Bedell Cristin takes instruction from HNW settlors based in Asia, Africa, and the Middle East, assisting them with the establishment of Jersey trusts, family offices, and related family governance structures and other aspects of their succession planning. Practice head Nancy Chien is well versed in the establishment of trust structures, while also advising clients on the use of foundations and philanthropic vehicles. Sevyn Kalsi specialises in charitable and philanthropic asset planning and is also able to help clients set up family offices and private trust companies, while Edward Bennett is adept at overseeing generational wealth transfers.
Private client, trusts and tax in Jersey
Bedell Cristin
Praxisleiter:
Nancy Chien
Weitere Kernanwälte:
Edward Bennett; Sevyn Kalsi; Isabelle Russell
Referenzen
‚They are thoughtful and engaged, and are solutions-oriented. They are proficient in assembling teams of cross-border advisors to deliver comprehensive and practical advice. They are an excellent firm practicing in a difficult area, and doing so very capably.‘
‚Nancy Chien is very knowledgeable and experienced, accessible and meaningfully engaged, and oversees the delivery of high quality advice with outstanding service.‘
‚I have worked with Nancy Chien on a number of client matter regarding Jersey trust laws. She is extremely knowledgeable and responsive. Even though we are on different time zones, she was very willing to accommodate our timings.‘
Carey Olsen
Carey Olsen handles both advisory and contentious aspects of trust matters, assisting settlors with the establishment and restructuring of Jersey trusts, and also acting for trust companies facing breach of trust claims and trustee removal applications. Alexa Saunders heads the team, advising on the setup of both family trusts and broader succession planning matters. Robert Dobbyn offers considerable expertise in the structuring of succession and asset planning vehicles, including trusts and foundations, while Andreas Kistler frequently appears in the Royal Court, where he represents plaintiffs and defendants in breach of trust and professional negligence claims. Stephen Fitzgerald specialises in the use of trusts as pension vehicles. Wills and probate specialist Victoria Grogan joined the team from Collas Crill in April 2024.
Praxisleiter:
Alexa Saunders
Weitere Kernanwälte:
Robert Dobbyn; Andreas Kistler; Stephen Fitzgerald; Victoria Grogan
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‚A super team that we like very much. Held in high regard locally and trusted advisors for our business.‘
‚Approachable, commercial and most importantly calm! This is especially important when situations can become contentious.‘
‚We chose Carey Olsen because of its experience in dealing with complex trust and trustee issues in Jersey. We found the team to be very knowledgeable and supportive.‘
Kernmandanten
G Limited
Brown Brothers Harriman Trust Company, NA
Highlight-Mandate
- Advising Jersey private trust company G Limited and its associated private wealth structure on proceedings brought against it by an individual who transferred significant sums on trust.
- Acted as Jersey legal advisers to Brown Brothers Harriman Trust Company NA, the executor of the US estate of a HNW US citizen, who was resident and domiciled in Jersey at the time of her death.
Mourant
Mourant acts for a range of HNWIs, including clients from the Middle East and US, advising family offices and trust companies in relation to the setup and redomiciliation of existing trust structures, and with the ongoing management of family businesses and assets. Practice head Ed Devenport is well versed in all manner of private wealth management structures, including individual trusts and trust companies. Will Burnell also advises on the spectrum of Jersey-based wealth-holding structures, including foundations, while Chiara Mundy handles a mixture of contentious and non-contentious trust matters, ranging from trust migrations to succession planning and issues related to wills.
Praxisleiter:
Ed Devenport
Weitere Kernanwälte:
Will Burnell; Chiara Mundy
Referenzen
‚We have a great working relationship with this medium-sized and very personable team. The team stand out as their approach and advice is always tailored to us and backed up with practical and technically first-rate advice. We feel like they value our business, which is something that makes the team stand out.‘
‚Edward Devenport has second-to-none technical expertise in the private wealth and trust arena in Jersey. Ed is our go-to lawyer for complicated pieces of advice that need turning around in a short time frame.‘
‚Chiara Mundy is a trusted adviser for many of our trust based plans. Chiara is always able to provide advice and legal drafting on matters that are not straightforward, with a quick turnaround and personable approach.‘
Ogier
Ogier is called upon by HNWIs looking to establish trusts or set up trust companies in Jersey, in addition to advising clients looking to launch philanthropic and charitable structures and advising employers on the use of trust structures for employee pension and incentive schemes. Heading the team in tandem are James Campbell and Josephine Howe, both of whom advise a raft of HNW settlors, family offices, and professional trustees on the drafting and amendment of trust instruments, the restructuring of trusts and in Campbell’s case, the management of luxury assets including cars, yachts, and art. Katherine Neal occupies a notable niche in the pensions field, advising on the use of trusts for pension and incentive schemes.
