Richard Wakeham
Richard Wakeham
Group Head of Commercial | ZEDRA
JURISDICTION
Jersey, Guernsey, England and Wales, Isle of Man, Singapore, Hong Kong SAR, United States, Cayman Islands, Curacao, The Netherlands, Luxembourg, Poland, India, Malta, Switzerland
TOP SPECIALISMS
Family Governance and Business
Fiduciary
Trusts & Trusteeship
Office Location
United Kingdom
Short Biography
Richard leads the Group’s business and client development activities focussing on client retention/satisfaction and intermediary partnerships. He also leads the Group's Marketing team.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Paul Beale
Paul Beale
Head of Family Office and Private Client | KPMG
JURISDICTION
Guernsey, Jersey, Isle of Man, The Bahamas, Cayman Islands
TOP SPECIALISMS
Family Office
Relocation and Cross-Border Advisory
Tax Advisory
Office Location
Guernsey
Short Biography
I lead the Family Office and Private Client team for KPMG Islands Group offering UK and international support to global families and their structures.
What is your favorite restaurant to take a client or colleague to?
Red
What is the best piece of advice you have ever received?
Value yourself, or what chance do you have.
What was your first job?
Cashier at McDonalds
What is the book you recommend to everyone?
Legacy - by James Kerr
What changes do you expect to see in your practice over the next year?
Opportunities arising from challenges in the global tax and regulatory environment.
Joanna Mulhern
Joanna Mulhern
Managing Director | ZEDRA
JURISDICTION
Isle of Man, United Kingdom
TOP SPECIALISMS
Family Office
Fiduciary
Trusts & Trusteeship
Office Location
Isle of Man
Short Biography
Trust and Estate practitioner with over 30 years industry experience.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Joanna Poole
Joanna Poole
Partner | Farrer & Co
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Guardianship and Mental Capacity
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
Joanna is a partner in Farrer & Co's Contentious Trusts and Estates team. She advises trustees, beneficiaries and charities on the full range of onshore and offshore contentious trusts and estates matters. Clients come to Joanna for assistance with probate claims, claims under the Inheritance (Provision for Family and Dependents) Act 1975, constructive trust claims, proprietary estoppel claims and breach of trust claims. She has particular experience of defending the validity of trusts against third party attacks on grounds such as sham. She also advises on professional negligence claims against trustees, lawyers and accountants where there is a trust or estates angle.
What is your favorite restaurant to take a client or colleague to?
Spring @ Somerset House
What is the best piece of advice you have ever received?
Never deliver bad news on a friday if you can avoid it!
What was your first job?
Working at the local SeaLife Centre
What is the book you recommend to everyone?
Mary Kondo's The Life Changing Magic of Tidying Up!
What changes do you expect to see in your practice over the next year?
Adapting to the presence of AI
Edward Cumming KC
Edward Cumming KC
Barrister | XXIV Old Buildings
JURISDICTION
England and Wales, British Virgin Islands, Cayman Islands, Bermuda, Guernsey, Jersey, Isle of Man
TOP SPECIALISMS
Commercial Litigation
Estates: Contentious
Trusts: Contentious
Office Location
United Kingdom
Short Biography
“The perfect modern barrister” and “the absolute best”, Edward Cumming KC has acted in some of the most significant and highest-profile trust and succession litigation in recent years. He is recommended as a leading KC in nine separate categories in the latest Chambers & Partners, and eight separate categories in the latest Legal 500. The directories, which have long recognised Edward as a “lion in court”, describe him as “just an amazing individual” and “a very smooth advocate, who is persuasive, articulate and nimble on his feet”, saying “Edward is an absolute superstar. He has a phenomenal work rate, huge intellect, an elephantine memory, and [is] utterly charming with it”. “He works incredibly hard, is commercial, is an outstanding advocate and is loved by clients for being aggressive and knowing their cases inside out. He is the first name that comes to mind for any high value and difficult case”.
What is your favorite restaurant to take a client or colleague to?
Tomos Parry’s Brat
What is the best piece of advice you have ever received?
Don’t believe the hype.
What was your first job?
Receptionist at the Premier Travel Inn at Tewkesbury Strensham services on the M5
What is the book you recommend to everyone?
Believe It by Nick Foles
What changes do you expect to see in your practice over the next year?
Annemarie Hughes
Annemarie Hughes
Head of Private Client | DQ Advocates
JURISDICTION
TOP SPECIALISMS
Charitable Planning and Philanthropy
Probate
Trusts & Trusteeship
Office Location
Isle of Man
Short Biography
Annemarie has gained a reputation as one of the Island’s foremost trust and pensions specialists, advising on complex contentious and non-contentious trust and foundation matters. A Chartered Tax Adviser and board member of STEP Isle of Man, Annemarie contributes to many private client publications, and presents at international and domestic conferences. Annemarie is also a member of the Association of Pension Lawyers and the Society of Pension Professionals.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?