The ‘problem solvers’ at Appleby are able to handle instructions coming out of complex wills and the drafting of trust instruments, working with the firm’s offices around the world to advise HNW families from a range of jurisdictions, including Asia, Europe and the Middle East. The practice is led by Stuart Tyler and Jeremy Berchem, both of whom utilise their transactional expertise to oversee deals pertaining to trust assets. The ’diligent’ Paula Fry covers both trust disputes, including contentious trust restructuring mandates and efforts to remove trustees, and non-contentious matters including the establishment of trust and drafting of wills.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Good, prompt responses to queries.'
- 'Paula Fry gives excellent service.'
- 'Quick to respond to our requirements, proactive, problem solvers.'
- 'Professional but also nice people.'
- 'Extremely thoughtful, considered approach, with client objectives at the forefront. Very friendly and approachable.'
- 'Paula Fry is diligent, hard-working, always available and practical.'
- 'Appleby provides a personalised approach. They are not a "tick box" company - they ensure that they understand our needs and work with us to ensure that they meet our requirements.'
- 'Paula Fry is always extremely willing to assist and always produces a high quality of work. She is very efficient. We have never had to question what has been provided to us.'
Key clients
- BOW Trustees
- Butterfield Group
- HSBC Group
- Oak Group
- Pensioneer Trustee Company (Guernsey) Limited
- PraxisIFM Group
- PTC Holdings Limited
- Trireme Pension Services (Guernsey) Limited
Work highlights
- Advised the executor of a significant estate in circumstances where a will was poorly drafted, leading to various issues.
- Assisted the trustees of a significant trust which holds shares in a mining group in South Africa with matters of trust and corporate law.
- Advised the trustees of a commercial unit trust on banking and finance, corporate and trust issues, including the technical insolvency of the trust.
Practice head
The lawyer(s) leading their teams.
Stuart Tyler, Jeremy Berchem