Trust Essentials - December 2017

The Middle East and the growing call for bespoke structuring

More and more, our teams are seeing instructions involving bespoke, complex structures for Middle East ultra-high net worth individuals.

Partner James Campbell from our STEP Award-winning Private Client and Trusts team has years of experience in this area, and in this Q&A he examines the recent trends and what lies behind them.

Read the full article: The Middle East and the growing call for bespoke structuring

 

60-second STEP interview with Anthony Partridge

In this interview for STEP, partner Anthony Partridge from our Private Client & Trusts team in Cayman provides insights into his role and industry and some thoughts about future uses of Foundation Companies.

Read the full article: 60-second STEP interview with Anthony Partridge

 

Increase in BVI probate fees

BVI probate fees have increased for the first time since the 1980s for non-contentious probate applications. In this piece, partner Marcus Leese, explains the new fee structure.

Read the full article: Increase in BVI probate fees

 

Beddoe Relief, charitable trusts and controlling legal costs

A look at the recent Jersey Royal Court judgment in the matter of the F charitable trust.

Read the full article here: Beddoe Relief, charitable trusts and controlling legal costs: expectations on trustees

 

New arrivals in Ogier's growing trusts team

Our Private Client and Trusts team has been growing all year, and we're very pleased to welcome two new members.

Polly Lister is a Guernsey-qualified advocate who has previously worked at another offshore firm and more recently in an in-house role for an international private wealth and banking group. She joins partner Advocate Gavin Ferguson and senior associates Chris Hards and Alice Bricogne, who have also joined the team in the last six months.

Wisdom Hon is an associate and is based in our Hong Kong office. She is one of the few offshore private client lawyers with Chinese and Western perspectives. Wisdom speaks English, Cantonese and Mandarin.  Being trilingual means that she is well-placed to advise Asian families.

 

Ogier managing partner Edward Mackereth named one of the UK's 50 top private client practitioners

The 50 Most Influential List published by eprivateclient recognises the most prominent names in the private client professions.

Ogier's Global Managing Partner Edward Mackereth has been included in the list for the first time.

Edward is also recognised by Citywealth as one of the top ten contentious trusts lawyers in Britain.

Read the news story: Ogier Global Managing Partner Edward Mackereth named as one of the UK's 50 most influential private client practitioners

About Ogier

Ogier provides practical advice on BVI, Cayman Islands, Guernsey, Jersey and Luxembourg law through its global network of offices. Ours is the only firm to advise on these five laws. We regularly win awards for the quality of our client service, our work and our people.

Disclaimer

This client briefing has been prepared for clients and professional associates of Ogier. The information and expressions of opinion which it contains are not intended to be a comprehensive study or to provide legal advice and should not be treated as a substitute for specific advice concerning individual situations.

Regulatory information can be found at www.ogier.com

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