Patricia Montgomery > Carey Olsen > St Peter Port, Guernsey > Lawyer Profile

Patricia Montgomery

+44 (0)1481 732093 [email protected] View profile View profile

Work Department

Trusts and Private Wealth; Private Client

Position

Patricia is a partner in the trusts and private wealth team in Guernsey with over 20 years’ experience in her specialist field. She advises a variety of private clients and fiduciaries on all fiduciary law aspects, in particular the creation and administration of offshore trusts and corporate and charitable structures, including commercial and private trusts and foundations. She also advises in relation to succession, pensions and estate planning matters.

Patricia’s advice is frequently sought by fiduciaries in relation to their regulatory and compliance obligations, terms of business and take-on documentation. She is also regularly instructed by private individuals, global institutions and law firms to assist regarding Guernsey inheritance laws, the creation of wills, grants of probate, lasting powers of attorney and the administration of estates. She has vast experience in managing the process of the winding up of straight forward and the more complex estates, which may involve significant assets, multiple beneficiaries or potential disputes, and she ensures all legal obligations are met and the process runs smoothly.

Career

Patricia qualified as a Solicitor of the Supreme Court of England and Wales in 2000 (currently non-practising) and as an Advocate of the Royal Court of Guernsey in 2003. Patricia joined the firm in 2001, having previously worked for an English law firm based in London and Guernsey where she specialised in international wealth management. Patricia was made Partner in 2023 and became a notary public in 2014.

She is ranked as a Next Generation Partner in The Legal 500 UK 2024 edition. She is also ranked as a Band 3 lawyer for Offshore: Trusts by the Chambers and Partners UK, Global and High Net Worth guides.