Private client, trusts and tax in Jersey

Bedell Cristin

Bedell Cristin's private client offering covers the gamut of the area, with strong international connections. Edward Bennett, whose expertise includes employee benefits, heads the practice. Zillah Howard is a key name for establishing wealth structures and also handles work spanning both private wealth and charity law issues. Nancy Chien, in addition to being qualified in the BVI, is a Mandarin speaker and also has particular expertise in areas relating to the Middle East.  Below partner level, Donna Withers is the firm's head of probate and wills - her expertise includes mental capacity issues for island residents.

Bedell Cristin's private client offering covers the gamut of the area, with strong international connections. Edward Bennett, whose expertise includes employee benefits, heads the practice. Zillah Howard is a key name for establishing wealth structures and also handles work spanning both private wealth and charity law issues. Nancy Chien, in addition to being qualified in the BVI, is a Mandarin speaker and also has particular expertise in areas relating to the Middle East.  Below partner level, Donna Withers is the firm's head of probate and wills - her expertise includes mental capacity issues for island residents.

Practice head(s):

Edward Bennett

Testimonials

‘Bedell Cristin is clearly one of the premier law firms in Jersey. A quick summing up would be “Efficiency with a personal touch.” Our firm has never received anything less than an excellent service from Bedell Cristin. Responses to our instructions are prompt. The advice received is proactive, pragmatic and value for money. The team exhibits strength and depth of knowledge and overall they demonstrate an excellent understanding of the full range of non-contentious trust matters.’

‘The team has a usefully broad range of expertise and address matters promptly and efficiently.’

‘A great Jersey practice offering high quality legal advice on both contentious and non contentious matters.’

‘Nancy Chien is an exceptionally diligent and knowledgeable Partner. She has knowledge across a number of areas that we find very helpful, particularly pensions and savings plans. In addition her international contacts have helped us progress projects that may have otherwise stalled. Nancy is knowledgeable, efficient, pragmatic and very pleasant to deal with.’

‘Edward Bennett impresses with his personal qualities of being utterly sincere and very caring of his clients. He takes the time to listen intently to the issues in question and with that understanding delivers succinct, practical and first-rate advice. He will always meet deadlines as required. He is an absolute pleasure to work with. Outstanding.’

Key clients

The Congregation of the Little Sisters of the Poor

Carey Olsen

At Carey Olsen, Siobhan Riley heads a practice that has strong relationships with referring law firms and trust companies, and a growing number of instructions from the Asia-Pacific region and Middle East. Andreas Kistler and Alexa Saunders are also active in the semi-contentious space, with Keith Dixon handling, among other matters, significant family office work. Notable counsels include Stephen Fitzgerald, whose practice crosses over between private wealth and employee benefits and pensions, and Victoria Connolly. Nichola Aldridge and Sarah Farrow are the key senior associates in the practice.

At Carey Olsen, Siobhan Riley heads a practice that has strong relationships with referring law firms and trust companies, and a growing number of instructions from the Asia-Pacific region and Middle East. Andreas Kistler and Alexa Saunders are also active in the semi-contentious space, with Keith Dixon handling, among other matters, significant family office work. Notable counsels include Stephen Fitzgerald, whose practice crosses over between private wealth and employee benefits and pensions, and Victoria Connolly. Nichola Aldridge and Sarah Farrow are the key senior associates in the practice.

Practice head(s):

Siobhan Riley

Testimonials

‘Carey Olsen is the pre-eminent Jersey firm. The team embodies a firm-wide ethos of friendly and approachable people, coupled with superb technical expertise.’

‘The team is very approachable, very well resourced and has real strength in depth. This enables the team to be very responsive and achieve real momentum on matters, possibly more so than its competitors. The strength does not lie in numbers alone, the team has real technical excellence.’

‘Siobhan Riley in particular stands out: she has a great understanding of the environment in which we operate and the challenges we face. As a consequence she is able to offer practical and commercial solutions supported with robust advice.’

‘Andreas Kistler is one of Jersey’s leading advocates.’

‘Sarah Farrow has been a stand out lawyer to work with. She has fantastic technical knowledge coupled with being very calm and personable. When she is involved in a matter you know that she has considered every angle, which gives the client great peace of mind.’

