Leveraging practice head Nancy Chien‘s ties to both Asian and Middle Eastern jurisdictions, Bedell Cristin advises clients on the setup of Jersey-domiciled family offices and other structures to hold family assets. Chien is also sought after for assistance with succession planning, and in setting up philanthropic vehicles, an area of expertise shared by Sevyn Kalsi. Kalsi is further noted for his expertise in matters of family governance, and has worked to grow the firm’s ties to African markets. Edward Bennett assists clients with the setup and reorganisation of trust structures, and is also sought after for assisting HNW families with the transfer of assets to the next generation. Kirsten Brass acts for clients looking to establish Jersey-based trusts, and also handles matters arising out of wills and probate proceedings.
Private client, trusts and tax in Jersey
Bedell Cristin
Praxisleiter:
Nancy Chien
Weitere Kernanwälte:
Edward Bennett; Sevyn Kalsi; Kirsten Brass
Referenzen
‘Sevyn Kalsi is an outstanding draftsman. Certainly my go-to adviser for all trust matters with any degree of complexity. He also happens to be an extremely pleasant individual who wears his brilliance lightly.’
‘Extremely experienced, responsive and collaborative team.’
‘Personable and very relationship-driven, also wishing to work collaboratively to deliver the right result for the client.’
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Carey Olsen
Acting for HNWIs, family offices and trustees alike, Carey Olsen advises on matters tied to the establishment and restructuring of Jersey-based trusts. The department is also frequently instructed on contentious matters arising out of the actions of trustees. Practice head Alexa Saunders supports clients in both semi- and non-contentious matters, including the setting up of trusts and philanthropic vehicles, and subsequent restructurings. Robert Dobbyn is also able to assist with such matters, acting for a client base spread across Europe and the Middle East. Contentious matters are the domain of Andreas Kistler, who represents plaintiffs and defendants in breach of trust and professional negligence hearings. Keith Dixon is noted for advising on succession and estate planning issues, with Stephen Fitzgerald focusing on pension and employee benefits-related trust structures.
Praxisleiter:
Alexa Saunders
Weitere Kernanwälte:
Robert Dobbyn; Andreas Kistler; Keith Dixon; Stephen Fitzgerald
Referenzen
‘The personable nature of the team makes it easy to introduce private clients and their advisors to CO.’
‘Like many offshore law firms, Carey Olsen offers an impressively wide range of services, but the quality of the services makes them a stand-out offering. Their practitioners are experienced and responsive, so the advice is good and well presented.’
‘The members of Carey Olsen’s private client, trusts and tax team are among the most highly trained, well experienced and responsive lawyers I have ever had the good fortune to work with over my career.’
Highlight-Mandate
- Acted for the protector and the professional advisor of a Jersey law trust in proceedings concerning the protector’s decision to remove the current trustee and appoint a new trustee in their stead.
- Acted for the beneficiary of a Jersey will trust in connection with a challenge to a tax liability that has arisen in France and the validity of the trust on grounds of lack of certainty.
Mourant
The trusts practice at Mourant advises HNW clients on the establishment of trusts and family offices in Jersey, and represents their interests when disputes concerning trusts arise, including the removal of trustees. Edward Devenport heads the group, advising primarily on the structuring and operation of private wealth vehicles. Will Burnell was made partner in August 2023, acting for a variety of HNWIs and philanthropic bodies in relation to their Jersey-based structures, while Chiara Mundy acts for trust companies on a range of contentious and non-contentious trust matters.
Praxisleiter:
Edward Devenport
Weitere Kernanwälte:
Will Burnell; Chiara Mundy; Fred Milner; Claire Scott
Referenzen
‘People are responsive and highly skilled, with experience.’
‘Fast response times over a holiday period, when urgent drafting of documents needed good experience of the matter in hand, and made good suggestions as to ways to deal with the matter.’
‘The team not only provides excellent and reliable legal advice, they are also very personable, client-centered, and clearly put the clients first in providing a professional service.’
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Ogier
Trust companies and HNWIs instruct Ogier on the full spectrum of private wealth issues, including the establishment of Jersey trusts and other wealth management vehicles. The group is increasingly active advising on the setup of structures for HNWIs looking to invest their capital. Jointly heading the team are James Campbell and Josephine Howe, both acting for clients on the structuring and administration of trusts, in addition to offering expertise on the use of private funds. Katherine Neal specialises in the use of trusts in relation to employee incentive and pension schemes. Henry Wickham, who made partner in October 2023, is noted for his work on international will and probate matters, complementing his broader trust and estate planning practice.
Praxisleiter:
James Campbell; Josephine Howe
Weitere Kernanwälte:
Katherine Neal; Henry Wickham; Richard Laignel
Referenzen
‘The firm has strength in depth across a number of jurisdictions.’
