Jersey: Wealth Management

We Talk Banking & Finance is the new bi-weekly podcast from Walkers in which lawyers from our international banking team discuss the latest themes and trends in offshore finance with industry experts.

Updates to Jersey's Trusts Law, which include welcome clarity surrounding the disclosure of information to beneficiaries, help to ensure the island remains one of the world's leading international private wealth centres, according to leading Jersey trusts lawyer Siobhan Riley.

The anticipated rise in UK and European corporate insolvencies over the next two years should be prompting both borrowers and lenders to take early advice where they have concerns ...

Assets can be classified as either immoveables (real estate) : land, freehold property, leases of over nine years; or moveables (personal estate) : cash in bank accounts, shares (including shares in share transfer properties), units in unit trusts, jewellery etc.

This case (in which Diane Parker and Sue Medder acted for the trustees) addressed the vexed issue of disclosure of Jersey trust documentation to a non-beneficiary settlor involved in English divorce proceedings.

A Prenuptial Agreement was the subject of the recent English Supreme Court decision in the case of Radmacher v Granatino, generating great media interest. What does it mean for couples contemplating marriage in Jersey?

From 1 January 2013, FATCA will require foreign financial institutions (or "FFIs") to enter into an agreement with the US Internal Revenue Service

Employee Benefit Trusts are established by companies for a number of reasons but primarily they are established to reward, motivate and incentivise senior executives and employees.

Charitable giving is declining in the UK, according to a report published by the Charities Aid Foundation. In 2010/11, nearly 60% of people donated to charity, but the value of their donations was worth £1bn less than the amount given in 2007/08, the year before the UK entered recession.

With appetite for private equity, private debt, venture capital and real assets showing no signs of slowing, fund managers face a critical early decision: where to domicile.

Praxis, an independent global provider of corporate services and private wealth solutions, has re-entered the Jersey fund administration market after securing its Jersey Fund Services Business Licence (FSB Licence).

In Cayman the Grand Court in AA v JTC (FSD 12/2024 (IKJ)) has, for the first time, set down the principles applicable to an application by an enforcer under Cayman's...