Mourant

Mourant's Edward Devenport heads the firm's global private wealth practice, handling a number of mandates involving private trusts companies. Giles Corbin is active in a range of work for trust companies among other clients, with some work concerning charitable foundations. The firm also has some pensions expertise, acting for a number of local and international businesses in this space. Carly McIver, who contributes pensions expertise, and Will Burnell are key senior associates in the team, and associate Chiara Mundy is also praised.

Mourant's Edward Devenport heads the firm's global private wealth practice, handling a number of mandates involving private trusts companies. Giles Corbin is active in a range of work for trust companies among other clients, with some work concerning charitable foundations. The firm also has some pensions expertise, acting for a number of local and international businesses in this space. Carly McIver, who contributes pensions expertise, and Will Burnell are key senior associates in the team, and associate Chiara Mundy is also praised.

Practice head(s):

Edward Devenport

Testimonials

‘The team provides best in class service for this practice area. Advice is clear, thorough and timely. The team has a wealth of experience dealing with very complex multinational structures and their service inspires trust and confidence in the client.’

‘If someone is looking for a leading firm with excellent practice in the area of Jersey Charitable Foundations and Jersey charity law they’d be hard pushed to find better.’

‘The team’s knowledge of the area is excellent, but even better is their responsiveness to requests and their appreciation of particular requirements of other jurisdictions, and clients.’

‘Giles Corbin and Will Burnell are very pragmatic and excellent at appreciating and pointing out risk in the drafting etc, but also at taking a commercial view and helping us get the project complete on time.’

‘Ed Devenport and Carly McIver are both pleasant to deal with and Carly has good experience she can draw upon on practical matters.’

‘Chiara Mundy is excellent with clients and is able to turnaround complicated and difficult advice quickly.  I would highly recommend for all trust related and trustee connected advice.’

Ogier

Ogier advises a number of individual private clients, investment banks and prominent local trust companies on large structures concerning both island residents and those elsewhere. James Campbell is the firm's global head of private wealth, and Sally Edwards heads up the specific Jersey element of the team. Katherine Neal, who alongside more standard wealth work, handles a number of pensions mandates as the team's head of employee incentives. Josephine Howe, a January 2019 partner promotion, is also notable. Richard Laignel and Katie Baxter are key managing and senior associates respectively, and counsel Henry Wickham joined from Bedell Cristin in 2019. The team also includes Steve Meiklejohn, the firm's global senior partner who is also appointed as a trustee, and Victoria Grogan, who covers matters for islanders as the office's head of wills and probate.

Ogier advises a number of individual private clients, investment banks and prominent local trust companies on large structures concerning both island residents and those elsewhere. James Campbell is the firm's global head of private wealth, and Sally Edwards heads up the specific Jersey element of the team. Katherine Neal, who alongside more standard wealth work, handles a number of pensions mandates as the team's head of employee incentives. Josephine Howe, a January 2019 partner promotion, is also notable. Richard Laignel and Katie Baxter are key managing and senior associates respectively, and counsel Henry Wickham joined from Bedell Cristin in 2019. The team also includes Steve Meiklejohn, the firm's global senior partner who is also appointed as a trustee, and Victoria Grogan, who covers matters for islanders as the office's head of wills and probate.

Practice head(s):

James Campbell

Testimonials

‘One of the largest trust and private wealth teams on the islands, who seem very well equipped to provide first-rate legal advice with a quick and efficient turnaround. Ogier manage fees and timescale expectations well with a definite focus on client service coupled with excellent technical advice.  The incentives team which sit within the private wealth team provide excellent pensions, EBT and share scheme advice, again with a quick and client focussed turnaround.  The team represents a top tier collection of wide experience and areas of expertise within the sector.’

‘The Private Client team is the largest team on island so has good strength in depth, unlike others. This means that urgent matters are dealt with expeditiously and by appropriate skilled staff. With strength comes a good knowledge base and an ability to be practical.’

‘Sally Edwards is exceptionally knowledgeable and commercial in her approach.  She stands in the shoes of the recipient of the advice and thinks about what they need to know.’

