Private client, trusts and tax in Jersey

Carey Olsen Jersey LLP

Carey Olsen has an extensive team of highly-regarded trust lawyers, who are routinely praised by an enviable client list of trustees, family offices and ultra-high-net-worth individuals. The firm’s offering covers the gamut of the area, with expertise in structuring and restructuring commercial and private trusts, foundations, family offices and not-for-profit organisations. Professionals such as Siobhan Riley, Stephen Fitzgerald, Keith Dixon and Alexa Saunders regularly advise on succession, pension and estate planning and the associated regulatory and compliance matters. Semi-contentious issues such as Royal Court applications for transaction set-asides and regulatory investigations are routinely handled by Andreas Kistler, with counsel Victoria Connolly a rising star in this field. Paul Matthams has retired from private practice and is now at wealth manager Stonehage Fleming.

Practice head(s):

Siobhan Riley

Testimonials

The team provides a responsive service and has a good level of attention to detail

The team is forward thinking and comfortable with considering various options to reach the best solution for the client

Keith Dixon is very good

Keith Dixon is diligent, highly knowledgeable and is always willing to go the extra mile for his clients

The team is responsive and willing to take on a challenge

A team of highly experienced lawyers with significant depth

Victoria Connolly’s technical knowledge is excellent and she can distill complex matters into clear and concise client advice

Siobhan Riley is a driven, technical expert

Alexa Saunders is a pleasure to work with; responsive and pragmatic

Mourant

Mourant, as part of the firm's global offering, advises a lengthy client roster of corporate and private trustees, foundations and UHNWIs. Edward Devenport is an established name in private wealth structuring, pensions and employee benefit structures while Giles Corbin is an expert in all aspects of trust and foundation administration and the associated legal and regulatory issues that arise. Chiara Mundy is a growing name for advising on succession, probate and wills. Semi-contentious issues such as trust deed rectifications, division of asset issues and set-asides are routinely handled by the firm’s dispute resolution team.

Practice head(s):

Edward Devenport

Other key lawyers:

Giles Corbin; Chiara Mundy

Testimonials

The team is highly technical and always available. Communication is always excellent and timely

Highly professional

Giles Corbin and Chiara Mundy are always available to provide advice and support on various matters

William Burnell is very commercial and knowledgeable

William Burnell goes out of his way to deliver

A responsive and solutions oriented team with a sophisticated and current knowledge of applicable law

Communication is always excellent and timely

Mourant Ozannes stands out for its quality of service and expertise

Key clients

BNP Paribas

Consortia

EFG Private Bank

Butterfield

First Names

Hawksford

Sanne

Stonehage

Zedra

Ogier

Ogier provides its healthy client list of local and international trust companies with advice on the structuring and administration of both commercial and private structures. Key professionals Sally Edwards and James Campbell advise private clients on significant relocation exercises among other areas of wealth and estate planning, with close relationships to extremely wealthy Middle Eastern clients. Josephine Howe is a go-to name for establishing family offices and the team also provides pensions and employee benefits expertise through Katherine Neal.

Practice head(s):

James Campbell

Appleby

The private client and trust offering at Appleby is fully integrated into the corporate practice, with the highly-regarded David Dorgan advising the firm’s considerable blue-chip client roster. Typical mandates include the establishment, administration and restructuring of trust instruments and foundations, refinancing transactions involving trust property, pension trust wind-down instructions, employee benefit trust structuring and trust regulatory advice to private clients.

Practice head(s):

David Dorgan

Testimonials

The team is dynamic, solutions orientated and delivers an excellent service in a cost efficient manner

A team of excellent practitioners

David Dorgan is a highly specialised lawyer who is always available

David Dorgan has a very sound knowledge of the law.  He is pragmatic and quick to respond with good interpersonal skills

David Dorgan is willing to go the extra mile

David Dorgan has great skills to help foreign clients reach a clear and actionable plan

David Dorgan has a very pragmatic approach and is able and willing to work to specific deadlines to achieve a result

Key clients

Barclays

Estera

Equiom

RBC

RBS International

Santander

Standard Chartered Bank

UBS

Zedra

Bedell Cristin

Bedell Cristin is routinely praised by its client list of commercial and private trustees, HNWIs, family offices and corporate services providers for its breadth and depth of knowledge in all aspects for wealth structuring. The team, which includes the well-regarded Edward Bennett and Zillah Howard, regularly handles the establishment, administration and restructuring of high-value trust and foundation structures, employee benefit and pension trusts, family offices and not-for-profits. Chinese speaker Nancy Chien offers a considerable level of expertise in wealth relocation advice to the firm's rapidly growing Middle Eastern client base.