Praxisleiter:
James Campbell; Josephine Howe
Weitere Kernanwälte:
Katherine Neal; Henry Wickham; Richard Laignel
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‚They work together well as a team, not just as individuals and not just the partners. Fast, responsive and technical, which is what you want!‘
‚Josephine Howe is excellent, very experienced, knowledgeable, commercial and very responsive.‘
‚Incredibly responsive and always willing to chat a project through ahead of being formally instructed.‘
Highlight-Mandate
- Provided advice to a HNW Middle Eastern settlor in relation to the establishment of a new Jersey purpose trust and private trust company structure to act as trustee of existing family trusts, to enable greater family involvement in decision-making and to facilitate longer term ringfencing of different assets types.
- Provided advice to a Jersey trustee in respect of a high value divorce involving trust beneficiaries with multiple cross-jurisdictional trusts.
- Provided advice to Jersey trustee in connection with a hybrid private wealth and investment fund structure ultimately holding a number of high profile businesses.
Collas Crill
Collas Crill advises HNWIs, family offices, and professional trustees on the structuring of Jersey trusts, and is also able to represent parties involved in trust disputes, including breach of trust claims and applications to remove trustees. Victoria Yates takes the lead on all non-contentious matters, from the structuring of both private and commercial trusts, while Damian James is sought after for contentious proceedings, handling multi-jurisdictional cases. Dionne Gilbert is the firm’s wills and probate specialist, in addition to acting for clients in divorce and child law proceedings.
Praxisleiter:
Victoria Yates; Damian James; Dionne Gilbert
Referenzen
‚Collas Crill provides an exceptional service to clients and is a pleasure to deal with. Not only does it provide the highest level of professional service, it also relates to clients and makes them a priority in all that it does.‘
‚Collaboration between the partners feels fluid and client-centric.‘
‚Dionne Gilbert is an expert in her field. She gives wise counsel and thoughtful and pragmatic advice. She is also empathetic and has excellent communication skills, ensuring that the nuances and implications are fully understood, and therefore the best decision is made.‘
Kernmandanten
Apex
Baccata
Charles Russell Speechlys
Citco
Crestbridge Family Office
CSC
EFG Wealth Solutions (Jersey) Limited
Entrust
Equiom
Fairway
Farrer & Co
Forsters
Hawksford
Highvern
IQ EQ
Ithaka
JTC
KPMG Law
Ocorian
Praxis IFM
Praxis Real Estate Management Limited
R&H
Stenham
Stewarts Law
Summit
Trident
Valla
Wedlake Bell
Withers
Zedra
Highlight-Mandate
- Advised an UHNW family, worth circa €25bn, on the restructuring of various Jersey trusts established for different branches of the family.
- Advised a Jersey regulated trust company in relation to a Jersey trust established by a HNW family worth circa £51bn on a variety of complex multi-jurisdictional issues where one branch of the family is seeking a partition of the assets and another branch is contesting the court application on the grounds that a family agreement precludes partition.
- Advised a HNW Jersey resident individual on the establishment of a suitable trust structure to hold his business, taking into account forced heirship provisions in Jersey and the client’s desire to ensure his business, worth circa £500m, would continue to operate smoothly following his death.
Viberts
Both HNW settlors and trust service providers rely on Viberts for assistance with the establishment and restructuring of trusts. The practice is additionally able to support executors in settling wills. The practice’s leadership group includes Christopher Scholefield, who advises HNWIs on the setup of their asset protection structures, ranging from trusts to partnerships and foundations, and Zoe Blomfield, who specialises in capacity issues in addition to assisting clients with estate planning and inheritance matters. Charles Thacker offers considerable will drafting experience and is also able to act for clients, including delegates, making grant of probate and other applications to court.