‘Josephine Howe has a huge amount of Jersey trust experience and is able to provide first-rate trust advice (technical, trustee advisory, and associated areas) in a very short timescale. A very safe pair of hands for complicated and urgent trust and private client advice. An exceptionally dedicated and experienced trust lawyer.’

‘James Campbell is an absolute star – very knowledgeable and easy to work with on a variety of estate planning affairs.’

‘Steve Meiklejohn is a doyen of the Jersey trusts world.’

Work highlights

  • Advised an institutional trustee on the establishment of series of settlor directed trusts with complex reserved power provisions, which included the drafting of the trust deeds to align with family wishes and Shariah provisions required.
  • Advised trustees with a high value structure in relation to the conversion of companies owned by Jersey trusts into foundations in other jurisdictions in an innovative solution to align jurisdictions of underlying assets.
  • Advised a professional trust company in relation to remedying various material historic issues which were leading to significant losses to the trust fund, involving complex advice and drafting.

Collas Crill

Kellyann Ozouf heads the private wealth practice at Collas Crill, which handles a range of matters concerning contentious and semi-contentious matters, covering private wealth for island residents and those overseas (with a particular following in the Middle East), as well as charitable, religious and pension trusts. She was joined in September 2019 by counsel Laura Perkins, who brought with her BVI law experience from Harneys in Tortola. Nick Marshall is a key senior associate, and Bonnie McPartland a notable associate whose practice straddles advisory work and litigation.

Kellyann Ozouf heads the private wealth practice at Collas Crill, which handles a range of matters concerning contentious and semi-contentious matters, covering private wealth for island residents and those overseas (with a particular following in the Middle East), as well as charitable, religious and pension trusts. She was joined in September 2019 by counsel Laura Perkins, who brought with her BVI law experience from Harneys in Tortola. Nick Marshall is a key senior associate, and Bonnie McPartland a notable associate whose practice straddles advisory work and litigation.

Practice head(s):

Kellyann Ozouf

Testimonials

‘The team really do understand the industry that they service and know how trustees and others really think on a day to day basis giving them an ability to provide clear concise and pragmatic advice which always seeks to get the best outcome for all parties involved.’

‘CC are a brilliant firm. You cannot understate the importance of a truly international outlook in your tax and estate planning lawyers, the ability to look across jurisdictions and add real value to complex multi-national clients. CC’s expertise are second to none but they are also really approachable and friendly. They really are serious players in the private wealth world and they pack some considerable punch.’

‘Collas Crill combine technical strength and expertise with an ability to translate that into clear, usable language. On a personal level, everyone I have dealt with at the firm has the same friendly, approachable manner – they are a pleasure to work with.’

‘Both Nick and Kellyann always make themselves available and no engagement is either too big or too small and they are not scared to roll their sleeves up on difficult instructions to get the right answer.’

‘We dealt with Laura Perkins who put in many hours in a short period of time to understand the problem and devise a solution. She then carried that through  to a very satisfactory outcome. Laura was excellent in explaining what she had to do and on hand to give practical advice.’

‘Kellyann Ozouf is the epitome of what a leading private client partner should be, a technically brilliant practitioner who has the personal touch that allows her to lead a cutting edge team and also strike immediate and lasting relationships of trust with clients.’

Key clients

Intertrust Group

Stonehage Fleming

SG Kleinwort Hambros Trust Company (CI) Limited

JTC Group – Jersey and Switzerland

Nedgroup Trust (Jersey) Limited

Zedra Trust Company (Jersey) Limited

Pinnacle Trustees Limited

Apex Group Limited

Hawksford

Trident Trust Company Limited

Rawlinson & Hunter

Ocorian (previously Estera)

Arnold & Porter Kaye Scholer LLP, New York

Wedlake Bell LLP London

Kirkland & Ellis LLP, New York

Fiduchi Limited

Work highlights

  • Advising UHNWs on private trust company structures holding significant business assets.
  • Advising corporate trustees and settlors on bringing mistake and rectification applications in Jersey where there have been unexpected and significant tax liabilities.
  • Advising corporate trustees on restructuring trust structures, to include when there are divorcing beneficiaries.

