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With the introduction of the Benefit Entities Act 2025 (the Benefit Act) Bermuda has taken the important and laudable step of allowing corporations to more easily incorporate environmental, social and governance...

As we look back on the decisions handed down by the courts of the major offshore jurisdictions during 2013, I am struck again by the extraordinary variety of matters covered.

Section 47 of the Bermudian Trustee Act 1975 allows for the restructure of trusts in circumstances where the requisite power to implement the variation is absent from the trust instrument.

On 5 July 2016, the EU Commission published proposed amendments to the EU's 4th Anti-Money Laundering Directive (4AMLD).

Welcome to the festive edition of the Conyers Private Client & Trust Bulletin, where we update on recent matters of interest from our jurisdictions of Bermuda, BVI and the Cayman Islands.

While protectors are now widely encountered in offshore trusts, until now the legal relationship between protectors and trustees has not been the subject of substantive legal enquiry.

Enhancements have recently been made to Bermuda's trust regulatory regime with the passing of the Trusts (Regulation of Trust Business) Amendment Act 2019 (Amendment Act)

The trust deeds did not confer any express retention or contractual indemnity rights on the former trustee.

Bermuda has amended the Trusts (Special Provisions) Act 1989 to modernise its ‘firewall' provisions and to introduce flexibility and clarity with respect to excluding illegitimate children from...

o what extent are assets in offshore trusts sheltered from claims made under other jurisdictions' laws against settlors, beneficiaries, trustees or trust property?

Appleby recently acted in the matter of Dervan and MD Events v Concept Fiduciaries Ltd and Others for applicants to the Royal Court of Guernsey

Enhancements to Bermuda's "firewall" provisions will soon be enacted.

In this mini-series of articles, we explore the role of protectors insofar as the same can be identified in general terms, although it will, of course, always be necessary to have regard to the express terms of the trust instrument ...

The New Zealand Supreme Court in Clayton speculated that an illusory trust may become a valid trust when the settlor's role in relation to the trust changes.

Appleby recently acted in the matter of Dervan and MD Events v Concept Fiduciaries Ltd and Others for applicants to the Royal Court of Guernsey who sought to set aside two dispositions into an employee benefit trust on the ground of mistake.

Trustees faced with a "momentous" decision concerning the affairs of a trust are well advised to seek prior sanction from their supervising court.

Non-US persons with internationally diversified portfolios face significant US estate tax exposure on US-situs assets, including securities and real estate, with exemptions far more limited than those available to US citizens.