Private Client

Our Experience

We advise local and international financial institutions, professional trustees, family offices, wealth managers, proprietor managed businesses and affluent families on a wide range of private client matters. We work closely with a range of international law and accountancy firms and offshore trust companies to provide a full suite of services.

Our Services

We are able to provide comprehensive legal and regulatory advice on all aspects of private client matters and private wealth management. In particular, we have expertise in the following areas:

  • the establishment and maintenance of family offices;
  • drafting and settling trust instruments;
  • drafting ancillary trust documentation such as instruments of appointment;
  • restructuring of existing trust structures;
  • trust related corporate matters;
  • the creation and operation of private trust companies in Jersey;
  • the formation of Jersey foundations;
  • employee benefit trusts; and
  • charitable and non-charitable purpose trusts.

Our Approach

We understand that our clients are often concerned about confidentiality and we therefore have the utmost respect for their privacy, especially when it comes to family wealth and succession planning. We understand the importance our clients place on working with people they trust and we seek to understand their needs and the needs of their families, now and in the future.

Our Publications

30/07/14Relocating to Jersey
This briefing note seeks to explain the benefits of relocating to Jersey and sets out in brief the process.
14/11/14Qualifying Recognised Overseas Pension Scheme (“QROPS”)
This note provides an overview of the Qualified Recognised Overseas Pension Scheme ("QROPS").
23/10/14Private Trust Company
This note provides some basic information about Jersey private trust companies and their characteristics.
30/08/13Jersey Trusts
This note seeks to give a brief overview of Jersey trusts. In particular, it seeks to explain the main characteristics of the various types of Jersey trust and the key advantages of using them.
30/08/13Jersey Foundations
This note outlines the key characteristics of a Jersey foundation and the procedure involved in the establishment of Jersey foundations.
04/08/16Insolvent Trusts
This briefing note covers the practicalities that Trustees have to consider when a trust is no longer able to satisfy its immediate financial obligations.
26/10/20Explained: South African Tax and exchange control residency
South Africa has a worldwide tax system, which means that tax residents are taxed on their worldwide income, and non-residents are taxed on income derived in South Africa.