Trustee Advisory Services

Our Trustee Advisory Services offers a unique service which we provide for our clients whereby we can provide in house training to directors and administrators on current awareness and conflict management and immediate telephone advice for one off enquiries. On a more detailed level we offer advice at all levels to trustees in this ever increasingly demanding and challenging world of offshore trusteeships. To meet this challenge the trustee needs to strike the right balance between acting as trustee and protecting the interests of the beneficiaries and at the same time adhering to the strict regulatory and legal requirements of a trustee in the modern offshore world. We are here to help.

Our extensive experience in trust litigation means we have invaluable commercial experience in dealing with offshore trusts. We are equally able to advise you upon all non-contentious aspects of offshore trusts. We are able to combine forces with specialist counsel to ensure that we provide cutting edge up to the moment advice and guidance.

We are particularly interested in advising our clients at the earliest possible stage to ensure that the appropriate advice is given and steps taken to avoid so many of the pitfalls facing modern day trustees. We can advise on the following:

  • Risk management reviews
  • Review and audit of structures and identification of problems
  • Retirement and appointment of new trustees
  • Trustees’ indemnity and security
  • The fiduciary role of the protector and the appropriate exercise of protectors’ powers
  • Extradition risks
  • Dealing with the Jersey Financial Services Commission on regulatory issues
  • Reporting to the Jersey Financial Crimes Unit
  • All aspects of Beddoes' applications to the Royal Court