Appleby's private client, trusts and tax practice counts major charities, trust companies, corporate service providers and HNWIs as clients, leading on complex and high-value contentious and non-contentious matters. Dispute resolution expert Mark Holligon advises on novel trust law concerns that arise amid cross-border matters, and Charles Davies is a skilled court advocate. Melissa Wong represents financial service clients and advises individuals on trust and foundation establishment and governance, while Erin Trimble-Cregeen counsels trustees and beneficiaries on their estate law obligations. Phillip Cronje has been involved in a number of contentious trust disputes.

The dedicated practice at DQ leads on high-profile trust and tax matters, both contentious and non-contentious, and is often instructed by leading UK-based law firms and financial sector clients. Annemarie Hughes is an experienced private client advocate who leads on complex trust management and dispute matters and has a specialist practice in international tax investigations, and Catherine French advises large trust companies and HNW private clients on tax compliance and trust structure establishment. Donna Matthews leads on non-contentious trust administration and restructurings, and consultant Greg Jones is an experienced tax specialist.

Simcocks provides counsel to trustees, beneficiaries and private clients on complex tax compliance matters, trust fund acquisitions and management and pensions scheme establishment. With considerable depth of experience, the practice is led by Phil Games, who often acts as director for bespoke multi-jurisdictional trust structures in addition to managing wills and estates. Kevin O’Loughlin advises private clients on matters at the intersection of trust and company laws and regulations, Caroline Jennings handles family law matters, and Louise Byrne is an experienced litigator who tackles divorces and other civil disputes.

Humphrey & Helfrich‘s work for private clients covers trust and estate administration, will drafting, and Isle of Man tax considerations for both trust companies and HNWIs. Stacey Meakin heads the department, with specialties covering estate planning and complex power of attorney matters across jurisdictions. Rebecca Bannister works with the dispute resolution practice on contentious private client and estate management matters as well as on non-contentious work, and corporate expert Mark Humphrey is often named executor to large estates.

Whittles Law Limited was founded in 2024, incorporating Advocate John Rimmer, a legacy boutique in the private client, trusts and tax space. John Rimmer himself is a highly experienced private clients law specialist, whose multidisciplinary practice spans complex and contentious inheritance and divorce disputes as well as estate administration and planning. Hollie Ranscombe is a probate specialist, leading on complex and high value matters and acting as a personal representative for clients. The firm’s capabilities were bolstered in May 2024 by the arrival of experienced litigator Gillian Christian.