We advise on all Jersey aspects of international private client and non-contentious trust matters including commercial trusts.

We provide constitutional documents and supplemental deeds for the establishment, operation and termination of both traditional private client vehicles (discretionary trusts, purpose trusts and foundations), as well as alternative private wealth structures such as family unit trusts and limited partnerships.

We also advise in relation to the transactional work that often takes place at or below the main trust structure level, where Jersey entities are entering transactions, borrowing, granting security over their assets or being restructured.

We provide legal opinions in relation to all Jersey structures and also advise in relation to commercial trusts, including in the context of employee benefit structures.

Our clients range from trustees and leading regulated trust companies to family offices and sovereign wealth funds. We regularly advise on international private client mandates and are frequently instructed by onshore law firms specialising in private client work. We are also well known for our expertise in the context of commercial trusts (including JPUTs and Employee Benefit Trusts).

Recent private client and trust mandates include advising:

  • on the establishment of a non-charitable purpose trust as an orphan structure in the context of winding up an insolvent Luxembourg fund – value £28m
  • on the restructuring of a multi-jurisdictional family owned trust and corporate investment holding structure for an ultra high net worth Middle East family
  • a regulated trust company in relation to their acquisition of a private client portfolio from another trust company
  • a leading international trust company in relation to its equity arrangements including the shareholders investment agreement and articles of association

Key contact

Victoria Yates

Victoria Yates

Partner

+44 1534 883858

victoria.yates@wardyates.com
One of the top performers in respect of responsiveness and accuracy.

Private client, trusts and tax

What makes Ward Yates stand out is that you get the full attention of one of the principals. They care about the advice they give, the service they provide and it shows

Global Head of Private Wealth Leading international trust company

Other Services:

Banking & Finance

We advise on all aspects of finance and security packages involving Jersey entities and assets.

Corporate & Commercial

We advise on all aspects of corporate structuring and transactional work, including due diligence, acquisitions and disposals, mergers, shareholder agreements and joint venture arrangements, as well as insolvency, security enforcement and restructuring including court approved schemes of arrangement.

Dispute Resolution

We advise beneficiaries and trustees on all aspects of contentious trusts law including breach of trust claims, requests for information, applications to set aside for mistake and enforcement of foreign judgments.

Private Client & Trusts

We advise on all Jersey aspects of international private client and non-contentious trust matters including commercial trusts.