Trust and fiduciary
Whether you’re a private individual or a commercial enterprise, our trust and fiduciary lawyers work with you and your advisers to establish the appropriate structure.
We represent professional fiduciaries, private individuals and families, banks and other businesses and charities. Onshore law firms and accountancy practices regularly appoint us to work on international projects which require specialist advice on the laws and regulations of the British Virgin Islands (BVI), the Cayman Islands, Guernsey and Jersey. We understand the longevity of trusts and fiduciary work, which is why we focus on building long-term connections with our clients and advisers.
Our specialist team of 33 lawyers, including seven partners, are consistently recognised as leading advisers in trust and fiduciary work in our markets according to key independent market reports.
We advise on every single aspect of trusts, foundations, pensions, wills, family partnerships and private wealth protection. Our lawyers work across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, partnerships and companies.
We also represent both trustees and beneficiaries in contentious matters and administration applications. Our contentious trust lawyers have appeared in most of the significant trust cases to come before the courts including representing clients before the Privy Council in the UK.
The BVI, the Cayman Islands, Guernsey and Jersey are renowned global finance centres with established fiduciary sectors that have operated for generations, regulated to the highest international standards. The laws, infrastructure and administration services in each jurisdiction enable them to provide a distinct and sophisticated fiduciary service, relevant to modern commercial practice, that draws global appeal.
- International estate planning
- Pension and employee incentive schemes
- Share plans
- Trust litigation
- Wills and probate administration
- Trustee compliance
- Trust and fiduciary regulation
- Establishment and ongoing management of trust and foundation structures
This information was sourced from the Carey Olsen website.
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Briefings from Carey Olsen
Guernsey has published regulations to enable the administration and enforcement under Guernsey law of the intergovernmental agreements entered into with the UK and the US.
Investec Trust (Guernsey) Ltd et al v Glenalla Properties Ltd et al: Guernsey Court of Appeal holds trustee not personally liable
The Court of Appeal of Guernsey has overturned the decision holding the Guernsey-based former trustees of a Jersey law trust personally liable to repay debts amounting to £183m.