Appleby‘s private client offering is drawn from a number of the firm’s practice groups, bringing together expertise in residential property and will drafting, in addition to covering trust disputes, including contentious restructuring processes and breach of trust claims. Practice head Sam Williams takes on the spectrum of private wealth disputes, acting for settlors, their trustees and beneficiaries. Nichola Brennan departed in January 2025, and August 2025 saw David Dorgan return to the firm from JTC Law, adding considerable expertise in the drafting and administering of trusts.
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Key clients

  • Boodle Hatfield
  • Simmons & Simmons LLP
  • Farrer & Co
  • HSBC Trustee (CI) Limited

Work highlights

Advised clients of Boodle Hatfield’s in relation to a contentious cross-border trusts restructuring with proceedings in both Jersey and Guernsey.
Advised the joint executors of a will in relation to a potential intestacy which led to a landmark judgment in the Royal Court in relation to charitable trusts and the severance of invalid purposes.
Advised a UHNW client of Simmons & Simmons' in relation to a multi-jurisdictional family inheritance and wealth dispute in relation to a Jersey corporate structure holding high value London real estate.

Lawyers

Leading partners

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David Dorgan

Practice head

Sam Williams

Other key lawyers

David Dorgan