Ogier

Dispute Resolution; Trusts Advisory Group

Managing Associate

Heidi is an advocate and managing associate in Ogier's Dispute Resolution team in Guernsey. She has a broad practice that deals with contentious trusts, tax disclosure requests, regulatory advice and professional negligence claims. She regularly acts for trustees, beneficiaries and professional advisors. Her cases often have a cross-jurisdiction aspect, which involves dealing with advisors in multi-jurisdictions. She is also experienced in dealing with enforcement proceedings and costs issues, including taxation.

She also has a wide range of experience in advising clients in response to Tax Information Exchange Agreement (TIEA) requests, emanating from various jurisdictions including India, Australia, Canada, Switzerland and Russia. In particular, she acted for the taxpayer in the first Guernsey challenge to the Royal Court, by way of judicial review proceedings, to a TIEA notice.

Having a keen interest in representing the legal profession, Heidi is the Chair of the Women Lawyers Division of The Law Society.

Heidi's cases include:

- Trust and estates | Advising professional executors and beneficiaries in relation to various Guernsey inheritance and estates claims, particularly under the légitime provisions, lifetime advancement and distribution of the testator's estate and where there are capacity issues.

- Tax and regulatory | Acting for a financial institution in relation to a request from the Economic Crime Division (working with the Financial Conduct Authority) to interview its employees regarding various structures and investments.

- Commercial litigation | Advising a fund regarding a professional negligence claim against the fund administrators in relation to misstatement and calculation of the Net Asset Value of the fund.

Admitted in: 2019 - Guernsey | 2006 - England and Wales (non-practising)

Guernsey Bar | Law Society of England and Wales | Guernsey International Legal Association