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Jersey Case Law

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Trusts [2026] JRC 090

Representation of Oak Trustees (Jersey) Limited re X Trust (Royal Court : Hearing

Representation of Oak Trustees (Jersey) Limited re X Trust (Royal Court : Hearing (Civil) : Thompson : Costs) [2026] JRC 090 (1 April 2026)

The Royal Court decided costs after a trust blessing judgment, ordering C and D to pay costs from 1 October 2024 and directing redaction of confidential tax material.

  • Trustee indemnity
  • Beneficiary costs
  • Blessing applications
  • Confidentiality and publication
  • Cross-jurisdictional proceedings
  • Trustee-indemnity
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Trusts [2026] JRC 082

Representation of B Trustee Limited re the A Settlement (Royal Court : Hearing

Representation of B Trustee Limited re the A Settlement (Royal Court : Hearing (Civil) : Binnington : Trust) [2026] JRC 082 (25 March 2026)

The Royal Court of Jersey blessed a trustee’s decision to restructure a discretionary trust by creating a sub-fund to support the beneficiary’s spouse if death or divorce occurs.

  • Trust restructuring
  • Court blessing of trustee decisions
  • Momentous trustee decisions
  • Beneficiary protection
  • Postnuptial arrangements
  • Trust-restructuring
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Trusts [2025] JRC 020

Representation of Equiom (CI) Limited re The Capital Trust (Royal Court : Hearing

Representation of Equiom (CI) Limited re The Capital Trust (Royal Court : Hearing (Civil)) [2025] JRC 020 (21 January 2025)

The Royal Court of Jersey set aside a 2009 trust deed appointment for mistake after it triggered unintended inheritance tax consequences and ongoing charges.

  • Mistake in trust administration
  • Inheritance tax
  • Setting aside trust appointments
  • Trust-mistake
  • Inheritance-tax
  • Trust-appointment
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Trusts [2024] JRC 222

Representation of Summit Services, Re

Representation of Summit Services, Re [2024] JRC 222 (22 October 2024)

The Royal Court of Jersey blessed a trustee’s decision to divide MJ branch assets equally among three trusts, finding it reasonable, made in good faith, and free of conflict.

  • Trustee decision blessing
  • Protector consent
  • Asset allocation
  • Letters of wishes
  • Family business succession
  • Trustee-decision-blessing
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Trusts [2024] JRC 186

Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited re T Trusts

Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited re T Trusts [2024] JRC 186 (15 September 2024)

The Royal Court of Jersey blessed trustees’ equal 50/50 allocation of French-loan losses between two beneficiaries, extended vesting dates, and made ancillary costs orders.

  • Trustee powers
  • Distribution of trust assets
  • Court blessing of trustee decisions
  • Administration costs
  • Beneficiary disputes
  • Vesting date extension
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Trusts [2023] JRC 192

Representation of IQ EQ (NTC Trustees) (Jersey) Ltd and Anor

Representation of IQ EQ (NTC Trustees) (Jersey) Ltd and Anor [2023] JRC 192 (21 October 2023)

The Royal Court rectified a deed of appointment and retirement to correct a drafting error, confirming Nautilus was validly appointed trustee of the Jersey trust.

  • Rectification of trust deed
  • Appointment of trustees
  • Trustee de son tort
  • Jurisdiction
  • Remuneration claims
  • Trust-deed-rectification
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Trusts [2023] JRC 127

Representation of Paicolex Trust Management AG and Paicolex Trust Co. (BVI) Ltd re: R, Q and P Trusts

Representation of Paicolex Trust Management AG and Paicolex Trust Co. (BVI) Ltd re: R, Q and P Trusts [2023] JRC 127 (21 July 2023)

The Royal Court adjourned a trust variation application seeking to remove the settlor’s excluded-person status, pending fuller evidence on tax, assets, and future trustee decisions.

  • Variation of trusts
  • Excluded persons
  • Beneficiary addition
  • Tax planning
  • Court approval for minors and unborns
  • Trust-variation
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Trusts [2023] JRC 054

Representation of SG Kleinwort Hambros Trust Company (CI) Limited

Representation of SG Kleinwort Hambros Trust Company (CI) Limited [2023] JRC 054 (03 April 2023)

The Royal Court of Jersey gave directions for a trust restructuring process, scheduled an outline proposals hearing, declined a letter of request to Guernsey, and invited non-binding guidance.

  • Trust restructuring
  • Trustee powers
  • Protector removal
  • Judicial cooperation
  • Beneficiary provision
  • Blessing applications
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Trusts [2023] JRC 006

Representation of J Trustee Limited re Z Trust

Representation of J Trustee Limited re Z Trust [2023] JRC 006 (16 January 2023)

The Jersey Royal Court blessed a trustee’s decision to compensate two beneficiaries for missed distributions, distribute a trust fund equally among six siblings, and terminate the trust.

  • Trustee powers
  • Distribution of trust assets
  • Court blessing of trustee decisions
  • Beneficiary representation
  • Termination of trust
  • Trusts
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Trusts [2022] JRC 243

Representation of Apex Financial Services (Trustees) Limited re The Elephant Trust

Representation of Apex Financial Services (Trustees) Limited re The Elephant Trust [2022] JRC 243 (08 November 2022)

The Jersey Royal Court approved a trustee’s proposal to terminate a family trust, repay a loan from a Guernsey lender, and distribute assets to the settlor.

  • Trust termination
  • Trustee powers
  • Beneficiary rights
  • Tax efficiency
  • Momentous trustee decisions
  • Trust-termination
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About this LexChat collection

Jersey decisions are organised by court, judge, legal area and indexed issue so a practitioner can move from a proposition to a citable authority with the surrounding context intact.