Victoria Yates

Victoria Yates 

Partner | Jersey

Private Client and Trusts

  • Commercial, pragmatic and technically strong.
    Client feedback
  • She has extensive knowledge of her practice area and is able to provide efficient, pragmatic advice which takes into account the commercial needs of her clients.
    Client feedback
  • Victoria will will go above and beyond in order to reach an agreed deadline; nothing is too much trouble for her.
    Client feedback
  • Victoria is an exceptional practitioner.
    Client feedback
  • Victoria is very good, with a steady reputation and high quality of work.
    Chambers UK 2023
  • Victoria has the ability to explain complex legal matters in a straight forward manner.
    Legal 500
  • Personable, approachable and knowledgeable.
    Legal 500
  • Victoria has a good market following in Jersey.
    Chambers UK 2023

Overview

Victoria is a Jersey advocate with more than 20 years' offshore legal experience specialising in corporate and non-contentious trust law. 

Experience

Victoria has significant expertise advising on the establishment, administration, financing, disposal and termination of a wide range of Jersey trust and corporate structures. She has particular expertise in commercial trusts and real estate investment vehicles, including JPUTs, having acted for several sovereign wealth funds, pension funds and private equity firms on their indirect investment in UK commercial real estate utilising Jersey entities.

She also advises major trust company clients and family offices on the establishment and administration of complex structures for high net worth individuals looking to create comprehensive estate plans, including family unit trusts and limited partnerships.

Victoria was a Committee member of the Jersey Association of Trust Companies for a number of years and is a full member of STEP.

Victoria graduated from Exeter University in 1998 with a first class degree in Law. She qualified as a Jersey solicitor in 2001 and was sworn in as an advocate of the Royal Court of Jersey in 2005.

Background

Victoria begun her legal career with Crill Canavan in 1998 and qualified as a Jersey lawyer with the firm in 2001. She then joined Ogier where she became a partner in 2013 before establishing her own law firm in 2014.

Recent awards

Victoria was named as a 'leading individual' by Legal 500 for private client trusts and tax and has been recommended in the categories of corporate and commercial and banking and finance. 

She ranked in band 2 in the 2023 Chambers UK Guide within offshore trusts.

Senior Business Assistant
Suzanne Treacy  
My services
Wills and estate disputes
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We provide fast, cost-effective and sensitive advice on all types of will-related disputes during what is often an extremely upsetting and distressing time for those concerned. We regularly act on multi-party actions for both plaintiffs and defendants.

Private wealth
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Alongside companies and wills, family trusts are still a very popular tool for estate planning and asset protection – perhaps even more so in the light of the envisaged changes to the UK non-domiciled regime. Family foundations are proving to be a popular new tool for families looking to ensure their wealth and assets are protected for future generations. We establish trusts and foundations for local and international families to preserve family businesses and ensure appropriate succession planning. We work closely with tax advisers in order to ensure that any new family trust or foundation fits with a family's overall tax position and will be a workable long term, cost efficient structure. Discretionary trusts are still the most popular but we can also advise on fixed trusts, will trusts and pension trusts.

Family limited partnerships
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Many individuals think of the traditional trust as being the best way to manage their estate planning needs and are unfamiliar with the alternatives that are available. These include foundations, private family funds, and increasingly, the family limited partnership (FLP). While initially developed offshore, the FLP was harnessed and developed offshore in the Channel Islands as a flexible investment structure and a viable alternative to the traditional trust due to its ability to transmit wealth to younger generations while allowing family heads to retain a sensible level of control. This is particularly important for clients using the FLP to transfer the family business or 'golden egg', where a loss of control is undesirable. An FLP is flexible enough to allow a very bespoke agreement to be out in place to meet the often very detailed and personalised demands of clients.

Private wealth structures
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For wealthy individuals, family-controlled businesses and entrepreneurs managing wealth across generations, succession planning and transferring control of assets has never been more challenging. That's why it's important to work with lawyers who not only have the highest standards of legal knowledge and expertise, but also the ability to find unique solutions tailored to your unique circumstances.

Read more
1 Nov 2023

Update to the Probate (Jersey) Law 1998: Probate (Amendment) (Jersey) Law (the PJL)

On May 23 2023 the States debated and approved an amendment to the Probate (Jersey) Law 1998 (the Amendment) and this came into force on 27 October 2023. Overview The Amendment provides for new arrangements relating to the management of movable estate (o...

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