Appleby advises clients across the spectrum of trust challenges, including the setting up and subsequent restructuring of trusts. In addition, the team works alongside the firm’s disputes practice when matters become contentious, while working with the corporate team on matters pertaining to companies held in trust. Nichola Brennan assists trustees and beneficiaries with the structuring of Jersey trusts, leading the team alongside disputes specialist Fraser Robertson, who tackles the gamut of trust disputes and associated commercial matters. Giles Corbin advises on the use of trusts as both wealth-holding and charitable vehicles, while Michael Davies acts for trust companies regarding indemnities and supplemental instruments.
Testimonials
Collated independently by Legal 500 research team.
- 'They are very attentive and quick to respond. Drafting is exemplary.'
- 'Nichola Brennan has provided an excellent service since moving to Appleby. Her attention to detail is second to none and her written opinions are clear, concise, and leave no room for argument!'
Key clients
- Beneficiary of a Jersey Trust and Managing Director of a Czech operating company
- Jersey Trustee
- LifeCycle Trustee Limited
- Trustees of Jersey Discretionary Trust
Work highlights
- Acted for potential beneficiaries of a Jersey trust in relation to extremely complex trust and highly contentious proceedings in Jersey resulting from extensive and high value unfair prejudice proceedings in England.
- Advised a corporate trustee on a significant trust rectification exercise in circumstances where an earlier individual trustee had been ineffectively appointed.
- Advised LifeCycle Trustee Limited on the establishment of the first ever ‘data trust’ under Jersey law, through a pilot project led by Digital Jersey.
Practice head
The lawyer(s) leading their teams.
Fraser Robertson, Nichola Brennan