WALKERS

Robert Dobbyn heads a WALKERS practice that advises HNW families from Asia, the Middle East and beyond, and their advisers, on creating and managing wealth structures. Marc Seddon, who also handles some contentious work, is active in regulatory matters and issues against a backdrop of foreign tax law, and his work has included matters concerning employee benefit trusts. Senior counsel Sevyn Kalsi, in addition to connections in mainland Europe, advises members of Indian communities worldwide.

Robert Dobbyn heads a WALKERS practice that advises HNW families from Asia, the Middle East and beyond, and their advisers, on creating and managing wealth structures. Marc Seddon, who also handles some contentious work, is active in regulatory matters and issues against a backdrop of foreign tax law, and his work has included matters concerning employee benefit trusts. Senior counsel Sevyn Kalsi, in addition to connections in mainland Europe, advises members of Indian communities worldwide.

Practice head(s):

Robert Dobbyn

Other key lawyers:

Marc Seddon; Sevyn Kalsi

Testimonials

‘The lengths with which the team at Walkers go to foster genuine relationships with their clients is to be commended. They act as a family and as a unit and they are a pleasure to work with. No request is too much trouble and they are timely and diligent with their advice. The practice is broad so whether you have a trust law related query or something touching on the litigious, they are ready and willing to help. Working with the team at Walkers is like working with an extension of our in-house team.’

‘Robert Dobbyn is a truly wonderful lawyer and a gem of a human being. He is always calm and considered and has a lovely manner. He is very accessible, responsive and pragmatic and he will fight your corner putting the client first when considering his advice.’

Appleby

At Appleby, David Dorgan handles a range of trusts mandates covering private wealth and philanthropic trusts, as well as cross-border structures. The firm has relationships with a number of referrals of work including trusts service providers.

At Appleby, David Dorgan handles a range of trusts mandates covering private wealth and philanthropic trusts, as well as cross-border structures. The firm has relationships with a number of referrals of work including trusts service providers.

Dickinson Gleeson

Craig Swart  heads up the non-contentious trusts side of the practice at Dickinson Gleeson, and also handles a number of semi-contentious court applications such as mistake applications himself as well as working with the firm's well-regarded litigation practice on contentious work. Recent mandates have concerned issues such as trust restructurings, including ones under strained circumstances, and structures and trust companies subjected to regulatory attention. The practice in particular has close connections with a number of the island's professional trustees.

Craig Swart  heads up the non-contentious trusts side of the practice at Dickinson Gleeson, and also handles a number of semi-contentious court applications such as mistake applications himself as well as working with the firm's well-regarded litigation practice on contentious work. Recent mandates have concerned issues such as trust restructurings, including ones under strained circumstances, and structures and trust companies subjected to regulatory attention. The practice in particular has close connections with a number of the island's professional trustees.

Viberts

Christopher Scholefield is a key contact for trusts work at Viberts Jersey Lawyers. He handles a range of trusts work, including semi-contentious court applications, issues with company law crossover and matters concerning foreign litigation, and receives referrals from respected firms across the UK, as well as some Jersey tax litigation. Zoe Blomfield - head of the firm's personal law department - handles all manner of local wills issues, with a particular area of expertise in mental health law. The firm's senior partner Charles Thacker is also notable in this area.

Christopher Scholefield is a key contact for trusts work at Viberts Jersey Lawyers. He handles a range of trusts work, including semi-contentious court applications, issues with company law crossover and matters concerning foreign litigation, and receives referrals from respected firms across the UK, as well as some Jersey tax litigation. Zoe Blomfield - head of the firm's personal law department - handles all manner of local wills issues, with a particular area of expertise in mental health law. The firm's senior partner Charles Thacker is also notable in this area.

Testimonials

‘They are helpful and available for queries, as well as prompt and efficient in managing cases and communication is good. They are competitive on costs and easy to work with as you deal with the same named individual consistently, rather than some firms which take the team approach that can feel less personal.’

‘A focused and personal law firm that provides excellent service delivered in both a professional and friendly manner. I feel comfortable in discussing and referring clients for advice in the knowledge they will be treated as an individual and fairly managed.’

‘Christopher Scholefield in the cross-border trusts team is very knowledgeable and approachable. He has assisted me with the winding up of a Jersey Trust and was clear in his advice and generous with his time. Karla Summers-Shaw is also very friendly and helpful.’

