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6 BRITANNIA PLACE, BATH STREET, ST HELIER, JE2 4SU, JERSEY
Tel:
Work 01534 883850
Fax:
Fax 01534 883851
Email:
Web:
www.wardyates.com

Victoria Yates

Tel:
Work 01534 883858
Email:
Web:
wardyates.com/
Ward Yates

Work Department

Corporate and commercial, private client and trusts and banking and finance.

Position

Victoria is a Jersey advocate and founder partner with over 15 years' offshore experience advising on corporate and trust structures, including the associated finance and security work. Her clients range from high profile listed funds to sovereign wealth funds and ultra high net worth individuals and families. She is regularly instructed by leading international law and accountancy firms to provide Jersey corporate, finance and trust law advice. In addition to her broad corporate and trust practice, Victoria has particular expertise in the use of Jersey structures for holding UK commercial and residential property having acted for several sovereign wealth funds, pension funds and private equity firms establishing or acquiring interests in UK real estate using Jersey entities.

Victoria has been recommended by Legal 500 annually since 2015 in the categories of corporate and commercial, private client trust and tax and banking and finance, being described as an “exceptional practitioner”, "commercial, pragmatic and technically strong", “enthusiastic, accurate and thorough” and “always a pleasure to work with”. She is also described as going "above and beyond in order to reach an agreed deadline; nothing is too much trouble for her".

Significant deals include: advising AustralianSuper, a superannuation pension fund with more than AUS$85bn under management, on its acquisition of an indirect majority interest in the critically acclaimed 67 acre development project at King's Cross, in conjunction with Linklaters, KPMG and TIAA Henderson; advising on three London real estate acquisitions (including financing and subsequent re-financing) for one of India's largest property developers, aggregate value over 400m, in conjunction with Berwin Leighton Paisner; and advising an ultra high net worth client on the establishment of a significant trust and corporate structure to hold a diverse range of assets, in conjunction with Withers.

Career

Trained Crill Canavan (now Collas Crill); qualified 2001; associate Crill Canavan (now Collas Crill) 1998-2003; Ogier 2003-2013; partner 2013; partner Ward Yates 2014.

Member

Jersey Law Society; STEP and committee member of the Jersey Association of Trust Companies.

Education

Exeter University (1998 LLB First Class Law); 2001 Jersey Solicitor; 2005 Advocate of the Royal Court of Jersey.


Jersey

Corporate and commercial

Within: Corporate and commercial

Deals concerning the elite of London real estate sit at the core of Ward Yates' corporate practice. Victoria Yates, Elaine Kelly and practice head Nick Ward (who is also BVI qualified) are the key names in the team, which also handles technical restructuring matters, many of which are cross-border.

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Private client, trusts and tax

Within: Leading individuals

Victoria Yates - Ward Yates

Within: Private client, trusts and tax

Boutique firm Ward Yates is routinely praised for its personable approach to wealth structuring mandates such as the establishment, administration, restructuring and termination of trusts, foundations and family offices. Owing to the firm’s expanded dispute resolution offering, highly sought-after trust law expert Victoria Yates is increasingly involved in the semi-contentious field, with recent matters involving the removal and replacement of incumbent trustees and set-aside applications arising from negative tax consequences. Commercial lawyer Nick Ward is well placed to advise on transactional work relating to investment holding and commercial wealth structures.

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Legal Developments in Jersey

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to
  • Enhanced Information for Cayman Entities

    The Cayman Islands Government has passed a number of amendment laws to strengthen Cayman's anti-money laundering and counter-financing of terrorism regime. The laws, published on 8 August 2019, are intended to help address certain recommended actions in Cayman's legislative framework identified by the Caribbean Financial Action Task Force in its evaluation report published in March 2019.
  • New Cayman Data Protection Law – A guide for Cayman funds

    The Cayman Islands Data Protection Law, 2017 ( DP Law ) is currently scheduled to come into effect on 30 September 2019.  Once commenced, it will enact a framework of rights and duties to regulate the processing of individuals' personal data broadly based on the same internationally recognised privacy principles that form the basis for other data protection laws globally.  The DP Law will regulate the processing of all personal data in the Cayman Islands and will affect any entity established in the Cayman Islands, including investment funds, that processes personal data regardless of whether such processing takes place within the Cayman Islands and regardless of whether the personal data relates to Cayman individuals.  For our full briefing see Cayman Islands Data Protection Law: An Ogier Client Guide .
  • Exempt bodies: Substance regulations may still apply

    The Income Tax (Substance Requirements)(Implementation) Regulations, 2018 as amended (the Substance Regulations ) came into force on 1 January 2019 and have recently been further updated by The Income Tax (Substance Requirements)(Implementation)(Amendment) Regulations, 2019 (the Amendment Regulations ), with effect from 1 August 2019.  The Amendment Regulations have extended the scope of the Substance Regulations to include all tax exempt bodies that have been granted an exemption under paragraphs (3) and (5) of Schedule 1 of the Income Tax (Exempt Bodies) (Guernsey) Ordinance, 1989 (as amended) (the Exempt Bodies Ordinance ).  In addition, the Amendment Regulations clarify the scope of the Substance Regulations in relation to IP Assets and High Risk IP Companies – the balance of this note focuses on the change in status of tax exempt bodies. 
  • Cayman Islands wills law heralds a more flexible approach

    The rules recognising the legal formality of wills in the Cayman Islands are prescriptive, requiring the will to be executed in writing, signed at the foot of the document by the testator and witnessed by two witnesses who formally attest the will in writing in the presence of the testator.
  • Luxembourg Government submits bill to Parliament implementing the EU Anti-Tax Avoidance Directive 2

    On 8 August 2019, the Luxembourg Government submitted a draft law to the Parliament (the Draft Law ) to implement the Council Directive (EU) 2017/952 of 29 May 2017 ( ATAD 2 or the Directive ) into Luxembourg domestic law.
  • Ogier fund finance team now offers Luxembourg legal advice from US time zone with return of Catharin

    Ogier's fund finance team now offers Luxembourg legal advice from a US time zone with the return of fund finance specialist Catharina von Finckenhagen to the Cayman Islands as a dual-qualified Luxembourg advocate and Cayman attorney.
  • Enhanced Information for Cayman Entities

    The Cayman Islands Government has passed a number of amendment laws to strengthen Cayman's anti-money laundering and counter-financing of terrorism regime. The laws, published on 8 August 2019, are intended to help address certain recommended actions in Cayman's legislative framework identified by the Caribbean Financial Action Task Force in its evaluation report published in March 2019.
  • Register of beneficial owners deadline approaching – are you ready?

    As of 1 March 2019, the Luxembourg law of 13 January 2019 (the Law ) creating a register of beneficial owners ( Registre des bénéficiaires effectifs or " RBE ") is in force.
  • Jersey substance proposals – the Banking and Finance perspective

    EU finance ministers have formally approved Jersey's economic substance legislation by removing the jurisdiction from the "grey list" on 12 March 2019 and the Privy Council granted formal approval to the Taxation (Companies - Economic Substance) (Jersey) Law 2019 (the Law) on 13 March 2019. The Law takes effect from 1 January 2019.
  • Ogier advises on $889 million acquisition of AIM traded payment services company by way of scheme of

    Ogier has advised Canadian payments technology company Nuvei Corporation on the US$889 million acquisition of AIM traded SafeCharge International Group Limited by means of a Court-sanctioned Guernsey scheme of arrangement.