Jersey’s Royal Court provides guidance to trustees faced with requests for disclosure from a beneficiary

The Royal Court of Jersey, in the recently handed down judgment in M v W Limited and Others, has provided useful guidance for trustees in circumstances, outside the context of discovery in adversarial litigation, where a beneficiary of a trust is seeking disclosure of trust information.

The application was heard in October 2017 and was brought by one of the beneficiaries of a trust who was seeking delivery of a broad range of documents. In this briefing, senior partner Steve Meiklejohn and trainee solicitor Matthew Davies list the key points trustees should take away from M v W Limited.