‘Josephine Howe is excellent, she is a great communicator, empathetic, very responsive and skilfully handles complex cross-border matters. James Campbell is also very good, and speaks well at conferences.’
‘The private client team at Ogier has incredible strength in depth and is highly commercial. We use them frequently for trust, probate and succession planning advice due to their knowledge, responsiveness and ease of use.’
Kernmandanten
Due to the confidential nature of this service line we are unable to contribute a list of publishable clients.
Highlight-Mandate
- Advised in relation to the formation of a large PTC structure for an UHNW family.
- Advised a HNW settlor on estate and succession planning matters, including the establishment of a new Jersey trust and family governance structure.
- Advised a large multinational bank in relation to its pension scheme, which was established by way of a Jersey law trust.
Collas Crill
Collas Crill‘s private client team represents both trustees and HNWIs in matters tied to the restructuring or relocation of trusts, and mistake applications brought before the Royal Court. The team additionally provides day-to-day support on the management of trusts and assets held therein. January 2024 saw the firm merge with Ward Yates, bringing on highly experienced trusts practitioner Victoria Yates as head of non-contentious trusts. Yates advises on the creation of family unit trusts and limited partnerships, in addition to estate planning. Damian James takes the lead on contentious matters, where the arrival of James Sheedy in January 2024 strengthens the firm’s litigious capacity. Sheedy takes on a broad spectrum of trust disputes, including breach of trust and removal of trustee cases.
Praxisleiter:
Victoria Yates; Damian James
Weitere Kernanwälte:
James Sheedy; Fritha Ford; Laura Le Meur; Craig Dinnett
Referenzen
‘Knowledgeable, experienced and confident.’
‘Victoria Yates and Laura Le Meur are responsive, and they provide comprehensive advice.’
‘Collas Crill is a full-service team for private clients in terms of wealth structuring, advisory and disputes. The team is very agile and responsive. They provided us clear and practical advice.’
Kernmandanten
Highvern Trustees Limited
Entrust Limited
Stepthorn Limited
Ocorian
Equiom
JTC
Buck Trustees
Intertrust
Hawksford
Vistra
Zedra
Stenham Alderney
Earl Fiduciary
Pacor Secoma
Wedlake Bell
Charles Russell Speechlys
Michelmores
Simon Halabi
Trident
KPMG
Nedgroup
IQ-EQ
Affinity Private Wealth
Highlight-Mandate
- Advised on extensive bespoke variations to a Jersey-governed discretionary trust settled by a billionaire Taiwanese entrepreneur.
- Advised three HNW clients of Farrer & Co in relation to proceedings in Jersey to remove the trustee of two Jersey law discretionary trusts.
- Acted for two of the beneficiaries of a series of trusts holding family wealth exceeding £800m in proceedings seeking the removal of the trustee and restructuring of the trusts.
Viberts
Viberts acts for a number of Jersey-based HNWIs and trust companies on the full range of trust, will and probate matters, including acting for clients in challenging wills, contesting the actions of executors, and assisting with succession planning. The practice’s leadership group consists of Christopher Scholefield, a specialist in asset protection and succession planning matters, mental capacity expert Zoe Blomfield, and Charles Thacker, who assists clients with the drafting of wills and applications to the court concerning will and probate.
Praxisleiter:
Christopher Scholefield; Zoe Blomfield; Charles Thacker
Weitere Kernanwälte:
Karla Summers-Shaw
Referenzen
‘The team provides a level of service that is focused and adapted to the situation.’
‘The individuals are professional, but are very welcoming and put you at ease, encouraging the asking of questions that one may be too embarrassed to ask, resulting in a thorough understanding of the situation.’
‘Viberts’ team is head and shoulders the best team in Jersey. They have unrivalled resources, are hugely experienced, very responsive and provide very pragmatic advice.’
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Appleby
Appleby advises clients across the spectrum of trust challenges, including the setting up and subsequent restructuring of trusts. In addition, the team works alongside the firm’s disputes practice when matters become contentious, while working with the corporate team on matters pertaining to companies held in trust. Nichola Brennan assists trustees and beneficiaries with the structuring of Jersey trusts, leading the team alongside disputes specialist Fraser Robertson, who tackles the gamut of trust disputes and associated commercial matters. Giles Corbin advises on the use of trusts as both wealth-holding and charitable vehicles, while Michael Davies acts for trust companies regarding indemnities and supplemental instruments.
Praxisleiter:
Fraser Robertson; Nichola Brennan
Weitere Kernanwälte:
Giles Corbin; Michael Davies
Referenzen
‘They are very attentive and quick to respond. Drafting is exemplary.’
‘Nichola Brennan has provided an excellent service since moving to Appleby. Her attention to detail is second to none and her written opinions are clear, concise, and leave no room for argument!’
