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Jersey Case Law

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Trusts and estates [2026] JRC 025

Representation of Zedra Trust Company (Isle of Man) Limited re Rhino Settlement, Buffalo Trust and Giraffe Trust (Royal Court : Hearing

Representation of Zedra Trust Company (Isle of Man) Limited re Rhino Settlement, Buffalo Trust and Giraffe Trust (Royal Court : Hearing (Civil) : Binnington : Trust) [2026] JRC 025 (24 January 2026)

The Royal Court of Jersey refused to bless a trustee’s proposed partition of three trusts, finding the trustee had not adequately considered key beneficiary interests and relevant factors.

  • Trustee powers
  • Partition of trust assets
  • Blessing applications
  • Beneficiary interests
  • Conflict of interest
  • Procedural fairness
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Trusts [2025] JRC 105

Representation of Q Limited (Royal Court : Hearing

Representation of Q Limited (Royal Court : Hearing (Civil)) [2025] JRC 105 (16 April 2025)

The Royal Court of Jersey set directions on requests for information and discovery in trust proceedings, requiring a mechanism to challenge refusals and broad disclosure from the Trustee and respondents.

  • Discovery
  • Requests for information
  • Breach of trust
  • Trustee powers
  • Trusts
  • Requests-for-information
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Trusts [2024] JRC 186

Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited re T Trusts

Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited re T Trusts [2024] JRC 186 (15 September 2024)

The Royal Court of Jersey blessed trustees’ equal 50/50 allocation of French-loan losses between two beneficiaries, extended vesting dates, and made ancillary costs orders.

  • Trustee powers
  • Distribution of trust assets
  • Court blessing of trustee decisions
  • Administration costs
  • Beneficiary disputes
  • Vesting date extension
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Trusts [2024] JRC 168

Representation of Fiduciary Trust Limited re E Trust

Representation of Fiduciary Trust Limited re E Trust [2024] JRC 168 (06 August 2024)

The Jersey Royal Court set aside a June 2016 declaration of trust over London properties for mistake, holding the assets were always held for the settlor absolutely.

  • Mistake in trust law
  • Setting aside trust transactions
  • Inheritance tax
  • Capital gains tax
  • Trustee powers
  • Beneficiary interests
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Trusts [2023] JRC 054

Representation of SG Kleinwort Hambros Trust Company (CI) Limited

Representation of SG Kleinwort Hambros Trust Company (CI) Limited [2023] JRC 054 (03 April 2023)

The Royal Court of Jersey gave directions for a trust restructuring process, scheduled an outline proposals hearing, declined a letter of request to Guernsey, and invited non-binding guidance.

  • Trust restructuring
  • Trustee powers
  • Protector removal
  • Judicial cooperation
  • Beneficiary provision
  • Blessing applications
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Trusts [2023] JRC 006

Representation of J Trustee Limited re Z Trust

Representation of J Trustee Limited re Z Trust [2023] JRC 006 (16 January 2023)

The Jersey Royal Court blessed a trustee’s decision to compensate two beneficiaries for missed distributions, distribute a trust fund equally among six siblings, and terminate the trust.

  • Trustee powers
  • Distribution of trust assets
  • Court blessing of trustee decisions
  • Beneficiary representation
  • Termination of trust
  • Trusts
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Trusts [2022] JRC 288

Equiom Trust (CI) Limited v Mattas and Ors

Equiom Trust (CI) Limited v Mattas and Ors [2022] JRC 288 (16 December 2022)

The Jersey Royal Court refused to vary a trust deed for extra tax and litigation powers, approved a challenge to a French tax levy, but refused substitute security.

  • Trustee powers
  • Variation of trust
  • Foreign tax liability
  • Revenue rule
  • Beneficiary indemnity
  • Trust-variation
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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 [2022] JRC 154

Representation of HSBC Trustee (CI) Limited Re: The Carrot and Dandelion Trusts

Representation of HSBC Trustee (CI) Limited Re: The Carrot and Dandelion Trusts [2022] JRC 154 (08 July 2022)

The Jersey Royal Court approved a trustee’s neutral participation in Jersey and New York proceedings, subject to cost caps and a right for the bank to object.

  • Beddoe application
  • Trustee powers
  • Costs indemnity
  • Foreign proceedings
  • Freezing order
  • Beddoe-application
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Trusts [2021] JRC 303

Between v Her Majesty's Attorney General

Between v Her Majesty's Attorney General [2021] JRC 303 (06 December 2021)

The Jersey Royal Court approved a variation allowing the trustee of the Greville Bathe Fund to appoint and remove income administrators, including a corporate body.

  • Variation of trusts
  • Appointment and removal of income administrators
  • Charitable and non-charitable purpose trusts
  • Trustee powers
  • Variation-of-trusts
  • Trustee-powers
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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.