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Article
Jersey's Royal Court Clarifies Costs Recovery Principles For Non-Trustee Fiduciaries
In the latest instalment of the HHH Employee Trust case the Royal Court has rejected a beneficiary's challenge to costs recoverable by a non-trustee fiduciary...
JerseyCorporate/Commercial Law
Ogier
Article
Snapshot: Jersey's Impounder Restrictions In Relation To Discretionary Trusts
In the recent decision of the Master of the Royal Court in Patel & Ors v JTC Trust Company Limited [2022] JRC089, the Court confirmed that it does not possess the power under Article 46 of the Trusts (Jersey) Law 1984 (the Trusts Law)...
JerseyCorporate/Commercial Law
Ogier

Trustee Knowledge Series: Advanced Paper Three: Changing Of The Guard

Such a change can be straightforward, but complacency often results in otherwise avoidable complications/issues. The aim of this paper is to provide a (non-exhaustive) checklist

JerseyCorporate/Commercial Law

Trustee Knowledge Series: Advanced Paper Two: Appointment To Beneficiaries

The purpose of private trusts is to benefit beneficiaries and to this extent beneficiaries will often benefit from the trustees appointing trust assets to them.

JerseyCorporate/Commercial Law

Jersey Foundations Wealth Planning For Family Businesses

Wealth planning is a long-term exercise to preserve wealth while meeting the future needs of several generations.

JerseyWealth Management

Jersey Finance Limited

Register Of Trusts

In April 2018, the European Parliament is expected to adopt the EU's 5th Anti-Money Laundering Directive (5AMLD), as agreed by EU Member States on 13th December 2017.

JerseyWealth Management

Time For Investors And Beneficiaries To Review Structures In Light Of PSC Register

Investors and trust beneficiaries run the risk of being made an example of in respect of the new UK register of People with Significant Control if they don't take advice and consider structuring options...

JerseyWealth Management

Trustees Of Employee Benefit Trusts Advised To Take Legal Advice If Faced With Attempts To Recover Money After Rangers Ruling

Katherine said that in all cases, trustees should take clear advice from English counsel and from lawyers qualified in the law of the jurisdiction governing the trust.

JerseyWealth Management

Trusts: Securing A Successful Succession

Like all businesses, family businesses need to deal with a diverse range of challenges.

JerseyWealth Management

Jersey Finance Limited

Trustee Knowledge Series: Advanced Paper Four: The Proper Law And Place Of Administration Of Trusts And Courts With Exclusive Jurisdiction

The trust is a concept recognised in many parts of the globe with many countries either having their own trust laws or having ratified the Hague Convention.

JerseyCorporate/Commercial Law

Trusts Advisory Group

Ogier advises trustees, settlors, beneficiaries and anyone else connected with trusts and foundations, whether established for succession purposes

JerseyCorporate/Commercial Law

Asset Protection: The Reason Why Clients In Hong Kong And Across Asia Are Turning To Channel Islands Trusts

There are three main motivations for the use of Jersey and Guernsey trust and foundation structures for Asian clients: protection, direction and succession.

JerseyWealth Management

Remedies For Mistake Under Jersey law

Article 11 of the Trusts (Jersey) Law 1984 (the Law) provides that a trust is invalid to the extent that the Court declares that it was established, inter alia, by mistake.

JerseyWealth Management

Trust Essentials - July 2019

Jersey's Court of Appeal has handed down its long awaited judgment in the Z Trusts case.

JerseyWealth Management

Trusts (Amendment No.7) (Jersey) Law 2018 Now In Force

The Trusts (Amendment No.7) (Jersey) Law 2018 (Amendment No. 7) came into force on 8 June 2018.

JerseyWealth Management

Saunders V Vautier Where The Beneficial Class Is Not Closed - The Debate Goes On...

The rule in Saunders v Vautier is familiar territory for trust lawyers. In the modern world it is understood to mean that the beneficiaries of a trust, if all of full age and capacity...

JerseyLitigation, Mediation & Arbitration

Fourth European Money Laundering Directive Published

Publicly available ultimate beneficial ownership registers appear to have been restricted to 'taxable' trusts in the EU's Fourth Money Laundering Directive.

European UnionCorporate/Commercial Law

Trusts In The Middle East – Avoiding Conflict Within Families

Trusts are a wonderfully flexible and durable means of preserving and enhancing family businesses and wealth over generations, as is evidenced by the fact that they remain as relevant in the modern world as they have done over centuries.

GlobalCorporate/Commercial Law

Baker & Partners LLP

Disclosure Or Education? Increased Transparency Between Trustee And Settlor May Lead To A Reduction In Disputes

The issue of confidentiality in relation to trusts has been much discussed recently, with the introduction of reporting requirements such as the Common Reporting Standard.

JerseyCorporate/Commercial Law

Disclosure Or Eduction? Increased Transparency Between Trustee And Settlor May Lead To A Reduction In Disputes

The issue of confidentiality in relation to trusts has been much discussed recently, with the introduction of reporting requirements such as the Common Reporting Standard.

JerseyCorporate/Commercial Law

Showing 41–60 of 353 results

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