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  • Article

    A Moveable Feast - Economic Substance And Holding Entities

    In a recent article for Trusts & Trustees, Carey Olsen Bermuda's Ashley Fife considers certain aspects of the economic substance requirements relevant to private client structures
    BermudaCorporate/Commercial Law
    Carey Olsen
    Carey Olsen
  • Article

    A Step Ahead On Digital Fintech & Crypto Assets

    Digital Assets/ Fintech and Crypto are relevant trends in the sense that everyone has resigned to the fact that they are not going away.
    BermudaCorporate/Commercial Law
    Walkers
    Walkers
Article

Bermuda's Managing Trustee Regime - Don't You Forget About Me By Ashley Fife

Senior Associate Ashley Fife reminds us not to forget about the benefits of Section 30A of Bermuda's Trustee Act when establishing a trust for entrepreneurial settlors of a unit trust investment fund.
BermudaWealth Management
Appleby
Appleby
  • Article

    Bermuda Court Exercises Inherent Jurisdiction To Appoint Protectors

    In the Matter of the H Trust [2019] SC (Bda) 27 Com (30 April 2019), the Supreme Court of Bermuda delivered an important judgment
    BermudaCorporate/Commercial Law
    Carey Olsen
    Carey Olsen
  • Article

    The Trustee Amendment Act 2025 - Bermuda

    The Trustee Amendment Act 2025 (the Amendment Act), which took effect on 10 October 2025 in Bermuda...
    BermudaCorporate/Commercial Law
    Carey Olsen
    Carey Olsen
  • Article

    Exchange Of Information - The Challenge Ahead

    Bermuda has been engaging in tax information exchange with other jurisdictions since the 1980s. This article, which is based upon a paper presented at the...
    GlobalCorporate/Commercial Law
    Carey Olsen
    Carey Olsen
  • Article

    Leaky Buckets And Raging Fires? Asset Protection Trusts And Firewall And Fraudulent Transfer Legislation

    A trust is not a legal person. An express trust is a fiduciary relationship whereby a person, the settlor, transfers property a trustee to hold and apply for the benefit of one or more persons...
    BermudaWealth Management
    Appleby
    Appleby
  • Article

    Appleby Bermuda Contributes To Private Trust Companies Handbook Second Edition

    This handbook is a comprehensive resource for lawyers, accountants, family office executives and others who advise families on private trust companies.
    BermudaCorporate/Commercial Law
    Appleby
    Appleby
  • Article

    The New Perpetuities And Accumulations Amendment Act 2015

    By way of background, pursuant to the Perpetuities and Accumulations Act, 2009 (operative from 1 August 2009) Bermuda abolished the Rule Against Perpetuities for all trusts established after that date.
    BermudaCorporate/Commercial Law
    Conyers
    Conyers
  • Article

    Keith Robinson Elected As Fellow Of The American College Of Trust And Estate Counsel

    Carey Olsen Bermuda partner Keith Robinson has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC).
    BermudaLaw Department Performance
    Carey Olsen
    Carey Olsen
  • Article

    Bermuda Restructuring Options Remain Strong, International Trusts Forum Told

    The private client sector in Bermuda, aided by a buoyant restructuring trend, continues to show considerable strength, according to Carey Olsen Bermuda partner Keith Robinson.
    BermudaWealth Management
    Carey Olsen
    Carey Olsen
  • Article

    Trust Tourists From The Future

    The renowned physicist, Professor Stephen Hawking, when considering time travel, has mused that, "...we have not yet been overrun by tourists from the future.."
    BermudaWealth Management
    Appleby
    Appleby
  • Article

    Private Client & Trust Bulletin – Summer 2021

    Welcome to the fifth edition of our Private Client Bulletin, bringing you the latest private client and trust news and insights from Bermuda, the Cayman Islands, BVI and Asia.
    GlobalCorporate/Commercial Law
    Conyers
    Conyers
  • Article

    Bermuda Amends National Pension Scheme – Update #3

    Following our alert of March 2020, providing an update about the amendments to the National Pension Scheme, we further update on amendments passed in Bermuda's House of Assembly on Friday 8 May 2020
    BermudaCorporate/Commercial Law
    Conyers
    Conyers
  • Article

    Change Of Governing Law And The Resettlement Of Trusts

    A recent decision of the Bermuda Supreme Court has dealt with the question of whether a change of governing law of a trust and disapplication of the rule against perpetuities will result in a resettlement of the trust.
    BermudaLitigation, Mediation & Arbitration
    Conyers
    Conyers
  • Article

    Bermuda’s Beneficial Ownership Exemption Order 2026

    Bermuda's Beneficial Ownership Amendment Act 2026 introduces significant changes to transparency requirements for legal entities. The new Exemption Order provides relief from central filing obligations for certain qualifying entities, including those held by licensed trustees and investment funds. Understanding eligibility criteria and compliance conditions is essential for affected legal persons operating in Bermuda's regulatory framework.
    BermudaCorporate/Commercial Law
    Conyers
    Conyers
  • Article

    Overview - Sham Vs Illusory Trusts: What's In A Name?

    In this mini-series of articles, we explore the relationship between sham trusts and illusory trusts, before making the case for dropping "illusory trusts" from the nomenclature of the future.
    BermudaCorporate/Commercial Law
    Kennedys Law LLP
    Kennedys Law LLP
  • Article

    Q&A With Jeffrey Elkinson, Director In The Litigation Department

    In the November edition of the Private Client & Trust Bulletin, we sat down with Conyers Director, Jeffrey Elkinson.
    BermudaLitigation, Mediation & Arbitration
    Conyers
    Conyers
  • Article

    Globalisation And The Bermuda Trust Boom

    Bermuda's Society of Trust and Estate Practitioners' annual conference takes place this week themed "Bermuda: a Centre of Excellence for the Family Office".
    BermudaWealth Management
    Appleby
    Appleby
  • Article

    The Trust That Owns The America's Cup

    As the oldest international sporting trophy in the world, it is timely to reflect on what the Cup, affectionately called the "Auld Mug", is and how it is governed.
    BermudaWealth Management
    Appleby
    Appleby
  • Showing 1–20 of 147 results

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