Praxisleiter:
Christopher Scholefield; Zoe Blomfield; Charles Thacker
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‚Concentrates on areas of expertise and core competencies and does not spread itself too wide. Members of the private client team show desire to become subject-matter experts and analyse problems with the widest possible perspective. Solid, dependable advice – will not be beaten on Jersey legal knowledge.‘
‚My go-to firm in Jersey. Exceptional levels of service. No one is more respected in this area.‘
‚Zoe Blomfield is client-focused, but a great team player and a joy to work with. Without a doubt the leading lawyer in her field, magnificently supported by her dedicated and talented team. Simply the best.‘
Walkers
Walkers offers HNW clients a range of advice across contentious and non-contentious trust matters, assisting them with the structuring of wealth and succession planning vehicles and representing both beneficiaries and trustees in disputes concerning the management of trusts and tax liabilities. Spearheading the firm’s non-contentious work is Rajah Abusrewil, who assists clients with the structuring and windup of trusts, family offices and foundations. Richard Holden is noted for his expertise in handling contentious restructuring proceedings, while Nichola Brennan, who arrived from Appleby in January 2025, is well versed in the structuring and administration of private and commercial trusts.
Praxisleiter:
Rajah Abusrewil
Weitere Kernanwälte:
Richard Holden; Nichola Brennan; Adam Fellows; Anouksha Patel
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‚A great team which is on our very short list of law firms with which we choose to work.‘
‚Rajah Abusrewil, Adam Fellows, Nichola Brennan and Anouksha Patel are a super team. Friendly, helpful and engaged, as well as being experienced practitioners.‘
‚Rajah Abusrewil, as team head, thinks in very commercial terms with a cool, calm head. This is extremely helpful when dealing with matters straying towards contentious. They are all a pleasure to deal with.‘
Appleby
Appleby‘s private client offering is drawn from a number of the firm’s practice groups, bringing together expertise in residential property and will drafting, in addition to covering trust disputes, including contentious restructuring processes and breach of trust claims. Practice head Sam Williams takes on the spectrum of private wealth disputes, acting for settlors, their trustees and beneficiaries. Nichola Brennan departed in January 2025, and August 2025 saw David Dorgan return to the firm from JTC Law, adding considerable expertise in the drafting and administering of trusts.
Praxisleiter:
Sam Williams
Weitere Kernanwälte:
David Dorgan
Kernmandanten
Boodle Hatfield
Simmons & Simmons LLP
Farrer & Co
HSBC Trustee (CI) Limited
Highlight-Mandate
- Advised clients of Boodle Hatfield’s in relation to a contentious cross-border trusts restructuring with proceedings in both Jersey and Guernsey.
- Advised the joint executors of a will in relation to a potential intestacy which led to a landmark judgment in the Royal Court in relation to charitable trusts and the severance of invalid purposes.
- Advised a UHNW client of Simmons & Simmons‘ in relation to a multi-jurisdictional family inheritance and wealth dispute in relation to a Jersey corporate structure holding high value London real estate.
Dickinson Gleeson
Dickinson Gleeson is well known for its contentious trusts offering, with founding partners James Dickinson and James Gleeson frequently acting for trustees and beneficiaries in contested trust restructurings and applications to remove trustees, among others. The private client team is headed by Craig Swart, whose caseload consists of both contentious and advisory trusts matters, and who is also adept at overseeing asset tracing efforts. Rachel Moynihan assists clients with the structuring of trusts and private trust companies.
Praxisleiter:
Craig Swart
Weitere Kernanwälte:
James Dickinson; James Gleeson; Rachel Moynihan
Kernmandanten
Geneva Trust Company (GTC) SA
The Baron Trust
Corbett Le Quesne
The team at Corbett Le Quesne is adept at assisting clients with both the drafting of trust instruments and wills, helping them to ensure their assets are protected and passed down to successive generations smoothly. Simon Lofthouse heads the team, offering expertise in the drafting and execution of wills and related probate matters. Lofthouse works closely with founding partners Barbara Corbett and Nicholas Le Quesne, who handle complex divorces, post-separation financial arrangements and child matters.
Praxisleiter:
Simon Lofthouse
Weitere Kernanwälte:
Barbara Corbett; Nicholas Le Quesne
Referenzen
‚It is a relatively small business which is lovely as you get to know the people you are dealing with.‘
‚Excellent knowledge of current issues. They provide help and guidance to achieve correct outcomes rather than creating work.‘
‚CLQ is a very good (and for Jersey, highly unusual) blend of family related, professionally proficient, legal skills and services. The mainstay of the practice is family law in all forms. But the private client wing is blended in to ensure that the longer-lasting issues affecting families – wealth and inheritance planning – are also catered for.‘