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Jersey decisions
Decisions matching the current search
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.
Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited Re T Trust [2024] JRC 015 (18 January 2024)
The Royal Court of Jersey partly blessed a trust distribution plan, rejected the French write-off allocation, approved the Property 1 approach in principle, and ordered taxation of costs.
Representation of BOS Trustee Limited [2023] JRC 242 (30 November 2023)
The Jersey Royal Court refused a trustee’s request to surrender its discretion on a proposed trust distribution, directed it to decide within 21 days, and allowed its costs.
In the matter of the Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited - Re: Y Trust [2023] JRC 087 (02 June 2023)
The court refused to bless a final trust distribution plan because the Trustees wrongly treated a French property loss as reducing a beneficiary's equalisation benefit.
In the matter of The Piedmont Trust and the Riviera Trust [2021] JRC 250 (06 October 2021)
The Royal Court held that fiduciaries and beneficiaries were entitled to costs out of the trust funds on the indemnity basis, with costs apportioned 77% to the P Trust and 23% to the R Trust.
In the matter of the F Trust [2017] JRC 142 (08 September 2017)
The Royal Court of Jersey sanctioned trustees of a charitable trust to continue debt-recovery litigation, but imposed cost-control conditions and required Attorney General consultation.
Representation re Strathmullan Trust [2014] JRC 056 (04 March 2014)
The Royal Court of Jersey set aside the Strathmullan Trust for mistake, finding the settlor had overlooked deemed domicile rules that created unexpected UK inheritance tax liability.
Trilogy Management Limited -v- YT and Others [2013] JRC 142 (22 July 2013)
Costs ruling on a trust dispute: all three preliminary issues were treated as trust-administration matters, so costs came from the trust fund.
Representation of Caversham Trustees Limited [2010] JRC 054 (11 March 2010)
The Royal Court discharged a trustee’s undertaking over retained trust funds after no party pursued a proprietary claim and no public-interest reason remained.
In the matter of the E, L, O and R Trusts. [2008] JRC 150 (11 September 2008)
The Royal Court of Jersey held that a trustee in a plain conflict of interest should have retired by July 2006 and could not recover related fees or costs after 25 July 2006.
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