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I am domiciled in Jersey, do I have freedom to leave my assets to whomever I want when writing my Wi
Jersey law draws a clear distinction between movable and immovable assets. A Jersey domiciled person has testamentary freedom – the right to leave assets to anyone - in respect of any immovable assets (such as freehold property) that they own, however there are still forced heirship rules that may apply in respect of their movable assets (such as cash/shares), depending on their heirs, and this is known as legitime.
Legitime gives a spouse and/or child of a Jersey domiciled deceased person the right to a fixed proportion of that person's movable estate, notwithstanding anything that their Will of movable estate might provide to the contrary. The surviving spouse and/or child has to make a claim for their legitime by way of an application in the Royal Court of Jersey, and there is a time frame in which this must be done, but once the claim is made their legitime entitlement is awarded to them. There is no defence to their claim.
Legitime only applies to movable assets that are in the deceased person's sole name so it cannot be claimed against a Will dealing with immovable assets (such as freehold property) or assets that are properly held by the deceased and another as joint owners (or joint tenants).
For more advice on legitime, speak to your lawyer.
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About Ogier
Ogier is a professional services firm with the knowledge and expertise to handle the most demanding and complex transactions and provide expert, efficient and cost-effective services to all our clients. 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 under Legal Notice
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