Practice head(s):

Edward Bennett

Other key lawyers:

Zilla Howard; Nancy Chien; Henry Wickham

Testimonials

The team’s key strengths are its ability to consistently deliver advice in a friendly and pragmatic manner backed up by a depth of knowledge and technical expertise

Bedell Cristin continues to be one of the leading private wealth firms in Jersey

The team is hugely experienced, very commercial and very practical

The firm’s contentious and non-contentious teams work very well together which is really helpful for wealth-structuring work

Zillah Howard is a very experienced lawyer who is at the top of her profession for complex and high-value wealth structuring

Zillah Howard has an excellent breadth of knowledge and is very bright, dedicated and hardworking

Nancy Chien has a good reputation with the local and international market and is a very safe pair of hands

Edward Bennett delivers advice in a careful and well thought-out manner

Nancy Chien and Henry Wickham are versatile, capable and pragmatic in their advice

Edward Bennett and Henry Wickham are excellent

Collas Crill

Collas Crill has a steady client list of institutional and private trustees, high-profile beneficiaries and private clients, both locally and internationally. Common mandates include estate succession planning, trust and foundation establishment and administration and complex restructuring exercises. Practice head Kellyann Ozouf was recently involved in a number of considerable trust termination exercises and the firm is well-equipped to handle court applications and contentious trust mandates as they arise via its broader dispute resolution practice.

Practice head(s):

Kellyann Ozouf

Testimonials

‘The team is extremely professional, prompt, relevant and technical. They are also very user-friendly and approachable.’

‘Kellyann Ozouf is a leading individual in every sense, she knows her stuff and has years of experience dealing with clients at the very highest level. Kellyann is very commercially aware and brings all of her experience to every matter across a broad subject base; she is innovative and very forward thinking – she is first class.’

‘A friendly team which make it a pleasure to work with to provide solutions for our clients.’

‘Kellyann Ozouf is a delight to work with and I would recommend her to any of my clients. She is intelligent and technically able without overcomplicating things.’

‘Personal, practical and knowledgeable.’

Dickinson Gleeson

Best known for its litigation offering, in addition Dickinson Gleeson is well-equipped to provide its list of institutional and private clients with non-contentious and semi-contentious wealth structuring advice through the expertise of the highly-praised Craig Swart (‘exceptionally reliable’; knowledgeable and pragmatic’). Typical mandates include trust rectification and restructuring exercises (including modernising old trusts), trusteeship exits, trust take-overs, trust terminations and estate administration.

Practice head(s):

Craig Swart

Other key lawyers:

Edward Scott; James Gleeson

Testimonials

The partners are approachable, provide solid advice and have strong technical knowledge

Dickinson Gleeson is a very professional group of individuals which provides a very warm and friendly service

Dickinson Gleeson is very client-focused and is commercial in its pricing and advice

The team works very closely with clients to ensure a clear understanding of the engagement

A small but focused team that meets tight deadlines and produces helpful and comprehensive advice

Always responsive and approachable

Craig Swart and Edward Scott are approachable and provide sound advice for both simple and complex transactions

James Gleeson goes the extra mile with client service and provides excellent advice

Craig Swart is a very experienced lawyer and is approachable, calm and collected

Craig Swart and Edward Scott are first-class

Key clients

Geneva Trust Company (formerly Rawlinson & Hunter Trustees SA)

RBC

Pentera Trust

Vistra

BKS Family Office

Trident

Rawlinson & Hunter Jersey

First Island Trustees

Fairway

LGL Trust

Ocorian

Work highlights

  • Advising Geneva Trust Company on the restructuring of eight connected Jersey trusts, where two are insolvent and face multiple claims to their assets.
  • Representing Geneva Trust Company in its exit from its trusteeship of the Tchenguiz Discretionary Trust.

WALKERS

WALKERS has undergone significant expansion to its private client and trust offering, with the addition of senior counsel Sevyn Kalsi from Ogier, bringing with him experience advising private clients, family offices, corporate trustees and trust beneficiaries on the full range of wealth structuring and restructuring issues. Recently-elected partner Robert Dobbyn heads up the private capital offering, with a particular focus on the structuring and redomiciliation of Jersey foundations. The firm's extensive global network makes it well-placed to handle multi-jurisdictional mandates, and in particular it has strong client relationships in Asia and the Middle East.

