The Appleby Podcast

Our Jersey podcast series Let’s Talk Law: Jersey, continues with the second of three episodes from Partner John Bisson. This time, John – who has been at Appleby for 51 years - shares his impressive knowledge about the importance of wills and probate, the impact of inheritance tax and stamp duty, and how he supports high net worth individuals by working closely with the Private Client and Trusts Team.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Bermuda Shorts | Tech Talks S01 E13

In our latest “Tech Talks” podcast, Appleby Bermuda partners Jerome Wilson (Head of Technology & Innovation), Vanessa Schrum (Head of Private Client & Trusts) and Hannah Tildesley (Head of Trusts Disputes) dive into the world of digital assets as they relate to trusts.

The trio look at digital assets from two angles - first from the consumer perspective and how you can estate plan if you hold crypto or have other digital assets. What are some of the things you need to keep in mind as you plan for your estate and want to have succession of the assets.

Second, they discuss from a trustee perspective, both as trustee as an individual, and as a trustee that is a professional services company. What things do you need to keep in mind as you provide services to the trust.

When it comes to digital assets, it’s important to understand what they are, where they are and how they can be accessed. Although bitcoin is the most well-known digital asset, there’s numerous types of digital assets that have monetary value – such as airmiles, loyalty points, PayPal, online businesses, gaming accounts and many others. There are also digital assets that have sentimental value - such as blogs and social media accounts. It’s important to understand and plan in advance what is going to happen with all these assets, and not just to your crypto. That’s where digital estate planning comes in.

The Bermuda Shorts Podcast Series
The Appleby ‘Bermuda Shorts’ podcast features short talks on all things business and Bermuda with our lawyers from Bermuda and other industry experts. Our ‘Tech Talks’ series focuses on topics and trends in technology which are transforming businesses, markets and everyday life. Listen to learn more about Appleby, Bermuda and our Technology expertise.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Continuing our Jersey podcast series Let’s Talk Law: Jersey, Partner John Bisson gives his insight into property law on the island and what Appleby has to offer. John’s expertise is second to none, having been at the firm for 51 years, as he discusses the future of commercial and residential property and why Jersey is a great market to invest in. This is the first of three episodes led by John.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Bermuda Shorts | Tech Talks S01 E12

If you are a digital asset company, tech investor or nascent entrepreneur, consider Bermuda for your digital assets licence to get your tech business or platform off the ground.

Bermuda is fast becoming the hub for well-regulated digital asset companies, thanks to its forward-leaning government and the introduction of Bermuda’s Digital Assets Business Act (DABA), effective regulation and a business ecosystem comprised of digital asset experts.

In our latest episode, Partner Jerome Wilson and Associate Carl Meyer provide a quick high-level update on recent changes to the 2018 Code of Practice and the impact on existing and new applicants in the market. They discuss the increased emphasis on consumer protection and how registrants will need to be more end-user focused. Jerome and Carl also share that some insights on existing policies, including for cyber risk management, will need updating – while other policies will need to be introduced.

Be sure to also listen to Episode 2 where they discuss all things DABA, including the different types of licences available, how Bermuda’s regulator guides the application process (including testing new products before hitting the market) and why the Bermuda licence model works in today’s tech world.

Click here to view our ‘Tech Talks’ podcasts and be sure to connect with Jerome and Carl if you are interested in establishing or conducting a digital assets business in Bermuda.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Bermuda Shorts | Tech Talks S01 E11

Emerging challenges in digital assets continue to push the courts to develop their thoughts on historic concepts as they examine how best to catch up with this new asset class.

Bermuda Partners Jerome Wilson and Hannah Tildesley dive back into the exciting space of digital assets in the courts in the latest ‘Tech Talk’ podcast, which is a continuation of episode 7 where they examined several cases and the issues facing the courts around the world.

In this episode the pair consider how to accommodate an asset class that doesn’t neatly fit into the existing ideas of assets, fiduciaries or individuals, and discuss recent cases where the courts have begun to shift their approach. Listen to learn more about this exciting space where the law is changing before our eyes in order to catch up with this new asset class to deal with the very real issues being raised – valuable information whether you’re on the business or consumer side.  

Jerome and Hannah also share that in this time without clear direction on some of the issues, people need to be careful with their keys and who they give access to their crypto. Some of the recent cases are going to raise really interesting duties because if the developers of the bitcoin chains and the bitcoin software owe duties - then you start to wonder about crypto exchanges, companies providing wallets - and basically anyone providing crypto services.  

Click here to view our ‘Tech Talks’ podcasts and be sure to connect with Jerome and Hannah on the latest developments.


The Bermuda Shorts Podcast Series
The Appleby ‘Bermuda Shorts’ podcast features short talks on all things business and Bermuda with our lawyers from Bermuda and other industry experts. Our ‘Tech Talks’ series focuses on topics and trends in technology which are transforming businesses, markets and everyday life. Listen to learn more about Appleby, Bermuda and our Technology expertise.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Let's Talk Law: Jersey S03 E01

Today we launch our Jersey podcast series Let’s Talk Law: Jersey - and Jersey Advocate and Counsel Nichola Aldridge is the first in our team to share her insights and expertise. In the first episode, Nichola, who joined Appleby to grow our Private Client and Trusts team with Giles Corbin, talks about the best way to set up a trust and how to start a structure. We also explore the reasons for setting up a trust and how you can avoid potential pitfalls.

