The Legal 500

United Kingdom > Guernsey > Private client, trusts and tax

Editorial sections

Other

All countries

Carey Olsen is appreciated for its ‘pragmatic approach to issues’. Konrad Friedlaender is ‘thorough’; John Greenfield appears in contentious trust matters; and Russell Clark is ‘excellent’. The group includes a specialist pensions team.

Mourant Ozannes represents parties in contentious trust appeals, and recently advised on the drafting of a Guernsey purpose trust. St John Robilliard and John Lewis are well-respected figures.

Babbé acted for the trustee in a matter involving potentially over 100 beneficiaries. Geoff Allez heads the trusts and fiduciary team, and Andrew Laws is ‘a very experienced lawyer’. Simon Howitt handles mainly trusts issues, including regulatory matters. Ian Swan is recommended for trust litigation.

Collas Crill’s Marcus Hinkley is praised for ‘his international experience’. The team recently acted on a transaction involving the drafting of a commercial trust arrangement. Both Chris Bound and Patrick Palmer service the firm’s high-net-worth individuals and private clients.

Ogiergives sound, measured advice’, and recently acted on the establishment of a private trust company structure. The practice includes an established team of BVI advisers headed by William Simpson.

AFR AdvocatesPaul Richardson is experienced in trust litigation, while Peter Atkinson has expertise in non-contentious trust, fiduciary and probate matters. The firm also has a strong team of family lawyers.

Appleby’s start-up Guernsey trusts practice has ‘extensive knowledge of trust law’. Gavin Ferguson, ‘an outstanding communicator’ who joined from the pre-merger Ozannes, handles contentious and non-contentious trust matters for high-net-worth individuals, corporate clients and charities.

Ashton Barnes Tee’s Raymond Ashton advises on taxation, trusts and private client matters.

Press releases

The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to

Legal Developments in Guernsey

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to
  • Response to Consultation on the Draft Overseas Pension Schemes Regulations 2012

    We are a firm of advocates practising in Guernsey and regularly advise on issues arising from pension arrangements established or administered from Guernsey. Based on our experience and interaction with our clients, we are writing to you in response to HMRC’s invitation to consult on the Draft Overseas Pension Schemes (Miscellaneous Amendments) Regulations 2012 (the “Draft Regulations”) issued by HMRC on 6 December 2011.
  • MULTI-JURISDICTIONAL GUIDE 2012 INVESTMENT FUNDS

    Guernsey
  • The Overseas Pension Schemes (Miscellaneous Amendments) Regulations 2012 – Update

    Responding to HMRC’S proposed changes for Guernsey QROPS
  • Guernsey Companies Law - Office of the Registrar of Companies

    This memorandum has been prepared for the assistance of our clients in connection with the provisions relevant to the Office of the Registrar of Companies under the Companies (Guernsey) Law, 2008 (as amended) (the “Companies Law”).
  • Overseas Restraint Orders in Guernsey have no extra-territorial effect

    The Royal Court has ruled that restraint orders obtained in Guernsey on requests from foreign authorities can only apply to assets located in the Bailiwick, striking down the extra-territorial effect of a restraint order obtained at the request of the National Prosecuting Authority of South Africa.
  • QROP Schemes - The Pertinent Issues

    Whilst many trustees and providers are now familiar with the QROPS regime, as schemes mature and members seek to avail themselves of the funds in their schemes in various ways, important questions are arising in relation to matters as diverse as the level and age on which benefits can be taken, how to align Guernsey and English taxation requirements and what restrictions apply in respect of investments and the granting of loans.
  • Enforcement of Foreign Judgments

    Global Overview Mark Moedritzer and Kay C Whittaker Shook, Hardy & Bacon LLP 3
  • A Guide to Funds and Private Equity in Guernsey

    Table of Contents Introduction to Guernsey 1 About Carey Olsen 2 Fund Regulations in Brief 2 Investment Business 3 Collective Investment Schemes 3
  • Guernsey Qualifying Investor Funds

    This memorandum has been prepared for the assistance of clients considering establishing a fund under the laws of Guernsey. It is intended to provide only a summary of the main legal requirements and general principles applicable to establishing a fund in Guernsey and it is not intended to be comprehensive in its scope. It is recommended that a client seeks legal advice on any proposed transaction prior to taking steps to implement it.
  • Code of Corporate Governance

    Introduction The Guernsey Financial Services Commission (the GFSC) has recently issued the final form of the Code of Corporate Governance for the Finance Sector (the Code) which will take effect from 1 January 2012. Its stated purpose is to provide boards and individual directors with "a framework for sound systems of company governance".

Press Releases in Guernsey

The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to