Practice head(s):

Robert Dobbyn

Other key lawyers:

Sevyn Kalsai; David Pytches

Testimonials

A great level of experience and knowledge and great client service

Robert Dobbyn is without a question of a doubt the cleverest trust lawyer in the Channel Islands

The team provides clear and concise advice

The team has many years of experience in both offshore and onshore trust practice

The team is responsive and enthusiastic

Robert Dobbyn and Sevyn Kalsi are both excellent lawyers who provide great advice and attention to detail

Robert Dobbyn is a very smart and capable lawyer. He is very thorough and always provides good advice

Sevyn Kalsai and Robert Dobbyn provide fast, no-nonsense advice and regularly go above and beyond expectations to help meet those sometimes unavoidable tight deadlines

The team is accurate, reliable and good value for money

Sevyn Kalsi’s approach is practical, proactive and cost effective

Ward Yates

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.

Practice head(s):

Victoria Yates

Other key lawyers:

Nick Ward; Corinne Barnes

Testimonials

The service levels and expertise within the firm are exemplary and its turnaround time is second to none

The level of knowledge for a small team is second to none and it provides an expert service at a most reasonable cost in a very timely manner

This is a firm that has the weight of intellect associated with highly regarded partners of international law firms, but without the weight of institutionalism

Ward Yates provides excellent customer service. The work carried out is always of a high standard, the response times are exceptional and fees are clear and very competitive

The team at Ward Yates is approachable, super responsive and able to take complex matters and provide simple solutions

Victoria Yates’ knowledge and expertise combined with her pragmatic approach and responsiveness is unrivalled

Victoria Yates and Nick Ward are excellent in their respective fields, with many years of experience in navigating through complex issues in a pragmatic and commercial manner

Nick Ward is a first-rate, highly respected lawyer who gives sound advice

Corinne Barnes is extremely diligent in her work and provides the highest quality of legal advice available

Victoria Yates is always willing to go the extra mile for clients. She is pragmatic and offers good advice, tailored to what the client needs

Key clients

First Names Group

LGL Trustees

Sanne

Forsters

Ince Gordon Dadds

Hawksford

Helm

Intertrust

Link Group

Rakison

Summit Trust

Macfarlanes

Voisin Law

Voisin Law has a steady roster of long-term, mid-tier clients in the trust and fiduciary services sectors, alongside advising a number of private clients. The practice is particularly known for its expertise as executors of high-value estates, advising on the planning of estates and the division of assets: Clare Nicolle is considered a go-to name in this field. The team also has expertise in the structuring and restructuring of family and philanthropic trusts, and Nigel Pearmain regularly advises trustees and fiduciaries on their duties and obligations under Jersey law.

Practice head(s):

Nigel Pearmain

Other key lawyers:

Claire Nicolle

Testimonials

The team at Voisin Law is extremely personable, efficient and good value. Gets the job done without fuss

A relatively small team that is extremely focussed in terms of client service and delivery

Always seeks to go above and beyond

Very responsive and competitive

Clare Nicolle is a pleasure to work with and has a calm but determined approach to matters

Clare Nicolle is approachable, dependable, knowledgeable and client-focussed

Clare Nicolle has a thorough understanding of the practice area with a willingness to help and suggest commercial solutions to legal problems

A genuinely nice group of individuals willing to go that extra mile

Key clients

Stephenson Harwood LLP

Maurice Turnor Gardner

Wilsons Law

Penningtons Manches

Payne Hicks Beach

Foot Anstey LLP

Stevens & Bolton LLP

Trowers & Hamlins LLP

First Names Group

Hatstone Lawyers

Hatstone Lawyers advises a number of financial institutions, professional trustees, family offices and wealth managers on structuring mandates including establishing and administering family offices, drafting trust instruments, restructuring exercises and employee benefit trust creation.

Lexstone Lawyers

Lexstone Lawyers advises a number of long-standing private wealth clients on the drafting, administration and termination of trust instruments, the establishment of family offices and foundations, wealth restructuring exercises and the retirement and appointment of trustees. The team advises private clients, family offices and Jersey trust companies.

Practice head(s):

Lucy Egerton-Vernon

Key clients

SFH Jersey Limited (Soditic)

Garfield Bennett Trust Company Limited

Hawk Family Office

Parslows

Parslows is instructed by trustees, settlors, beneficiaries and protectors for a broad range of mandates including establishing and restructuring complex wealth structures, trust terminations, review of trust administration and wills and estate planning.