Simon Lofthouse

Associate Jersey
Simon communicates clearly and is very responsive - a pleasure to work with. Client feedback, 2018

Overview

Simon is a member of the Jersey Private Wealth team specialising in cross-border estate planning. He also provides advice on creating and administering trust settlements and foundations.

Areas of expertise

Laws practised

  • Jersey law
  • Background & experience

    Simon advises international clients on estate planning and matters relating to intergenerational succession.

    He joined Ogier from Stone King LLP in Bath and London where he specialised in cross border succession planning and estate administration.

    He is one of only a few advisers in Jersey to hold the STEP Advanced Certificate in Cross Border Estates qualification.

    Simon received the STEP Worldwide Excellence Award 2018 for his exam paper on Cross Border Estates, and the CLT International Exceptional Performance Award for having achieved the highest mark in any STEP qualification worldwide in the last 20 years.

    He served in the Royal Navy for a number of years before qualifying as a solicitor in England and Wales in 2012.

    He is a member of the Law Society and is a student member of STEP.

     

    Admitted in

    England and Wales - 2012

     

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  • Recognition

    Simon communicates clearly and is very responsive - a pleasure to work with. Client feedback, 2018
    We trust Simon to provide the very best service to our clients. Client feedback, 2018
    Calm and pragmatic. Client feedback, 2018