Hall Of Fame

Next Generation Partners

Leading Associates

Private client, trusts and tax in Guernsey

Carey Olsen

Carey Olsen is the first port of call for a number of Guernsey and foreign-based trust companies, providing ‘first class’ advice concerning the drafting of trust instruments and wills and the setting up of trust companies, while also working with the firm’s litigators to represent various parties in mistake and trustee removal applications. Heading the group is trust structuring expert Russell Clark, while Natasha Kapp is able to advise on HNW clients’ philanthropic aims in addition to handling the restructuring of trusts and assisting trustees with their day-to-day responsibilities. Konrad Friedlaender continues to advise on matters of trust formation and administration as a consultant, with Patricia Montgomery overseeing both the establishment of trusts and advising on Guernsey inheritance laws and supporting clients with the drafting of wills and administration of estates.

Praxisleiter:

Russell Clark


Weitere Kernanwälte:

Natasha Kapp; Konrad Friedlaender; Patricia Montgomery; Joanna Caen


Referenzen

‘The team is excellent, giving clear, focused advice and being very good with clients.’

‘The firm is professional and responsive, polite and gives great customer service. Always a pleasure to deal with Carey Olsen.’

‘The team at Carey Olsen is first class. They are knowledgeable, pragmatic, proactive and always endeavour to collaborate with their clients to provide practical solutions. Their ability to do so with ease, especially when faced with incredibly complex challenges, is what makes their team stand out from the crowd.’

Mourant

Mourant fields ‘one of the top offshore private wealth teams’ in Guernsey, overseeing the structuring, restructuring and termination of trusts and advising trustees on their administrative and fiduciary duties, while working alongside the firm’s disputes team to tackle contentious trust matters, including attempts to remove trustees or vary trust instruments. Practice head Gilly Kennedy-Smith is well versed in the structuring of trusts and succession plans in addition to related tax matters. Alexander Hawkins acts for HNW clients in relation to their wealth management planning, while also assisting professional trustees in relation to their fiduciary duties and in situations where their removal is sought. Lorcan Higgins joined the team from Australia’s Mills Oakley in September 2024, handling the formation and restructuring of Guernsey trusts.

Praxisleiter:

Gilly Kennedy-Smith


Weitere Kernanwälte:

Alexander Hawkins; Lorcan Higgins


Referenzen

‘The team is thorough, approachable, and are largely happy to explain things in granular detail. They take great efforts to get to know the clients, and also the people they are working with. They are excellent at communication and set realistic time frames for results.’

‘Alexander Hawkins is superb. He has brilliant attention to detail and I have real faith in his advice. He looks at things from all angles and is so proactive.’

‘Gilly Kennedy-Smith exudes confidence in herself and the team around her.’

Ogier

The ‘highly practical and commercial’ lawyers that make up Ogier‘s trusts practice advise HNW clients on the structuring of their trusts and other asset planning matters, and are also able to help with family and business relocations into Guernsey. The team is headed by ‘the best non-contentious trust lawyer in the Channel Islands’ Matt Guthrie, who acts for professional trustees, HNW settlors and beneficiaries in relation to their trusts and foundations, and associated international reporting requirements. Catherine Moore provides additional trust formation and administration expertise, while Chris Hards, who made partner in October 2024, advises clients on semi- and non-contentious trusts and wills matters.

Praxisleiter:

Matt Guthrie


Weitere Kernanwälte:

Catherine Moore; Chris Hards; Diana Rodriguez


Referenzen

‘Overall, a particular hallmark of the team is a highly practical and commercial approach to problem solving, covering a broad range from baseline trust legal work to potential litigation and tax investigations work.

‘Matt Guthrie has strong lateral thinking skills, coupled with a strong commercial focus. Diana Rodriguez draws upon extensive experience to constantly deliver high quality expert analysis and advice. Excellent tactical skills. Both operate effectively as a team with other professional firms when needed.’

‘A strong and experienced team which is easy to work with.’

