Nicola has a wealth of experience in offshore private client work, including many years practicing in Bermuda. She has acted for some of the world’s highest net-worth international families on complex matters including the establishment, amendment and restructuring of trusts, and transactions involving substantial business assets held in trust. Her experience also includes charitable and philanthropic trusts, and establishing and advising commercial purpose trusts, particularly in the insurance sector.
Having acted as a director of high-value trust and holding companies, Nicola has a deep personal insight into the complexities of acting as a trustee. She has extensive experience of trust litigation, in particular, court applications to restructure trusts and extend their perpetuity periods, and is experienced in giving legal opinions on Bermuda trusts and the ability of their trustees to enter into transactions.
Nicola also has extensive experience in pensions work, both onshore and offshore, having advised a pensions regulatory body and some of the largest pension schemes in the world. She has established and amended pension schemes, and sat on a working committee which advised the Bermuda Pension Commissioner on pension law reform. Nicola has also been involved with trust law reform initiatives and has advised the Bermuda government on new trust laws.
Nicola said, “I am extremely excited to be returning to Bermuda and starting the next chapter in my career in the internationally renowned private client and trusts team at Appleby, to which I will contribute the insight gained from my extensive experience acting as a private client lawyer and trustee director. I look forward to providing an exceptional level of service to the clients of this dynamic and prestigious law firm.”
Brad Adderley, Bermuda Managing Partner, added, “We are delighted to welcome Nicola back to Bermuda, and to have her join Appleby. Nicola has an impressive and extensive background in private client work, on both the contentious and non-contentious side, and will be a big contributor to our already highly-regarded private client and trusts expertise.”
Nicola started her legal career and training at Clifford Chance, where she worked post-qualification, primarily advising in respect of large pension trusts. She holds a Bachelor of Arts in Law from the University of Cambridge and completed her Legal Practice Course (LPC) at the Oxford Institute of Legal Practice. Nicola was called to the Bermuda Bar in 2015 and was admitted as a solicitor in England & Wales in 2006 (currently non-practising).
