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Jersey Case Law

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Trusts [2025] JRC 208

Representation of V Trustees Limited re N Trust (Royal Court : Costs

Representation of V Trustees Limited re N Trust (Royal Court : Costs (Civil) : Trust) [2025] JRC 208 (7 August 2025)

The Royal Court held the trustee had acted unreasonably and could recover only half its costs from the trust, but it refused to order the trustee to pay the guardian and beneficiary’s costs personally.

  • Trustee indemnity
  • Costs orders
  • Fiduciary duties
  • Beneficiary representation
  • Trustee-indemnity
  • Trust-costs
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Trusts and estates [2024] JRC 041

Representation of Paicolex Trust Management AG

Representation of Paicolex Trust Management AG [2024] JRC 041 (21 February 2024)

The Jersey Royal Court approved removing the settlor’s exclusion and adding him as a beneficiary of three trusts, finding the change benefited the minor and unborn beneficiaries.

  • Variation of trusts
  • Addition of beneficiary
  • Excluded person removal
  • Tax planning
  • Fiduciary duties
  • Variation-of-trusts
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Probate [2023] JRC 187

Lakeman v Lakeman

Lakeman v Lakeman [2023] JRC 187 (19 October 2023)

The Jersey Royal Court removed an executor for delayed and obstructive estate administration, lack of independence, and failure to comply with court orders.

  • Removal of executor
  • Exceptional grounds
  • Fiduciary duties
  • Delay in administration
  • Executor's competence
  • Executor's independence
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Trusts [2023] JRC 222

In the matter of Vistra Corporate Services Ltd re: Ennismore Fund Management Ltd EBT

In the matter of Vistra Corporate Services Ltd re: Ennismore Fund Management Ltd EBT [2023] JRC 222 (09 October 2023)

The Royal Court of Jersey blessed a trustee’s revised decision to distribute trust assets to Mr Vigeland, holding it was a reasonable exercise of discretion.

  • Discretionary trusts
  • Employee benefit trusts
  • Trustee discretion
  • Distribution of trust assets
  • Clawback agreements
  • Fiduciary duties
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Trusts and estates [2023] JRC 165

Representation of Accuro Trust (Switzerland) SA re the O Trust

Representation of Accuro Trust (Switzerland) SA re the O Trust [2023] JRC 165 (15 September 2023)

The Jersey Royal Court removed Primafides as trustee of the O Trust after finding an obvious conflict of interest and a breakdown in relations with the beneficiaries.

  • Removal of trustee
  • Conflict of interest
  • Fiduciary duties
  • Trust administration
  • Trusts-and-estates
  • Removal-of-trustee
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Civil procedure [2021] JRC 224

Adeem Investment Holding Company KSCH v Al-Humaidi and Ors

Adeem Investment Holding Company KSCH v Al-Humaidi and Ors [2021] JRC 224 (31 August 2021)

The Royal Court of Jersey refused to delay an answer pending a forum challenge, holding the complex case needed clarity on the defendants’ positions.

  • Extension of time
  • Forum non conveniens
  • Case management
  • Jurisdiction
  • Fiduciary duties
  • Norwich pharmacal relief
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Trusts [2021] JRC 159

Dix v Sigma Group Limited 28-May-2021

Dix v Sigma Group Limited 28-May-2021 [2021] JRC 159 (28 May 2021)

The Royal Court of Jersey held that Sigma Group Limited, acting as trustee of a pension scheme, breached trust by paying surplus scheme funds to itself before securing members’ full benefits.

  • Pension scheme winding up
  • Breach of trust
  • Fiduciary duties
  • Distribution of surplus assets
  • Interpretation of pension scheme rules
  • Pension-scheme-winding-up
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Company law [2020] JRC 152

Financial Technology Ventures II (Q) LP and Ors v ETFS Capital Limited and Tuckwell

Financial Technology Ventures II (Q) LP and Ors v ETFS Capital Limited and Tuckwell [2020] JRC 152 (03 August 2020)

The Royal Court of Jersey upheld leave to add Relocation Amendments but refused Solicitation Amendments, and dismissed both appeals in this company dispute.

  • Amendment of pleadings
  • Unfair prejudice
  • Just and equitable winding up
  • Fiduciary duties
  • Conflict of interest
  • Costs orders
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Partnership law [2020] JRC 119

IQ EQ 1986 Limited v Agilitas 2013 Private Equity GP Limited and Ors

IQ EQ 1986 Limited v Agilitas 2013 Private Equity GP Limited and Ors [2020] JRC 119 (23 June 2020)

The Royal Court of Jersey held that a limited partner’s inspection right under Article 13(1)(a) extends beyond Article 8(4) records to all partnership records, subject to a reasonableness-based approach to enforcement.

  • Limited partnership rights
  • Inspection of partnership records
  • Disclosure obligations
  • Fiduciary duties
  • Statutory interpretation
  • Limited-partnership-rights
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Company law [2020] JRC 082

Financial Technology Ventures II (Q) LP and Ors v ETFS Capital Limited and Tuckwell

Financial Technology Ventures II (Q) LP and Ors v ETFS Capital Limited and Tuckwell [2020] JRC 082 (07 May 2020)

The Royal Court allowed amendments about relocation and tax-related relief, refused solicitation amendments, and ordered limited discovery and costs directions.

  • Unfair prejudice
  • Just and equitable winding up
  • Amendment of pleadings
  • Fiduciary duties
  • Discovery
  • Minority shareholder rights
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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.