The Let's Talk Law: Jersey Podcast Series

We have created a podcast series to showcase what we do at Appleby Jersey. The Let’s Talk Law: Jersey series explores topic and trends in different areas of law and features discussions with our team of experts in Jersey. The series provides bitesize insights and first-class expertise to anyone interested in legal issues in Jersey and beyond. Listen to our episodes to learn more about Appleby Jersey and how we can assist you – and please do reach out to connect.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Bermuda Shorts | Tech Talks S01 E10

Listen as Partner Jerome Wilson and Associate Carl Meyer welcome client Todd Crosland, Founder & CEO of CoinZoom, to discuss all things digital and blockchain. The digital assets space is evolving with increased global regulatory requirements – this is where Bermuda comes in. The trio discuss what makes Bermuda compelling for digital assets – from Bermuda’s advanced regulatory regime to its thorough licensing process to ultimately its safeguarding of customer funds – all factors that led CoinZoom to select the jurisdiction for a Digital Assets Business Act (DABA) license when they decided to look at licensing offshore.

Todd also shares his entrepreneurial and fascinating background, and what led him to launch CoinZoom in 2020 – and how his exchange uses blockchain technology to facilitate free peer-to-peer payments globally and aims to provide consumers with a one-stop shop for digital assets. The group also discuss the future of digital assets and how the industry will continue to grow and become mainstream.

Bermuda is fast becoming the epicentre for well-regulated digital asset companies, thanks to its introduction of DABA, effective regulation and a business ecosystem comprised of digital asset experts. Reach out to Jerome or Carl to learn how your company can establish or conduct its digital assets business in Bermuda.


The Bermuda Shorts Podcast Series
The Appleby ‘Bermuda Shorts’ podcast features short talks on all things business and Bermuda with our lawyers from Bermuda and other industry experts. Our ‘Tech Talks’ series focuses on topics and trends in technology which are transforming businesses, markets and everyday life. Listen to learn more about Appleby, Bermuda and our Technology expertise.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Bermuda Shorts | Tech Talks S01 E09

Personal Information Protection Act (PIPA) – what do Bermuda companies need to know to be ready?

Listen as Jerome Wilson, Partner and Head of Bermuda’s Technology & Innovation practice talks to fellow Partner Duncan Card, who specializes in privacy law, cybersecurity compliance and IT and outsourcing contracts – as they discuss recent indications that PIPA may come into full force this spring - possibly on a sectorial basis.

As a result of the many rights that PIPA bestows on individuals, organisations must ensure that all of their business processes, customer relations programmes, data management systems and administrative processes are compliant with the practices, protections, and use restrictions that PIPA will soon impose on them.  

Jerome and Duncan also discuss the important distinction between the “Privacy Notice” that is required by PIPA, and the “Privacy Policy” that requires organisations to adopt suitable measures and policies to give effect to all of their obligations, and to the rights of individuals, as set out in PIPA.


The Bermuda Shorts Podcast Series
The Appleby ‘Bermuda Shorts’ podcast features short talks on all things business and Bermuda with our lawyers from Bermuda and other industry experts. Our ‘Tech Talks’ series focuses on topics and trends in technology which are transforming businesses, markets and everyday life. Listen to learn more about Appleby, Bermuda and our Technology expertise.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Bermuda Shorts | Tech Talks S01 E08

As the digital assets industry continues to evolve at breathtaking speed, how do those businesses in Bermuda flourish? Enter the world of compliance. Digital asset companies and investors are increasingly recognising the importance of legitimate business jurisdictions where regulatory and compliance frameworks offer stability and support growth. Bermuda is fast becoming the epicentre for well-regulated digital asset companies, thanks largely to its forward-leaning government and the introduction of DABA, effective regulation and a business ecosystem comprised of digital asset experts.

Listen as Jerome Wilson, Bermuda partner and host of the ‘Tech Talks’ series, welcomes guest Jeff Baron, a regulatory and compliance specialist in the Bermuda. The two discuss digital asset business’ approaches and challenges – from customers and business activities, to new products and services – and how ‘knowing your customer’ is an inherent part of day-to-day business in Bermuda, with prudent legislation and the regulator’s guidance allowing digital asset companies to chart their course to grow safely -- and with success.

The Bermuda Shorts Podcast Series
The Appleby ‘Bermuda Shorts’ podcast features short talks on all things business and Bermuda with our lawyers from Bermuda and other industry experts. Our ‘Tech Talks’ series focuses on topics and trends in technology which are transforming businesses, markets and everyday life. Listen to learn more about Appleby, Bermuda and our Technology expertise.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...

Appleby Asia Talks S02 E02

With some notable exceptions, investment management companies have become subjected to economic substance requirements in various offshore jurisdictions since the introduction of the Economic Substance Regime in 2018.

In this episode of “Appleby Asia Talks” podcast series, Bronwyn King and Marc Parrott, Partners of Appleby’s Investment Funds practice in Hong Kong, talk about the consequence of this legislative development on structuring the management of investment funds and the emergence of the BVI Approved Manager.


The Asia Talks Podcast Series
The Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practice areas of Corporate, Dispute Resolution and Private Client & Trusts in the Asia market and provides insights from an offshore perspective on a regular basis.

About Appleby

The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including ‘Bermuda Shorts’ and ‘Asia Talks’. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, private client and trusts, property and regulatory practice areas. We have offices in eleven highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius and the Seychelles,...