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Private Client analysis: Who saw a global pandemic coming in 2020? Was anyone ready for it? David Dorgan, partner at Appleby, Jersey discusses some of the relevant considerations and challenges...

Trust Applications In Jersey - Confidentiality Under Threat: English Divorce Court Denies Royal Court's Request For Restraint In The Interests Of Comity

In an important judgment published last week, the Royal Court of Jersey has provided guidance to trustees and other holders of fiduciary powers in relation to the exercise of powers when a trust is considered to be "insolvent".

From staying on top of regulatory developments, to managing interpersonal dynamics among warring beneficiaries, a trustee's role is only becoming more and more complex.

As intergenerational wealth in the Middle East continues to grow, affluent families are increasingly turning to sophisticated structures to preserve and transition assets across generations.

There are distinguishing characteristics between charity (which tends to focus on the relief of a particular social problem) and philanthropy (which tends to address the root cause of the problem).

In this recent case the Royal Court of Jersey considered the application by the present trustee of two Jersey law trusts (Present Trustee) for an order requiring a former trustee (Former Trustee) to disclose legal advice in relation to the trusts obtained by Former Trustee during its trusteeship.

In the recent decision of In the Matter of the Z Trust [2016] JRC 048, the Royal Court of Jersey considered an application to set aside the appointment of trustees under recently enacted provisions in the Trusts (Jersey) Law 1984.

Significantly for Jersey law trusts established prior to the introduction of the Trusts (Jersey) Law 1984, the Court held that the English law rules on perpetuities...

The Bailiwick of Jersey is one of the three Crown Dependencies of the British Crown that surround the United Kingdom.

Robert Dobbyn is a partner specialising in private capital and trusts work in Walkers' Jersey team.

The Royal Court's judgment in 2015 In the Matter of the Piedmont Trust and In the Matter of the Riviera Trust provided guidance with regard to the exercise of fiduciary powers of appointment...

As a result of today's climate, in which professional trustees are held to increasingly high standards by regulators, courts and clients alike, the importance of fiduciaries recording their decisions has never been greater.

The purpose of this briefing note is to set out some of the benefits of Jersey trusts.

How can clients be better advised when looking to ensure they are Sharia' compliant

Non-charitable purpose trusts ("Purpose Trusts") have become an increasingly important part of the Trusts (Jersey) Law 1984, as amended (the "Trusts Law"). Unlike traditional trusts, Purpose Trusts do not have beneficiaries.

For the first time, a Guernsey trustee has sought advice from the Royal Court over whether it should submit to the jurisdiction of a foreign court – notwithstanding the firewall provisions of the island's trusts law.