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Ogier
Changing client expectations around philanthropy and ethical investment have been making a significant impact on the day-to-day work of private wealth advisers for some time.
Walkers
A settlor, when establishing a trust, will typically draw from the following categories of potential trustees:...
Collas Crill
Collas Crill has made a number of promotions in the Channel Islands across its fee-earners and business services team.
Carey Olsen
(i) Re the 1964 E Settlement and (ii) Re the 1964 F Settlement and the 1987 F Settlement, Royal Court of Jersey (MacRae, Deputy Bailiff, and Jurats Olsen and Christensen) 16 and 24 July 2020.
Ogier
In its recent decision in In the matter of the 1964 Settlement [2020] JRC 140B[1], the Royal Court (the Court) has – for the first time – considered whether it can exercise a...
Appleby
Jersey applies the "Recommendations" of the Financial Action Task Force (FATF), which are recognised as the global standard in anti-money laundering and counter-terrorist financing.
Collas Crill
The below article, written by Collas Crill's Of Counsel in Jersey Sam Williams and first published on Lexis PSL, provides an update on the latest developments in the Z Trusts insolvency case...
Appleby
These unprecedented times of COVID-19 are challenging for all of us and trustees are no exception. Trustees can face a wide range of issues from investment values to beneficiaries dying.
Carey Olsen
This brief guide has been prepared by the real estate finance team at Carey Olsen for the purpose of giving clients and professional intermediaries a general overview of Jersey property unit trusts, now commonly referred to as "JPUTs".
Appleby
Private Client analysis: Who saw a global pandemic coming in 2020? Was anyone ready for it? David Dorgan, partner at Appleby, Jersey discusses some of the relevant considerations and challenges...
Ogier
The march of sustainable investing has given trustees a tricky balancing act to tread in terms of meeting their multifaceted duties as trustees...
Baker & Partners
James Sheedy will be joining co-panelists for the third event in the ThoughtLeaders4 Private Client series.
Walkers
Jersey and Guernsey trusts and foundations are popular choices for asset protection structuring. In this Q&A, partner Rupert Morris and senior counsel Sevyn Kalsi from Walkers' Guernsey and Jersey Private Capital & Trusts teams...
Ogier
In 2019, Jersey's Royal Court (the Court) had to carefully consider the breadth of its discretion to grant relief under the Trusts (Jersey) Law 1984, as amended (the Law)...
Collas Crill
The Royal Court of Jersey has issued a significant judgment in Re The O Trust and The J Trust [2019] JRC 220A where it considered the validity of the appointment of a protector and trustees, and the consequences...
Carey Olsen
Carey Olsen has appointed wills and inheritance specialist Elizabeth Le Guillou as a senior associate in its Jersey trusts and private wealth practice.
Ogier
Private wealth structures are not immune from insolvency. Here we examine the Jersey and Guernsey position from the trustee's perspective and consider the issues with which a trustee
Ogier
The impact of the COVID-19 pandemic is far reaching. This briefing considers some fiduciary and practical issues relevant to trustees in the private wealth area...
Collas Crill
The profound impact which the current pandemic has had on all aspects of life cannot be understated. This, of course, includes the global economic downturn; in some quarters it has been compared to...
Walkers
As the world faces a financial recession of an even larger magnitude than we saw in the aftermath of the financial crisis of 2007-09 and lockdown restrictions begin...
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