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Carey Olsen

PO BOX 98, CAREY HOUSE, LES BANQUES, ST PETER PORT, GY1 4BZ, GUERNSEY
Tel:
Work 01481 727272
Fax:
Fax 01481 711052
Email:
Web:
www.careyolsen.com

Patricia Montgomery

Tel:
Work +44 (0)1481 727272
Email:
Web:
www.careyolsen.com/people/patricia-montgomery
Carey Olsen

Work Department

Trusts and Private Wealth

Position

Patricia advises a variety of private clients and fiduciaries on all fiduciary law aspects, in particular the creation and administration of offshore trusts and corporate structures.

Patricia’s advice is frequently sought by fiduciaries in relation to their regulatory obligations, terms of business and take-on documentation. She is also regularly instructed by individuals, global institutions and law firms to assist regarding Guernsey inheritance laws, the creation of wills and the administration of estates. 

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.


Guernsey

Private client, trusts and tax

Within: Next generation lawyers

Patricia Montgomery - Carey Olsen

Within: Private client, trusts and tax

Carey Olsen’s ‘well-connected and business-mindedRussell Clark and ‘technical specialistKonrad Friedlaender are ‘leading experts in their field with a pragmatic and friendly approach’ and are among the main names to note in the firm’s ‘excellent’ private client and trusts team. As well as a number of applications to the Royal Court concerning momentous decisions on the administration of trust structures, the group recently handled the setting up of family offices, private trust foundations and significant transactions in the fiduciary space. Natasha Kapp is currently acting for a major global bank in a number of matters arising from rogue trading which took place on the investment portfolio held in a trust-owned company, and ‘approachable and helpful’ associate Robert Quinn is part of the team defending the trustees of a Guernsey structure in a breach of trust claim pertaining to investments. Also notable are the ‘unflappablePatricia Montgomery and ‘tax specialistLaila Arstall – ‘what she doesn’t know about tax and compliance law in Guernsey probably isn’t worth knowing about’ – who act as counsel within the team.

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Legal Developments in Guernsey

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to
  • In re B; B v T (Court of Appeal, 11 July 2012)

    A trustee's duty of confidentiality has recently been discussed and to some extent clarified in the recent Guernsey Court of Appeal decision of In re B; B v T (Court of Appeal, 11 July 2012). This summary has been prepared to provide you with a summary of the case as well as the general issues raised, but is not intended to cover all matters or to provide commentary.   This summary does not constitute legal advice.
  • The Company Administration Regime in Guernsey

    Introduction 
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    The Image Rights (Bailiwick of Guernsey) Ordinance 2012 (the Ordinance) and The Image Rights (Bailiwick of Guernsey) Regulations, 2012
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    The Channel Islands Stock Exchange, LBG (the Exchange or CISX) commenced operations on 27 October 1998 and is intended to provide recognised facilities for the listing and trading of securities issued by companies and investment funds.
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    The investment funds industry in Guernsey has achieved significant growth in recent years. Statistics show that as at 30 June 2011 there was £274.5 billion of assets under management in Guernsey.
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