A very safe pair of hands for complicated and urgent trust and private client advice. An exceptionally dedicated and experienced trust lawyer. Legal 500 UK, 2021

Overview

Josephine acts for a wide range of professional trustees, high-net worth families and family offices on all issues concerning trusts and foundations as well as private wealth, probate and regulatory matters. Her principal areas of expertise include advising on the establishment, ongoing administration and restructuring of complex trust structures, family offices and private trust companies (together with all related company and commercial law issues) and on rectifying and mitigating breaches of trust. Josephine also advises on charitable and philanthropic structures.
  • Background & experience

    Josephine works closely with her Dispute Resolution colleagues in connection with trustee representations to court and her Investment Fund colleagues in relation to Jersey's private fund regime.

    Josephine has been recognised in Chambers HNW, Chambers UK, Legal 500 UK, Legal Week Private Client Global Elite and by Citywealth as a Future Leader.

    Clients say that Josephine "has a huge amount of Jersey trust experience and is able to provide first-rate trust advice (technical, trustee advisory, and associated areas) in a very short timescale" and a "go-to name for establishing family offices".

    Josephine is an Advocate of the Royal Court of Jersey, a BVI Solicitor and a Scottish Solicitor; a member of The Society of Trust and Estate Practitioners (STEP); and a member of the Jersey Finance working party on Family Offices in Jersey.

    Josephine contributes to various publications including Trust & Trustees, STEP Journal, Offshore Investment, Jersey Finance and e-private client and regularly presents to local trust companies. She is peer reviewer for 'Trust & Trustees: Foundations special edition'; co-author of the Jersey chapter of 'European Cross Border Estate Planning'; co-author of the Jersey chapter of 'Planning & Administration of Offshore & Onshore Trusts'; and a contributor to the Jersey chapter of International Succession Laws. Josephine has also spent time on secondment as in-house legal counsel to a local trust company.

    Admitted in:
    2021 - British Virgin Islands
    2009 - Jersey
    2005 - Scotland (not practising)

     

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  • Recognition

    A very safe pair of hands for complicated and urgent trust and private client advice. An exceptionally dedicated and experienced trust lawyer. Legal 500 UK, 2021
    They are always reachable, always revert back, arrange for any issues to be discussed, always available for a call to discuss and run through any larger transactions and draft documentation requirements. Legal 500 UK, 2022
    Next Generation Partner Legal 500 UK, 2022
    Really good and capable trusts practitioner. Chambers High Net Worth Guide, 2021
    Has a huge amount of Jersey trust experience and is able to provide first-rate trust advice (technical, trustee advisory, and associated areas) in a very short timescale. Legal 500 UK, 2021
    One to watch Legal Week Private Client Global Elite 'Ones to Watch' Directory, 2021
    Very professional, knowledgeable and approachable. Chambers UK, 2020
    Go-to name for establishing family offices. Legal 500 UK, 2020
    She is pragmatic, cuts to the chase and she is good to work with. Josephine is a well known offshore practitioner. Chambers and Partners, HNW Directory, 2020
    Next generation partner Legal 500 UK, 2020
    One to Watch Legal Week Private Client Global Elite 'Ones to Watch' Directory, 2019
    Josephine is a pleasure to deal with, always prompt and professional yet a lovely friendly manner. I would not hesitate to recommend her and her team for Trust related legal matters Citywealth Leaders List 2019
    Extremely efficient, friendly and provides advice as and when required and always is open to other possible solutions and meets all deadlines. Citywealth Leaders List 2019
    She is very conscientious and works very hard Chambers UK, 2019
    She is cool, calm and collected Chambers UK, 2019
    She will always fight your corner for what she feels to be the best possible outcome for clients. Chambers UK, 2018
    Faultless technical knowledge. Chambers UK, 2018
    One to watch Private Client 'Ones to Watch' 2018
    A rising star; she is technically sound, hardworking and has excellent turnaround times. Legal 500 UK, 2017
    Next generation lawyer Legal 500 UK, 2017
    Josephine is our go-to lawyer. She provides excellent technical and practical advice. She is calm, responsive and easy to work with. Citywealth Leaders List, 2017
    measured and technically sound advice Legal 500, 2016
    very calm, measured and accurate in her advice Legal 500, 2015