Collas Crill

Collas Crill‘s ‘highly responsive and efficient’ team is instructed by HNW settlors and beneficiaries looking to structure, vary or exit trust structures, with particularly strong ties to the MENA market. The team also works alongside the firm’s litigation department in breach of trust, fraud and trustee removal proceedings. Heading the team is Angela Calnan, who advises across the life cycle of trusts, from structuring to winding up, and Joanne Seal, a specialist in wills and estates matters. Cerisse Fisher oversees the set-up and restructuring of trusts and in addition to advising on semi-contentious trust matters. June 2025 saw Elena Gogh, a specialist in the structuring of family offices and other wealth management vehicles, join the team.

Praxisleiter:

Angela Calnan; Joanne Seal


Weitere Kernanwälte:

Cerisse Fisher; Elena Gogh


Referenzen

‘Angela Calnan is very easy to deal with. She is responsive and pragmatic – she looks to solve issues rather than find problems. She works well alongside her litigation colleagues, showing their collaborative approach to matters.’

‘A very well equipped team of people with critical skills and knowledge to meet the level of required service. Timeliness and responsiveness is very impressive and the advice provided has been invaluable to managing our private wealth structures.’

‘Cerisse Fisher is an extremely knowledgeable partner with invaluable experience in providing advice and guidance on a number of significant complex and high value transactions and legal issues. Responsiveness and timeliness is very impressive given the complexities of some of the services provided. High standards are always adhered to and interactions are always seamless & friendly.’

Walkers

Walkers provides ‘practical and pragmatic advice’ to trustees, HNW settlors and beneficiaries looking to establish and manage trusts in Guernsey, with particular expertise in structures designed to hold digital assets. The group also works closely with the firm’s disputes team where trust or probate matters become contentious. Practice head Rupert Morris is an experienced trust structuring advisor, acting for a client base that includes HNWIs and governments looking for assistance with wealth and asset management, while also representing them before the courts should matters become contentious. David Cooney supports clients with the structuring of trusts and the assets held within across Guernsey, the Cayman Islands and BVI, and is especially adept at advising on crypto-asset management structures. Aaron Sanders acts for clients in breach of trust proceedings and trustee removal applications.

Praxisleiter:

Rupert Morris


Weitere Kernanwälte:

David Cooney; Aaron Sanders


Referenzen

‘Practical and pragmatic advice, responsive when needed.’

‘Walkers has long held the dominant position in the better quality offshore jurisdictions on corporate transactional work in a private client context. They consistently look for ways to build multi-disciplinary teams leading to better awareness and a holistic approach.’

‘David Cooney who has incredible breadth of knowledge at technical level and an astonishing ability to relay the key aspects of complex issues in straightforward, balanced terms so that clients can make informed decisions. He is among the brightest and most knowledgeable senior lawyers in the sector.’

Appleby

Appleby‘s private client and trusts team, under the guidance of Jeremy Berchem and Stuart Tyler, assists clients with the structuring of trusts and wills, and is also able to advise them on mistake and rectification applications, working with the firm’s litigation specialists. Berchem and Tyler leverage their finance and transactional experience to assist HNW clients with deals concerning trust assets. Paula Fry handles trust structuring and restructuring mandates, in addition to appearing in court for clients in applications to vary trusts or remove trustees or protectors.

Praxisleiter:

Stuart Tyler; Jeremy Berchem


Weitere Kernanwälte:

Paula Fry


Referenzen

‚Large enough to provide authority of sound opinions, but with personalised delivery.‘

‚Excellent understanding of specific issues, approachable.‘

‚Client service, from responding to requests to actioning matters in a timely manner, all done to a high standard.‘

Kernmandanten

BOW Trustees


Butterfield Group


CSC


Dixcart


HSBC Group


Imperium Group


Investec Private Wealth


Invicta Wealth


IQ-EQ


New Street Management


Oak Group


Pensioneer Trustee Company (Guernsey) Limited


Praxis Group


PTC Holdings Limited


Trireme Pension Services (Guernsey) Limited


Highlight-Mandate


  • Acted for a trustee/former trustee in defending a claim for breach of trust and duty in relation to the restructuring of certain dynastic family trusts.