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Jersey Case Law

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Trusts and estates [2026] JRC 010

Representation of Novatrust Limited re Helford Trust (Royal Court : Hearing

Representation of Novatrust Limited re Helford Trust (Royal Court : Hearing (Civil) : MacRae : Trust) [2026] JRC 010 (9 January 2026)

The Royal Court of Jersey held that a trust clause barred the settlor from releasing his revocation power, rejected an Article 10A disclaimer argument, and approved a trust variation to address potential Swiss tax exposure.

  • Variation of trusts
  • Construction of trust instruments
  • Beneficiary rights
  • Tax mitigation
  • Powers of revocation
  • Variation-of-trusts
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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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Trusts [2022] JRC 243

Representation of Apex Financial Services (Trustees) Limited re The Elephant Trust

Representation of Apex Financial Services (Trustees) Limited re The Elephant Trust [2022] JRC 243 (08 November 2022)

The Jersey Royal Court approved a trustee’s proposal to terminate a family trust, repay a loan from a Guernsey lender, and distribute assets to the settlor.

  • Trust termination
  • Trustee powers
  • Beneficiary rights
  • Tax efficiency
  • Momentous trustee decisions
  • Trust-termination
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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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Trust law [2020] JRC 250A

In the matter of the H Trust - 3-Dec-2020

In the matter of the H Trust - 3-Dec-2020 [2020] JRC 250A (03 December 2020)

The court approved a trustee’s decision to settle Swedish clawback proceedings involving the H Trust, subject to checking the enforceability of a Credit Suisse debt.

  • Trustee powers
  • Court blessing of trustee decisions
  • Compromise of litigation
  • Beneficiary rights
  • Trust-law
  • Court-blessing
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Trusts [2020] JRC 183

In the matter of the Arpettaz Settlement

In the matter of the Arpettaz Settlement [2020] JRC 183 (14 September 2020)

The Jersey Royal Court approved a trustee’s settlement of English proceedings, but refused approval to write off beneficiary loans and terminate the trust without convening all beneficiaries.

  • Trustee powers
  • Court approval of trustee decisions
  • Settlement of litigation
  • Beneficiary rights
  • Convening beneficiaries
  • Trustee-powers
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Trust law [2019] JRC 246

Represenation of Pinnacle Trustees Limited re: the D and E Trusts -

Represenation of Pinnacle Trustees Limited re: the D and E Trusts - [2019] JRC 246 (19 December 2019)

The Jersey Royal Court set aside a 2011 restructuring that moved trust assets into a circular BVI company structure and terminated two trusts without proper consideration.

  • Voidable exercise of fiduciary powers
  • Mistake in trust administration
  • Tax avoidance
  • Corporate restructuring
  • Beneficiary rights
  • Trust-law
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Trust law [2019] JRC 048

In the matter of the C Trust

In the matter of the C Trust [2019] JRC 048 (27 March 2019)

The Royal Court of Jersey blessed a trustee’s decision to terminate a discretionary trust and distribute its assets to the settlor, finding the decision rational and lawful.

  • Termination of discretionary trust
  • Trustee's momentous decision
  • Beneficiary rights
  • Tax efficiency
  • Court blessing of trustee decision
  • Children act maintenance proceedings
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Trusts and estates [2018] JRC 214

In the matter of the I Trust, the J Trust, the K Trust and the L Trust

In the matter of the I Trust, the J Trust, the K Trust and the L Trust [2018] JRC 214 (23 November 2018)

The Royal Court of Jersey held that a trustee’s delayed and cautious disclosure amounted to misconduct, ordering standard costs against the trustee and denying it indemnity from the trust fund.

  • Disclosure of trust documents
  • Trustee misconduct
  • Costs orders
  • Beneficiary rights
  • Trust-disclosure
  • Trustee-misconduct
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Trusts [2018] JCA 136A

BNP Paribas Ors v Crociani Ors

BNP Paribas Ors v Crociani Ors [2018] JCA 136A (25 July 2018)

The Jersey Court of Appeal considered trustee liability, equitable compensation, and mistaken trust transfers in the Crociani family trust disputes.

  • Breach of trust
  • Equitable compensation
  • Mistake in trust transfers
  • Remedies for breach
  • Trustee exoneration
  • Beneficiary 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.

Source links and collection timestamps are retained alongside the indexed records.