Appleby provides contentious and non-contentious advice on a wide range of high value cross border trust, foundation, pension and estate matters. The team is involved in some of the largest disputes on the island and works with the firm’s teams across the Crown Dependencies on complex cross-border matters. Charles Davies is an experienced trust litigator who often handles international disputes. He co-leads the team with Mark Holligon , who also acts as head of the firm’s dispute resolution department. Melissa Wong handles all aspects of trust and foundation related matters, while Erin Trimble-Cregeen specialises in trust and estate disputes.

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Testimonials

Collated independently by Legal 500 research team.

'Erin Trimble-Cregeen has been excellent! Fantastic communicator, very thorough, diligent exceptional resolution skillset.'
‘The team and in particular Melissa Wong is very proactive and always reachable.’

Key clients

Ocorian Trust (Isle of Man) Limited
Barclays
HSBC
Gordon Wilson & Co Ltd
An international humanitarian charity

Work highlights

Advising the trustee of a structure worth £5 billion with the ongoing administration of the trust and associated sub-trusts.
Acting for beneficiaries of a discretionary trust valued €1 billion with an ongoing dispute with the trustee and other beneficiaries including applications to court.
Acting as general Isle of Man law advisor to trustee of large, multi-jurisdictional trust structure

Lawyers

Rising stars

Melissa Wong

Appleby

Melissa is a senior associate within the Corporate department in the Isle of Man, specialising in Private Client & Trusts work and Commercial Property. Melissa acts for international financial institutions, law firms and corporate service providers, advising on a full range of complex legal issues which affect both their own businesses and those of their clients. Melissa deals with all aspects of trust, foundation and estate related matters including trust and corporate transactions, restructuring, provision of advice to trustees, council members, beneficiaries and protectors, assisting executors and beneficiaries with Isle of Man probate and providing legal opinions on the authority and capacity of trustees and foundations to enter into a variety of transactions.

Practice head

The lawyer(s) leading their teams.

Charles Davies, Mark Holligon

Other key lawyers

Melissa Wong, Erin Trimble-Cregeen

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Private client, trusts and tax