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Trusts Advisory Group Seminar June 2023


07 June 2023

08:00 - 09:30 (BST)

44 Esplanade, St Helier

Trusts Advisory Group
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The next Trusts Advisory Group Seminar, hosted by the Ogier team will take place on Wednesday 7 June.

We will be joined by Jonathan Burt and Siena Gold from Harbottle & Lewis who will be presenting on "when loans go wrong" and will cover the following:

  • Failure to document/account for loans

  • UK inheritance tax exposure on lending – situs and residential property

  • UK income tax on lending arrangements – transfer of assets abroad/settlements legislation

  • Loans to people who cannot afford to pay them back – insolvent estates

James Angus, Partner in the Dispute Resolution team will be presenting on "when is a sham not a sham?" and will cover the following:

  • The Jersey sham test post Cohen & Crooks v Arbitrage Research Foundation

  • What is required to demonstrate a sham?

  • Why is reckless indifference alone not sufficient?  What more is required? 

  • Is reform required given the nature of modern trusts and their assets?

Oliver Passmore, Partner in the Dispute Resolution team will be presenting on the "role of a protector" and will cover the following:

  • What is the current Jersey position?

  • Is this impacted by the recent decision of the Bermuda Court of Appeal in X Trusts?

  • Issues for Trustees and protectors.

A light breakfast will be served prior to the seminar which will also be an opportunity to network.  Please note that this seminar may be considered as a CPD hour.

Please email Alessia Zammataro if you would like to attend the seminar.

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