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Jersey Case Law

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Trusts [2024] JRC 093

In the matter of the Augusta Trust

In the matter of the Augusta Trust [2024] JRC 093 (19 April 2024)

The Jersey Royal Court removed a defunct trustee and appointed Tri-Pro Administrators Limited as trustee of the Augusta Trust under Article 51.

  • Appointment of trustee
  • Removal of trustee
  • Trust administration
  • Trustee-appointment
  • Removal-of-trustee
  • Trust-administration
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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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Trusts and estates [2023] JRC 107

Representation of BOS Trustee Limited

Representation of BOS Trustee Limited [2023] JRC 107 (28 June 2023)

The Royal Court granted directions in a trust dispute, ordered four requests for particulars to be answered, and struck out C’s paraphernal assets claim.

  • Trust administration
  • Beneficiary rights
  • Disclosure of trust documents
  • Capacity and undue influence
  • Jurisdiction and procedure
  • Foreign law claims
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Trust law [2021] 2 JLR 85

In re Rysaffe Fiduciaires

In re Rysaffe Fiduciaires [2021] 2 JLR 85 (10 September 2021)

The court granted an application for directions concerning the administration of a trust under Jersey trust law.

  • Trust administration
  • Trust-law
  • Trust-administration
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Trusts [2021] JRC 068

Representation of JTC Trust Company Limited re the L Trusts 12-Mar-2021

Representation of JTC Trust Company Limited re the L Trusts 12-Mar-2021 [2021] JRC 068 (12 March 2021)

The Jersey Royal Court held that interest-free inter-trust loans made in breach of trust gave rise to a constructive trust under Article 33 of the Trust (Jersey) Law 1984.

  • Constructive trusts
  • Breach of trust
  • Inter-trust loans
  • Tax liability
  • Trust administration
  • Constructive-trusts
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Mental capacity law [2021] JRC 051

Representation of C (Capacity) 24-Feb-2021

Representation of C (Capacity) 24-Feb-2021 [2021] JRC 051 (24 February 2021)

The Royal Court of Jersey held that C lacked capacity to decide about a légitime claim and trust matters, and appointed a delegate for six months.

  • Appointment of delegate
  • Capacity assessment
  • Légitime claim
  • Trust administration
  • Best interests determination
  • Capacity-assessment
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Trusts and estates [2021] JRC 048

Representation of GB Trustees 22-Feb-2021

Representation of GB Trustees 22-Feb-2021 [2021] JRC 048 (22 February 2021)

The Royal Court of Jersey blessed a trustee’s decision to exclude Tanya Stock from two trusts and to decline litigation against her father and former trustees.

  • Exclusion of beneficiary
  • Trustee powers
  • Costs orders
  • Conflict of interest
  • Trust administration
  • Blessing of trustee decisions
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Trust law

In the matter of the Manor House Trust and the Russian Trust

The Royal Court blessed a trustee’s decision to exclude Tanya Stock as a beneficiary and approved the decision not to pursue litigation against John William Dick I or the Wigley parties.

  • Trustee blessing of momentous decision
  • Beneficiary exclusion
  • Decision not to pursue litigation
  • Conflict of interest
  • Trust administration
  • Trust-law
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Trusts [2021] JRC 041

Representation of Church Street Trustees Limited 15-Jan-2021

Representation of Church Street Trustees Limited 15-Jan-2021 [2021] JRC 041 (15 January 2021)

The Jersey Royal Court allowed trustee fee claims for three periods, holding the respondents were entitled to remuneration at 0.15% of net asset value.

  • Trustee remuneration
  • Bare trustee
  • Trust administration
  • Court's inherent jurisdiction
  • Trustee-remuneration
  • 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.