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The transfer of wealth to the next generation is a critical issue. The next two years are expected to see the largest transfer of wealth from ‘Baby Boomers' (those born between 1944 and 1964) to the younger generations.

Purpose trusts have become an increasingly important part of the Trusts (Jersey) Law 1984 (as amended) (the "Trusts Law"). Unlike traditional trusts there is no need for a purpose trust to have a living beneficiary. The

Guernsey statutory law has provided for non-charitable purpose trusts (usually known simply as `purpose trusts') since the Trusts (Guernsey) Law, 2007 (as amended) was brought into force in March 2008.

The breakdown of trust in any personal relationship is difficult to accept, and both parties are usually left bruised.

Richard Le Tocq of Locate Guernsey examines the financial infrastructure of the island and why it remains a favoured domicile.

The global ILS market has developed significantly in recent years with 2014 showing a record breaking year with over $24.3bn on risk covering catastrophe bonds at 31 December 2014...

The rule in Hastings-Bass gives the court discretion to set aside an exercise of power if a trustee failed to take into account relevant considerations when exercising the power, or took into account...

This is part of a series of guides in which we examine areas of law that frequently arise in practice.

The Middle East is home to a growing number of high-net-worth families with diverse and often complex wealth management and estate and succession planning needs. As families in the region focus...

Guernsey funds are invariably structured as companies, unit trusts or limited partnerships.

May a trustee of a charitable trust (or any trust, for that matter) make investments principally for ethical reasons; rather than seeking the highest possible financial return?

Alongside established trust structures, the BVI Private Trust Company (PTC) has become an increasingly valuable governance solution, providing families with a dedicated corporate trustee for estate, tax and succession planning.

Guernsey is renowned for being one of the leading jurisdictions for fiduciary work having built a strong reputation over decades and providing private clients with the right wealth structures quickly and with a high degree of expertise and professionalism.

As it welcomes new acquisition Legis, Orangefield is perfectly placed to advise clients on the National Private Placement scheme, says Patricia White.

The Great Wealth Transfer is reshaping family trust administration as significant wealth passes from baby boomers to successors with different priorities around governance, transparency, and the purpose of family wealth. A recent Guernsey court case illustrates how changing beneficiary expectations create new challenges for trustees navigating intergenerational disputes, ethical considerations, and evolving family dynamics. Effective governance, proactive communication, and early engagement with successor b

Guernsey's success has been built upon its own reaction to the continuous changes and challenges in the global business environment.

The purpose of this briefing note is to set out some of the benefits of Guernsey trusts. Primarily, they revolve around wealth management and preservation ...