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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 [2024] JRC 041

Representation of Paicolex Trust Management AG

Representation of Paicolex Trust Management AG [2024] JRC 041 (21 February 2024)

The Jersey Royal Court approved removing the settlor’s exclusion and adding him as a beneficiary of three trusts, finding the change benefited the minor and unborn beneficiaries.

  • Variation of trusts
  • Addition of beneficiary
  • Excluded person removal
  • Tax planning
  • Fiduciary duties
  • Variation-of-trusts
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Trusts [2023] JRC 127

Representation of Paicolex Trust Management AG and Paicolex Trust Co. (BVI) Ltd re: R, Q and P Trusts

Representation of Paicolex Trust Management AG and Paicolex Trust Co. (BVI) Ltd re: R, Q and P Trusts [2023] JRC 127 (21 July 2023)

The Royal Court adjourned a trust variation application seeking to remove the settlor’s excluded-person status, pending fuller evidence on tax, assets, and future trustee decisions.

  • Variation of trusts
  • Excluded persons
  • Beneficiary addition
  • Tax planning
  • Court approval for minors and unborns
  • Trust-variation
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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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Trusts and estates [2021] JRC 230

Representation of Rysaffe Fiduciaires Sarl re G 2000 Trust and G 2008 Settlement

Representation of Rysaffe Fiduciaires Sarl re G 2000 Trust and G 2008 Settlement [2021] JRC 230 (10 September 2021)

The Jersey Royal Court approved a trustee’s proposed restructuring of two family trusts and an estate, including adding and excluding beneficiaries and settling competing family claims.

  • Variation of trusts
  • Exercise of trustee powers
  • Beneficiary exclusion and addition
  • Interpretation of letters of wishes
  • Substratum rule
  • Approval of trustee decisions
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Trusts [2021] JRC 152

Representation of Treasurer of the States re various trusts for educational purposes 26-May-2021

Representation of Treasurer of the States re various trusts for educational purposes 26-May-2021 [2021] JRC 152 (26 May 2021)

The Jersey Royal Court approved redirecting 31 outdated educational bequests to related registered charities, finding the original purposes impractical under Article 47A.

  • Variation of trusts
  • Cy-près doctrine
  • Charitable bequests
  • Administration of charitable funds
  • Trusts
  • Charities
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Trusts and estates [2020] JRC 220

Representation of V Trustees Limited (Formerly G Trustees Limited) re K and N Trusts 21 Oct 2020

Representation of V Trustees Limited (Formerly G Trustees Limited) re K and N Trusts 21 Oct 2020 [2020] JRC 220 (21 October 2020)

The Court accepted a trustee’s surrender of discretion over an inter-trust loan, but refused to approve restructuring that would benefit excluded persons or rebalance the trusts.

  • Surrender of trustee discretion
  • Inter-trust loans
  • Excluded persons provisions
  • Self-dealing/conflict of interest
  • Trustee powers under bermudan law
  • Court's jurisdiction over foreign trusts
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Trusts [2020] JRC 140B

In the matter of the 1964 Settlement

In the matter of the 1964 Settlement [2020] JRC 140B (16 July 2020)

The Jersey Royal Court granted a self-dealing power for an English-law trust, but declined to bless a proposed restructuring because the variation made approval unnecessary.

  • Self-dealing
  • Variation of trusts
  • Jurisdiction
  • Conflict of laws
  • Trust-variation
  • Conflict-of-laws
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Trusts and estates [2018] JRC 021

Representation of A Trust Limited

Representation of A Trust Limited [2018] JRC 021 (25 January 2018)

The court ratified a trustee de son tort’s acts, approved remuneration on standard terms, and varied a trust for early termination with provision for minors and unborn beneficiaries.

  • Ratification of trustee actions
  • Trustee remuneration
  • Variation of trusts
  • Trustee de son tort
  • Beneficiary interests
  • Trusts-and-estates
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Trusts and estates [2017] JRC 100

Representation of Y Trust and Z Trust

Representation of Y Trust and Z Trust [2017] JRC 100 (30 June 2017)

The Royal Court of Jersey approved trust variations to modernise beneficiary definitions, reinstate a deleted capital power in one trust, and add a charitable beneficiary.

  • Variation of trusts
  • Beneficiary definitions
  • Discrimination in trusts
  • Public policy in trust law
  • Trust-variation
  • Beneficiary-definitions
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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.