. Erin Trimble-Cregeen is a very talented trusts lawyer who is extremely bright. Phillip Cronje is a superb litigator, showing excellent tactical skills way beyond his year of qualification.'
- 'Excellent all round.'
- 'Melissa Wong is my go-to for all advice regarding private wealth matters on the IoM. She is excellent and very responsive.'
Work highlights
Advised the settlor of a trust worth £150m with a complex internal structuring of assets.
Acted as Isle of Man legal advisors to an international humanitarian charity with annual income of approx. £290m.
Acted for a trustee in £200m+ trust dispute.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Practice head
Mark Holligon
Other key lawyers
Charles Davies; Melissa Wong; Erin Trimble-Cregeen; Phillip Cronje