Kernmandanten
Beneficiary of a Jersey Trust and Managing Director of a Czech operating company
Jersey Trustee
LifeCycle Trustee Limited
Trustees of Jersey Discretionary Trust
Highlight-Mandate
- Acted for potential beneficiaries of a Jersey trust in relation to extremely complex trust and highly contentious proceedings in Jersey resulting from extensive and high value unfair prejudice proceedings in England.
- Advised a corporate trustee on a significant trust rectification exercise in circumstances where an earlier individual trustee had been ineffectively appointed.
- Advised LifeCycle Trustee Limited on the establishment of the first ever ‘data trust’ under Jersey law, through a pilot project led by Digital Jersey.
Dickinson Gleeson
With considerable expertise in trust disputes, Dickinson Gleeson represents HNWIs as trustees and beneficiaries and trust companies in issues resulting from contested restructuring efforts to disagreements between beneficiaries concerning trust property. Craig Swart heads the practice, maintaining a mixed contentious and advisory practice. James Dickinson acts for clients in trust disputes and asset recovery proceedings, with James Gleeson representing HNWIs, trustees, beneficiaries and executors in matters before the courts.
Praxisleiter:
Craig Swart
Weitere Kernanwälte:
James Dickinson; James Gleeson; Guillaume Staal; Rachel Moynihan
Referenzen
‘A small, proactive, experienced and knowledgeable team that truly knows Jersey law inside out.’
‘Craig Swart always goes above and beyond and provides an excellent service.’
‘I have always received quick and incisive inputs, with little time wasted on distractions. The service is personalised but efficient.’
Kernmandanten
Geneva Trust Company (GTC) SA
Accuro Trust (Switzerland) SA
LAGA
Highlight-Mandate
- Advised a Jersey resident on the acquisition of Granite Le Pelley Limited.
Walkers
Walkers is ‘practical in its approach’ to a variety of private client and trust issues, including the establishment of Jersey-based family offices, and the structuring of trusts. The group additionally handles litigation concerning assets held in trusts, and the restructuring of trust and other wealth-holding structures. Rajah Abusrewil is the key contact for non-contentious work, overseeing the lifecycle of trusts and family offices for HNW clients, while Nigel Sanders takes the lead on disputes. Further contentious expertise is provided by Richard Holden, whose practice includes restructuring disagreements and commercial disputes concerning companies held in trusts.
Praxisleiter:
Rajah Abusrewil; Nigel Sanders
Weitere Kernanwälte:
Richard Holden; Anouksha Patel; Adam Fellows
Referenzen
‘Rajah Abreuswil and Adam Fellows: delightful people to work with who are also capable, knowledgeable and collaborative.’
‘Walkers’ team is proactive, reliable, approachable and practical in its approach. Drafted documents are clear and concise.’
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Corbett Le Quesne
Corbett Le Quesne takes instructions from international clients looking to bequeath Jersey-based property in their wills, in addition to handling trust matters where questions over the testator’s capacity have arisen. The team is led by Simon Lofthouse, who specialises in assisting clients organise their estate and tax affairs. Lofthouse is supported in this role by family law experts Barbara Corbett and Nicholas Le Quesne, both of whom have extensive experience acting for HNW clients in divorce and child law proceedings.
Praxisleiter:
Simon Lofthouse; Barbara Corbett; Nicholas Le Quesne
Referenzen
‘The practice is the premiere specialist family law firm in Jersey. In the last 2 years or so it has expanded into broader private client work, based on high quality recruitment, with conspicuous success.’
‘All individuals I have worked with are forensically capable and highly user-friendly. They set and stick to deadlines and are available, as much as possible, on reasonable demand.’
‘Personable and good customer service. Good value for the output received.’
JTC Law
Under the leadership of David Dorgan, JTC Law‘s trusts team has assisted HNW clients with the drafting of trust instruments and supported the day-to-day management of trust and charitable structures. Dorgan also has expertise in overseeing transactions concerning trust assets, with particular experience in acting for Middle Eastern clients.
Praxisleiter:
David Dorgan
Referenzen
‘Very responsive, personable and strong technically. A leading provider of such services in the jurisdiction.’
‘David Dorgan is a recognised expert in his field and is alive to changes in the market and law in the jurisdiction, which means he can provide very helpful, proactive advice.’
‘David Dorgan – excellent knowledge of trust and company law and a fantastic draftsman.’
Kernmandanten
JTC (Jersey) Limited
JTC (BVI) Limited
JTC (Suisse) SA
JTC Corporate Services (DIFC) Limited
JTC Fiduciary Services (Mauritius) Limited
JTC (UK) Limited
JTC (USA) Limited
JTC (Cayman) Limited
JTC Employer Solutions Limited
JTC (Guernsey) Limited