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Jersey Case Law

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Trusts [2025] JRC 028

Representation of C re P Trust (Royal Court : Hearing

Representation of C re P Trust (Royal Court : Hearing (Civil)) [2025] JRC 028 (3 February 2025)

The Royal Court of Jersey ruled on specific discovery and a late amendment application in trust removal proceedings, allowing some requests but refusing most.

  • Trustee removal
  • Specific discovery
  • Amendment of pleadings
  • Disclosure obligations
  • Trusts
  • Specific-discovery
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Trusts and estates [2021] JRC 205

Representation of C re P Trust

Representation of C re P Trust [2021] JRC 205 (06 August 2021)

The Jersey Royal Court granted restrictions on how the Representor could share discovered trust documents, citing confidentiality, commercial sensitivity, and adviser conflicts.

  • Confidentiality in discovery
  • Trustee removal
  • Beneficiary rights
  • Disclosure restrictions
  • Trust-discovery
  • Confidentiality
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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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Trusts and estates [2018] JRC 059

Titris SA -v- A

Titris SA -v- A [2018] JRC 059 (16 March 2018)

The Royal Court of Jersey gave case management directions in a trust dispute, allowing limited discovery and Italian-law expert evidence on the meaning of “eredi legittimi.”

  • Interpretation of trust deeds
  • Beneficiary entitlement
  • Trustee removal
  • Provision of information by trustees
  • Conflict of laws
  • Trust-deed-interpretation
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Trusts [2016] JRC 174

Heinrichs -v- Pantrust and Ors

Heinrichs -v- Pantrust and Ors [2016] JRC 174 (30 September 2016)

The Royal Court ordered indemnity costs against the first to third respondents, except on the loans issue, and ordered a ÂŁ100,000 payment on account.

  • Trustee removal
  • Jurisdiction
  • Costs (indemnity/standard)
  • Supervisory jurisdiction over trusts
  • Trusts
  • Costs
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Trust law [2016] JRC 155

Stock -v- Pantrust

Stock -v- Pantrust [2016] JRC 155 (06 September 2016)

The Jersey Royal Court held that purported changes of proper law for two trusts to Panama in 2007 and to England and Wales in 2015 were void, leaving both trusts governed by Jersey law.

  • Change of proper law
  • Trustee removal
  • Formal validity of trust deeds
  • Fraud on the power
  • Trust-law
  • Proper-law
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Trust law [2016] JRC 106A

Heinrichs -v- Pantrust and Others

Heinrichs -v- Pantrust and Others [2016] JRC 106A (16 June 2016)

The court upheld leave to serve out of the jurisdiction in a trust dispute, found Jersey the clearest forum for trust issues, and struck out loan-related relief.

  • Jurisdiction
  • Service out of jurisdiction
  • Forum conveniens
  • Trustee removal
  • Proper law of trust
  • Sham trust allegations
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Trusts [2016] JRC 069

Stock -v- Pantrust

Stock -v- Pantrust [2016] JRC 069 (22 March 2016)

The Royal Court ordered indemnity costs against former trustees after finding their resistance to removal and jurisdictional challenge unreasonable and conflicted.

  • Trustee removal
  • Costs orders
  • Indemnity costs
  • Jurisdictional challenge
  • Indemnity-costs
  • Trustee-removal
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Trust law [2016] JRC 021

Stock -v- Pantrust International and Others

Stock -v- Pantrust International and Others [2016] JRC 021 (22 January 2016)

The Jersey Royal Court set aside 2013 security taken by former trustees over trust assets for conflict of interest, and ordered transfer of assets to the new trustee.

  • Trustee removal
  • Fiduciary duties
  • Self-dealing
  • Security over trust assets
  • Conflict of interest
  • Disclosure obligations
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Trusts [2016] JRC 016

In the matter of the Piedmont Trust and the Riveira Trust

In the matter of the Piedmont Trust and the Riveira Trust [2016] JRC 016 (21 January 2016)

The Royal Court decided costs after invalid trustee and protector appointments, applying trust-litigation principles and declining to deprive any fiduciary of indemnity.

  • Trustee removal
  • Protector appointment
  • Costs in trust litigation
  • Fiduciary duties
  • Trust-litigation
  • Trustee-removal
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