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Jersey Case Law

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Trusts [2023] JRC 157

Representation of Affinity Trust Limited re Tamar Trust and Exe Trust

Representation of Affinity Trust Limited re Tamar Trust and Exe Trust [2023] JRC 157 (31 August 2023)

The Jersey Royal Court set aside trust distributions made on incorrect tax advice, declaring them void under Article 47H and held on bare trust for the trustee.

  • Mistake in exercise of trustee powers
  • Tax consequences of trust distributions
  • Rescission of distributions
  • Article 47h application
  • Trust-mistake
  • Trust-distributions
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Trusts [2022] JRC 263

In the matter of the Wigwam Trust

In the matter of the Wigwam Trust [2022] JRC 263 (02 December 2022)

The Jersey Royal Court approved a trustee’s momentous decision to distribute all assets of the Wigwam Trust, separating family provision from philanthropy.

  • Momentous trustee decisions
  • Distribution of trust assets
  • Beneficiary interests
  • Termination of trust
  • Trusts
  • Momentous-trustee-decisions
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Trusts [2020] JRC 062

Representation of Maram Trust 20-Apr-20

Representation of Maram Trust 20-Apr-20 [2020] JRC 062 (20 April 2020)

The Jersey Royal Court appointed the settlor’s ex-wife as trustee of a Belize trust, but refused to bless proposed changes because they were not momentous.

  • Appointment of trustee
  • Change of proper law
  • Addition of beneficiaries
  • Resettlement of trust assets
  • Trusts
  • Trustee-appointment
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Trusts [2019] JRC 248

Representation of Oak Trustees (Jersey) Limited re X Trust

Representation of Oak Trustees (Jersey) Limited re X Trust [2019] JRC 248 (19 December 2019)

The Royal Court of Jersey directed a trustee to proceed with a blessing application without waiting for related foreign proceedings to finish.

  • Trustee blessing applications
  • Beneficiary disputes
  • Trust administration
  • Foreign proceedings impact
  • Trustee-blessing-applications
  • Trust-administration
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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.