‘Zoe Blomfield is very approachable.’

Key clients

Financial Consultants (Jersey) Limited acting in its capacity as trustee of the Saffron Purpose Trust

Peregrine Corporate Services Limited

Oak Trustees (Jersey) Limited

IQ EQ (Jersey) Limited

Oak Services Limited

Hastings & Co Insolvency Limited

SMP Partners (Jersey) Limited

Baccata Trustees Limited

Equiom (Jersey) Limited

RBC Trustees (Jersey) Limited

Oak Group (Jersey) Limited

Brighter Futures

Monro Wright & Wasbourgh LLP

Burness Paull

Forward Group Limited

Saltgate Limited

Amity Partners

Baccata Trustees

Baker Clarke

Brightly

Lloyds Bank International Limited

Barclays Bank PLC

Cannacord

Blake Morgan LLP

Morton Fraser

DQ Advocates

AFR Advocates

Work highlights

  • Acting for both RBC’s and Oak’s trust companies in relation to the novation of a £9 million loan as part of a transfer of trusteeship pertaining to UK real estate.
  • Advised Financial Consultants (Jersey) Limited on the corporate and trust structure, debt financing and investment aspects of the purchase of an English holding company for the £18.5m.
  • Advised IQ EQ (Jersey) Limited on the arrival of substance laws to Jersey’s tax regime, which prompted an offshore asset restructuring.

Voisin Law

At Voisin Law, Nigel Pearmain handles work for a number of trust companies, including terminations of trusts, issues of intermeddling and cross-border tax - also an area of activity for Ian Strang. Many matters are set against backdrops of various kinds of litigation and potential regulatory challenges. In addition, Clare Nicolle is active specifically in matters concerning Jersey wills, with many matters just as in England involving complex issues of mental capacity - some of her work comes as a court-appointed financial delegate.

At Voisin Law, Nigel Pearmain handles work for a number of trust companies, including terminations of trusts, issues of intermeddling and cross-border tax - also an area of activity for Ian Strang. Many matters are set against backdrops of various kinds of litigation and potential regulatory challenges. In addition, Clare Nicolle is active specifically in matters concerning Jersey wills, with many matters just as in England involving complex issues of mental capacity - some of her work comes as a court-appointed financial delegate.

Practice head(s):

Nigel Pearmain; Clare Nicolle

Other key lawyers:

Ian Strang

Testimonials

‘The practice is unique in that they have a real care about the work they do for the client and an attention to detail that is second to none.  They are extremely responsive and no matter how complex or simple the matter they put the client at the heart of the advice they give.  In terms of strengths and capabilities, they excel in dealing with Jersey private client matters, particularly wills, trusts, estate administration and powers of attorney.’

‘We work closely with the team at Voisin Law on international trusts and succession matters. They have always been an extremely capable and approachable team delivering good quality work to agreed timescales. They are our first choice of law firms in Jersey for this type of work.’

Pinel Advocates

Andrew Pinel leads the Pinel Advocates team, which alongside a number of trusts instructions is particularly active in the on-island wills and probate space. Associate Michele Laurent is a former Registrar of Probate in the jurisdiction.

Andrew Pinel leads the Pinel Advocates team, which alongside a number of trusts instructions is particularly active in the on-island wills and probate space. Associate Michele Laurent is a former Registrar of Probate in the jurisdiction.

Practice head(s):

Andrew Pinel

Other key lawyers:

Michele Laurent

Testimonials

‘Throughout our years of collaboration, the entire team at Pinel Advocates has always delivered excellent services and innovative thinking. It is always a pleasure to work with them. When compared to other smaller firms in Jersey which provide similar private client legal services, Pinel Advocates stands out as a boutique firm which respects and values the client rather than treating the client as a number.’

‘The team are nimble, responsive and commercial.’

Ward Yates

Boutique firm Ward Yates' name partners Nick Ward and Victoria Yates are active in the private wealth space, with a track record of non-contentious work across the piece. In particular, Ward has a track record of work involving BVI structures.

Boutique firm Ward Yates' name partners Nick Ward and Victoria Yates are active in the private wealth space, with a track record of non-contentious work across the piece. In particular, Ward has a track record of work involving BVI structures.