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Jersey Case Law

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Trusts [2025] JCA 058

Representation of Geneva Trust Company SA (Court of Appeal : Appeal

Representation of Geneva Trust Company SA (Court of Appeal : Appeal (Civil)) [2025] JCA 058 (28 February 2025)

The Court of Appeal upheld refusal to amend a trustee-fee assessment appeal, extend time, and admit fresh evidence, confirming a non-de novo appellate test.

  • Trustee-fees-and-expenses
  • Appeals-from-judicial-greffier
  • Amendment-of-notice-of-appeal
  • Admission-of-fresh-evidence
  • Extension-of-time
  • Trustee-fees
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Trusts [2024] JRC 214

Representation of Company A re D Trust

Representation of Company A re D Trust [2024] JRC 214 (14 October 2024)

The Jersey Royal Court adjourned a trustee fee dispute to allow further settlement discussions, noting the litigation costs had become likely uneconomic.

  • Trustee-fees
  • Adjournment
  • Settlement
  • Costs
  • Document-disclosure
  • Trusts
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Trusts [2022] JRC 186

Representation of Jemma Trust Company Limited re the V Trust

Representation of Jemma Trust Company Limited re the V Trust [2022] JRC 186 (09 September 2022)

The Royal Court refused to bless a trustee’s decision to seek sale of trust property, citing an inadequately managed conflict of interest and incomplete disclosure.

  • Trustee-conflict-of-interest
  • Court-blessing-of-trustee-decisions
  • Inheritance-tax-liability
  • Trustee-fees
  • Sale-of-trust-property
  • Inheritance-tax
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Civil-procedure [2021] JRC 245

Giacomini SPA v Cucchiaro

Giacomini SPA v Cucchiaro [2021] JRC 245 (16 September 2021)

The Royal Court granted interim ex parte relief by way of arrĂŞt entre mains to help enforce an Italian compensation order against sums due to the defendant.

  • Enforcement-of-foreign-judgments
  • ArrĂŞt-entre-mains
  • Trustee-fees
  • Interim-relief
  • Foreign-judgment-enforcement
  • Arrt-entre-mains
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Trusts [2021] JRC 140

Representation of the Velloz Settlement 26-May-2021

Representation of the Velloz Settlement 26-May-2021 [2021] JRC 140 (26 May 2021)

The Royal Court of Jersey ordered trustee retirement documents to be executed, or VT would be removed, and directed the parties to resolve a trustee-fee dispute separately.

  • Trustee-retirement
  • Trustee-removal
  • Trustee-fees
  • Court's-supervisory-jurisdiction
  • Reasonable-security-for-outgoing-trustee
  • Indemnity-provisions
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Trust-law [2014] JRC 101A

IN the matter of A (Settlement)

IN the matter of A (Settlement) [2014] JRC 101A (01 May 2014)

Directions hearing in a trust dispute over what information beneficiaries may obtain to assess whether a trustee’s fees were unreasonably incurred.

  • Trustee-fees
  • Beneficiary-rights
  • Disclosure-of-information
  • Costs-assessment
  • Trust-law
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Trusts [2009] JRC 223

A Settlement

A Settlement [2009] JRC 223 (25 November 2009)

Trustee directions dispute over conflicts, disclosure, distributions, and fees in family settlements holding Irish company interests.

  • Trustee-discretion
  • Surrender-of-discretion
  • Beneficiary-rights
  • Disclosure-orders
  • Trustee-fees
  • Conflict-of-interest
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Trusts-and-estates [2005] JRC 063

Carafe Trust - v - Guardian Trust Co Ltd and other

Carafe Trust - v - Guardian Trust Co Ltd and other [2005] JRC 063 (16 May 2005)

Jersey trust-fee dispute over a retiring trustee’s charges, the timing of retirement, and whether disputed fees and post-retirement administration costs were recoverable.

  • Trustee-fees
  • Retirement-of-trustee
  • Escrow-arrangements
  • Trust-administration
  • Legal-costs
  • Retiring-trustee
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Trusts [2005] JLR 159

In re Carafe Trust v

In re Carafe Trust v [2005] JLR 159 (16 May 2005)

A Jersey trust case on a trustee’s right to fees before retirement and whether escrow of disputed fees is adequate security. The trustee was ordered to retire.

  • Retirement-of-trustees
  • Trustee-fees
  • Security-for-payment-of-fees
  • Trusts
  • Retirement-of-trustee
  • Security-for-payment
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Trust-law [2003] JRC 216

Caversham Trustees Limited -v- Sharad Patel, Rajendra Patel, Vijendra Patel, Urvesh Patel, Hasmita Amin, Hasmita Patel, Lalitaben Patel and Shah 37950

Caversham Trustees Limited -v- Sharad Patel, Rajendra Patel, Vijendra Patel, Urvesh Patel, Hasmita Amin, Hasmita Patel, Lalitaben Patel and Shah 37950 [2003] JRC 216 (25 November 2003)

The court directed that a separate misappropriation allegation be started independently and stayed the Article 47 proceedings meanwhile.

  • Trust-winding-up
  • Trustee-fees
  • Indemnities
  • Costs
  • Alleged-misappropriation
  • Trust-law
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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.