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Jersey Case Law

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Trusts and estates [2026] JRC 025

Representation of Zedra Trust Company (Isle of Man) Limited re Rhino Settlement, Buffalo Trust and Giraffe Trust (Royal Court : Hearing

Representation of Zedra Trust Company (Isle of Man) Limited re Rhino Settlement, Buffalo Trust and Giraffe Trust (Royal Court : Hearing (Civil) : Binnington : Trust) [2026] JRC 025 (24 January 2026)

The Royal Court of Jersey refused to bless a trustee’s proposed partition of three trusts, finding the trustee had not adequately considered key beneficiary interests and relevant factors.

  • Trustee powers
  • Partition of trust assets
  • Blessing applications
  • Beneficiary interests
  • Conflict of interest
  • Procedural fairness
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Trusts and estates [2026] JRC 010

Representation of Novatrust Limited re Helford Trust (Royal Court : Hearing

Representation of Novatrust Limited re Helford Trust (Royal Court : Hearing (Civil) : MacRae : Trust) [2026] JRC 010 (9 January 2026)

The Royal Court of Jersey held that a trust clause barred the settlor from releasing his revocation power, rejected an Article 10A disclaimer argument, and approved a trust variation to address potential Swiss tax exposure.

  • Variation of trusts
  • Construction of trust instruments
  • Beneficiary rights
  • Tax mitigation
  • Powers of revocation
  • Variation-of-trusts
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Trusts and estates [2025] JRC 046

Geneva Trust v Tchenguiz (Royal Court : Hearing

Geneva Trust v Tchenguiz (Royal Court : Hearing (Civil)) [2025] JRC 046 (17 February 2025)

The Jersey Royal Court refused to hear a preliminary issue on the effect of a Guernsey consent order, holding that it would not save costs or avoid delay before trial.

  • Preliminary issues
  • Interpretation of consent orders
  • Trustee indemnity
  • Settlement of claims
  • Preliminary-issues
  • Consent-orders
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Capacity law [2024] JRC 269

In the matter of Patient A

In the matter of Patient A [2024] JRC 269 (10 December 2024)

The Royal Court of Jersey granted delegates permission to gift one-third of Patient A’s investment fund to support her grandchildren, subject to reporting and segregation conditions.

  • Gifts by delegates
  • Best interests determination
  • Powers of court-appointed delegates
  • Capacity-law
  • Best-interests
  • Delegates
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Trusts and estates [2024] JRC 233

Judge and Judge v CSC Trustee 2 (Jersey) Limited

Judge and Judge v CSC Trustee 2 (Jersey) Limited [2024] JRC 233 (04 November 2024)

The Royal Court of Jersey granted leave to amend pleadings in a trust dispute, holding the proposed changes were only further particulars and not a hopeless new claim.

  • Amendment of pleadings
  • Trustee duties
  • Fiduciary powers
  • Prescription/limitation periods
  • Standing/locus standi
  • Amendment-of-pleadings
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Trusts and estates [2024] JRC 187

Representation of K Trustees Limited re G Trust

Representation of K Trustees Limited re G Trust [2024] JRC 187 (15 September 2024)

Jersey Royal Court gave Beddoe relief in trust litigation, directing the trustees to defend hostile proceedings and authorising limited trust funding for related costs.

  • Beddoe relief
  • Trustee directions
  • Trustee costs
  • Beneficiary claims
  • Funding litigation from trust assets
  • Beddoe-relief
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Trusts and estates [2024] JRC 185

Representation of K Trustees Limited re: G Trust

Representation of K Trustees Limited re: G Trust [2024] JRC 185 (14 September 2024)

The Jersey Royal Court dismissed an executor’s bid to fund a deceased beneficiary’s litigation costs from trust assets, holding the claim was hostile, not derivative.

  • Beddoe applications
  • Trustee indemnity
  • Costs in trust litigation
  • Beneficiary claims
  • Hostile litigation
  • Beddoe-proceedings
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Trusts and estates [2024] JRC 133

Representation of NBK Trustees (Jersey) Limited re C Trust

Representation of NBK Trustees (Jersey) Limited re C Trust [2024] JRC 133 (14 June 2024)

The Royal Court of Jersey granted rectification of a trust deed to add the settlor as an excluded person, finding the omission defeated the parties' tax-planning intention.

  • Rectification of trust instruments
  • Mistake in trust drafting
  • Jurisdiction of jersey court over foreign trusts
  • Excluded persons under trust law
  • Inheritance tax planning
  • Trust-rectification
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Trusts and estates [2024] JRC 055

Representation of Viberts Executors Limited and Anor

Representation of Viberts Executors Limited and Anor [2024] JRC 055 (07 March 2024)

The Royal Court of Jersey approved executors’ proposal to settle a US estate tax contribution claim from B’s estate, and directed payment from B’s movable estate.

  • Approval of executor's decision
  • Apportionment of estate tax liability
  • Enforcement of foreign tax claims
  • Distribution of estate assets
  • Executor-blessing
  • Estate-tax
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Trusts and estates [2024] JRC 068

Representation of Equiom Trust (CI) Limited re Estate of the late Constantin Mattas

Representation of Equiom Trust (CI) Limited re Estate of the late Constantin Mattas [2024] JRC 068 (01 March 2024)

The Royal Court held that clause 11(vi)-(vii) created a trust, but it was invalid as a non-charitable trust for uncertainty of beneficiaries and indefinite duration.

  • Certainty of beneficiaries
  • Rule against perpetuities
  • Charitable trusts
  • Construction of wills
  • Sovereign immunity
  • Executory trusts
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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.