Private Client & Trusts
Our Private Client and Trust team has built up a strong reputation as advisors on both contentious and non-contentious private client related matters within the Isle of Man.
We provide a complete, integrated service to local and international trust clients. We also provide advice on establishing and administering Isle of Man trusts, foundations and charities.
The head of this specialist team, Annemarie Hughes, is regarded by clients and peers alike as one of the Island’s leading trust lawyers. She is ranked as a ‘leading individual’ by Legal 500. Annemarie Hughes currently sits on the board of STEP Isle of Man.
Our team advises a broad range of clients including banks, corporate trustees and other leading institutions both on and off the Isle of Man as well as individuals. Our specialist lawyers regularly present at international and local conferences and seminars and are regular contributors to trust journals.
We offer a complete range of private client services, including estate planning, wills, probate, the administration of estates, succession law and wealth management for both local and international individuals, families and businesses.
DQ has extensive experience in multi jurisdictional matters and advises internationally mobile senior executives and entrepreneurs. We aim to provide our clients with the highest of standards and excellence as trusted advisers.
Our Private Client and Trusts team offers expert advice in the following areas:-
- Private Client
- Estate planning
- Wills and estates
- Powers of attorney
Deputy Pensions Ombudsman Determination Update – Key Aspects
Over the course of 2022, we published several articles setting out key aspects from the determinations of the (then)...
‘Insolvent Trusts’: Priority goes to ….?
The Privy Council recently handed down the monumental decision in the joined cases of Equity Trust (Jersey) Ltd v...
Pensions: Investment Decisions: a possible shift in approach and undesirable consequences for SIPP providers in the Isle of Man?
Past Ombudsman determinations The (then) Deputy Pensions Ombudsman in the Isle of Man (the “Ombudsman”) has published several determinations, dating...
Legal Update: Trusts and Trustees Bill 2022
The Trust and Trustees Bill 2022 (the “Bill”) has recently undergone consultation in the Isle of Man, seeking feedback...
Ombudsman determination update: duty of care owed by pension scheme administrators/managers – appropriate service levels and guidance on compensation
In the recently published determination of the (then) Deputy Pensions Ombudsman in the Isle of Man (the “Ombudsman”) dated...
Can I hold Cryptocurrency on Trust?
For the first time an English Court has considered whether cryptocurrencies could be held on trust in the decision...
Death benefit payments – Pension Trustee Decisions
In the recent case of Punter Southall Governance Services Ltd v Benge EWHC 193 (Ch) the Court was...
In this note we consider the potential effect of a standard Will provision on previous appointments made by an...
Legal Update: Trustees’ momentous decisions
What is a momentous decision? A momentous decision is the power under a trust deed or statute to make...
In the Matter of the May Trust – a change in the focus on trust distributions?
The Jersey Court in the recent case of The May Trust from earlier this year took a different approach...