DQ

Private Client, Trusts & Pensions

Senior Counsel and Head of Private Client, Trusts & Pensions.

Annemarie has significant experience advising private clients/HNWIs, TCSP’s and insurance and pensions companies on complex trust, pensions and private client matters, both domestic and international.

Annemarie’s specialist areas of practice are:

• Private Client
• Trusts
• Regulatory and tax investigations
• Pensions
• Insurance
• Probate & Wills

Qualified as a solicitor 2001; tax consultant and trust director of Isle of Man fiduciary services provider 2002-05; senior associate Appleby 2005-2010; re-qualified at the Manx Bar with Appleby 2007; director Dougherty Quinn 2012. Publications of note: IOM chapters of Planning & Administration of Offshore & Onshore Trusts – published by Bloomsbury Professional and Butterworths’ Offshore Service published by Lexis Nexis. Regular speaker on domestic and international conference circuits on topics such as trustee’s duties, foundations and TIEAs.

English

Board member STEP Isle of Man and co-chair of STEP’s Isle of Man’s Technical & Policy Sub Committee; chartered tax advisor CIOT; trust and estate practitioner STEP. DQ is an Associate Member to the Isle of Man’s Association of Pension Scheme Providers.

Travel, live music.