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Ogier

44 THE ESPLANADE, ST HELIER, JE4 9WG, JERSEY
Tel:
Work 01534 514000
Fax:
Fax 01534 514444
Email:
Web:
www.ogier.com
Grand Cayman, Hong Kong, London, Luxembourg, Shanghai, St Helier and 3 more

Katherine Neal

Tel:
Work +44 1534 514272
Email:
Ogier

Work Department

Counsel Private Client and Trusts

Position

Katherine advises professional trustees, settlors and beneficiaries on matters relevant to trusts and foundations, including drafting trust deeds and advising on complex structures including employee reward schemes, JPUTs and pensions.

Katherine has been recognised in the Citywealth IFC Power Women Top 200 list for 2018.

Career

Katherine joined Ogier in 2012 having previously been a Partner at Harvey Ingram Shakespeare; working in their Leicester and Birmingham offices advising a variety of high net worth private, charitable and commercial clients on contentious and non-contentious issues.

Member

Katherine is a member of the Association of Contentious Trusts and Probate Specialists, the working party for charities legislation in Jersey and until 2012 was the Vice Chair of the Law Society of England and Wales Private Section.

Education

Katherine graduated from the University of Licoln with a BA Hons in Law and French and completed her acedemic training at College of Law, York.

Admitted in:
2000 - England and Wales


Jersey

Private client, trusts and tax

Within: Next generation lawyers

Katherine Neal - Ogier

Within: Private client, trusts and tax

The ‘advice is thorough and pertinent as well as practical and commercial’ at Ogier, where attorneys such as counsel and ‘expert trust lawyerKatherine Neal ‘always inspire confidence by always delivering concise and quality advice’. Steven Meiklejohn led the advice to a Europe-based family which owns a significant business through two Jersey trusts on the modernisation of the structure as the next generation of the family nears adulthood, while global practice head and ‘great stalwart of the Jersey private client sceneSally Edwards acted for a Jersey trust company in the restructuring and transfer of a private structure to Monaco and Hong Kong. James Campbell – described by one client as ‘the best private client lawyer on the island’ – recently joined the firm from Bedell Cristin, alongside counsel Victoria Grogan from Carey Olsen, and guided institutional trustees through the operation of emergency provisions in certain trust instruments following significant events in the Middle East. Also noteworthy are managing associate Josephine Howe and senior associate Richard Laignel.

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Legal Developments by:
Ogier

Legal Developments in Jersey

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to
  • Modernisation of Jersey’s pensions law

    Modernisation of Jersey’s pensions law
  • Jersey Opens the door to QROP’s

    Jersey opens the door to QROPs
  • Jersey Legislation Overview

    Jersey Legislation Overview
  • Civil Liability for Breaches of the Codes

    Civil Liability for Breaches of the Codes
  • AML Update: Review of 2014 amendments to the substantive offences

    AML Update: Review of 2014 amendments to the substantive offences under the Proceeds of Crime (Jersey) Law 1999 
  • The New Charities Law - a bright new dawn

    As of Friday 21 November 2014, the new Charities (Jersey) Law 2014 (the " Law ") (or at least certain parts of it) came into effect.  This represents a quantum leap forward for Jersey in the charity field.  The Law has introduced a new test for what is charitable (the " Charity Test "), has introduced the post of a Charity Commissioner and a Charity Tribunal, and in time will introduce standards that those who run charities in the Island will have to abide by.  It is hoped that the Law will enable the Island to flourish as a centre for the administration of charitable and philanthropic structures.
  • New Managed Account Regime for Jersey Hedge Fund Managers

    An exemption which will enable Jersey-regulated fund managers to be appointed in relation to managed accounts has now been introduced.  This will enable hedge fund managers that are already regulated under the Financial Services (Jersey) Law (FS Law) in Jersey to carry out fund services business (FSB) to also service qualifying segregated managed accounts (QSMAs) without the need to seek additional regulation for the conduct of investment business under the FS Law.
  • The Security Interests (Jersey) Law 2012: Changes to Jersey's security regime

    On 2 January 2014, the Security Interests (Jersey) Law 2012 came into force in respect of Jersey law security over intangible movable property (e.g. shares/securities, bank accounts and custody assets).  The new law replaces the Security Interests (Jersey) Law 1983 (which was in force for the last three decades) and introduces a number of important changes which modernise Jersey's security regime.
  • Exclusive and Inherent Jurisdictions: to boldly go where no Court has gone before?

    On 26 November 2014, the Privy Council delivered judgment in the long-running case of Crociani & Others v. Crociani & Others [2014] UKPC 40 .  The case is of interest to trustees because it provides conclusive and binding guidance on the treatment of exclusive jurisdiction clauses in trust deeds.  However, it also raises questions as to the fundamental nature of the inherent supervisory jurisdiction of the Royal Court in connection with trust matters, and whether it is in fact broader than previously thought.
  • Accessing EU Institutional investor capital

    Luxembourg is one of the largest global investment fund domiciles, benefiting from the following factors: