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1
Trust Essentials - November 2019
Welcome to the latest edition of Trust Essentials, led by new partners Jennifer Fox and Nic Journeaux.
Worldwide
3 Dec 2019
2
Wills: You Can DIY Them, But Should You?
Getting a template for a DIY Will couldn't be easier – they can be obtained from a stationery shop or online for as little as ฃ20. But just because you can, doesn't always mean you should.
Jersey
26 Nov 2019
3
Keeping It In The Family: Working Lunch With Private Wealth Specialist James Campbell
In a recent interview with Connect magazine, Ogier partner James Campbell speaks about how ultra-high net worth families are increasingly looking to establish
Jersey
17 Oct 2019
4
Cayman Islands Wills Law Heralds A More Flexible Approach
The rules recognising the legal formality of wills in the Cayman Islands are prescriptive, requiring the will to be executed in writing
Cayman Islands
25 Sep 2019
5
Family Office: Establishing A Real Presence In Jersey
Like any other undertaking which has a real presence in Jersey, a family office will need to consider whether a business licence is required for its operations prior to it setting up in Jersey.
Jersey
19 Sep 2019
6
Offshore Relocations - Moving Your Family To The Channel Islands
Today, those arguments still hold true – but more and more the things that are swaying people towards Jersey and Guernsey are about the high quality of lifestyle,
Jersey
4 Jul 2019
7
Cutting Through Complexity – How The Role Of Private Wealth Advisers Has Changed
Advocate Josephine Howe, a partner in Ogier's top-tier Jersey Private Wealth team, joined the firm in 2005 – in the past 14 years she has seen significant changes not just in legislation
Jersey
3 Jul 2019
8
Shareholders Of BVI Companies Need To Make A BVI Will Advises Estates Expert
Shareholders in BVI companies risk making the probate and estates process more lengthy, divisive and costly when they die by not making a formal BVI will, says estates expert Fraser Allister.
British Virgin Islands
5 Jun 2019
9
BVI Probate In Practice
In 2017, BVI entirely revoked its old probate rules.
British Virgin Islands
28 May 2019
10
Start Making Your Jersey Will Online Today
It is estimated that two thirds of the population of Britain do not have a valid will, and experience suggests that the figures are similar in Jersey.
Jersey
3 May 2019
11
Undue Influence Affecting Settlors In Exercising Powers Of Revocation
In a recent decision, arising out of a long running family dispute concerning two trusts, the Royal Court made a number of notable findings regarding the scope and effect of undue influence in a trusts context.
Jersey
28 Feb 2019
12
New Law On Validity Of Wills In Cayman
The Cayman Islands' Formal Validity of Wills (Persons Dying Abroad) Law, 2018 came into effect on 1 February 2019.
Cayman Islands
21 Feb 2019
13
Time For Islanders To Use New Law To Record Wishes About Assets And Care
January is the traditional time of year for writing or updating your will, but Islanders should also consider a LPA to record their wishes about their assets and personal care should they lose mental capacity.
Jersey
9 Jan 2019
14
At A Glance Guide To Lasting Powers Of Attorney
After a much-needed reform in the law, people in Jersey can now create Lasting Powers of Attorney (LPA)
Jersey
13 Dec 2018
15
Why All Guernsey Homeowners Need To Make A Will
Over the last ten years significant changes have been made to Guernsey's laws of succession, the effects of which may be overlooked by some homeowners.
Guernsey
11 Dec 2018
16
Jersey Wills For Foreign Domiciled Persons (2018)
This briefing has been prepared for clients domiciled outside Jersey who are considering making a will to cover their Jersey based movable assets.
Jersey
23 Nov 2018
17
British Virgin Islands Wills
This briefing note provides an overview of the process and legal considerations for a person who is not domiciled in the British Virgin Islands to write a will dealing with his or her shareholding...
Cayman Islands
16 Oct 2018
18
Bank Fine For Breach Of Probate Rules Underlines Importance Of Following Procedure
The case of an international bank fined ฃ25,000 for transferring the Jersey assets of a deceased client to a foreign court without first requesting a Jersey Probate Grant ...
Jersey
3 Oct 2018
19
Out With The Old – BVI Probate Rules
Shares in a British Virgin islands (BVI) company, held personally or via a nominee arrangement, will be effectively frozen on the passing away of the individual shareholders.
British Virgin Islands
12 Sep 2018
20
Cross-Border Estate Planning – Where A Jersey Grant Is Needed For International Assets
Cross-border estates are often complex, requiring clarity and care to ensure that the wishes of the testator (the person making a will) are carried out after death.
Jersey
14 Aug 2018
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