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Should the trustee of an offshore trust involve itself in proceedings concerning the trust that take place onshore? The received wisdom is that an offshore trustee should be slow to do so and it has long been the position of the Jersey Court that, on questions of validity of a Jersey trust, it is unlikely … Read more
In the eleventh episode of our Private Wealth and Charities podcast series, Richard Norridge, Susannah Cogman and Daniel Hyde discuss the results of our Trust Companies Survey. As our countdown continues, and we reach second place on the podium of the most significant risks our respondents face, we explore the money-laundering risks faced by trust … Read more
In the tenth episode of our Private Wealth and Charities podcast series, Richard Norridge, and Elena Hogg discuss the results of our Trust Companies Survey. As our countdown continues, and we reach the podium of the most significant risks our respondents face, we explore the cyber security risks faced by trust companies. Read more
In the ninth episode of our Private Wealth and Charities podcast series, Richard Norridge, and Nick Clayton discuss the results of our Trust Companies Survey. As our countdown of the most significant risks trust companies face continues, we explore the tax risks faced by the respondents to our survey. Read more
As part of our recent trust companies survey, we asked the participating trust companies what data privacy issues pose the greatest challenges to their business. Read more
In the eighth episode of our Private Wealth and Charities podcast series, Richard Norridge, and Miriam Everett discuss the results of our Trust Companies Survey. As our countdown of the most significant risks continues, we explore the data protection and data privacy risks faced by trust companies. Read more
In the seventh episode of our Private Wealth and Charities podcast series, Richard Norridge, and Julia Bihary discuss the results of our Trust Companies Survey. As our countdown of the most significant risks continues, we now explore the potential of reputational risk for clients being associated with structures in offshore jurisdictions. Read more
In the sixth episode of our Private Wealth and Charities podcast series, Richard Norridge, Will Turner and Julia Bihary discuss the results of our Trust Companies Survey. As our countdown of the most significant risks begins, we explore the risks beneficiary disputes pose to trust companies. Read more
GOSS-CUSTARD & ANOR V TEMPLEMAN & ORS [2020] EWHC 632 (CH) Following a seven-day trial, judgment was handed down on 28 January 2020 upholding the Last Will and Testament of Lord Templeman. Lord Templeman was a distinguished Law Lord, well known for his significant contributions to English law, often expressed in bold terms. One such … Read more
