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Private Client

As global legislation, regulation and taxation constantly change and become more complex, it has never been more important to make long-term plans to secure your future, the future of your family or your business.

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.

Our advice is not ‘one size fits all’. We build long term relationships with our clients which allows us to truly understand their, and their family's, needs and priorities as they change and develop over time. We act and advise with care, ensuring their best interests are protected in every decision.

We cut through the legal jargon to provide clear, practical advice when you most need it and anticipate the challenges you are likely to face so that you can rest assured you and your family are in safe hands at every step of the way.

  • They have a very quick turnaround, are client-oriented and have been a safe pair of hands.
    Chambers and Partners 2020
Private Client services
Contentious Trusts
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We represent trust corporations, HNWIs, individual trustees and beneficiaries, often dealing with novel points of law and creating new and innovative solutions to fit the needs of our clients. Given the international scope of settlors, investments and assets, we often co-ordinate advice from our multi-jurisdictional teams, meaning that our clients benefit from the knowledge and depth of experience of our people around the globe.

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Contentious Wills, Estates & Probate
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We provide fast, cost-effective and sensitive advice on all manner 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.

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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. However, there is a growing client base from civil law jurisdictions unfamiliar with the trust concept launching alternative structures. Recent examples include foundations, private family funds and, increasingly, the Family Limited Partnership (FLP). While initially developed onshore, the concept of FLPs was also 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 patriarchs 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 so unpalatable. As the name implies, an FLP would be ideally suited to the wealthy family, as it is flexible enough to allow a very bespoke agreement to be put in place to cater for the often very detailed and prescriptive demands of clients who can afford and are used to having something tailor made.

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Family Trusts & Foundations
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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-dom 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.

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Guardianship, Delegates & Power of Attorney
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Depending upon your jurisdiction, guardianship, delegates and powers of attorney are useful tools in helping a party to deal with the financial affairs of another, whether that is paying bills, managing bank accounts or otherwise. If you need assistance dealing with your own affairs then a power of attorney may be appropriate. This will enable you to choose who can carry out any actions, and the extent to which they can take those decisions, on your behalf. If, however, it sadly becomes the case that an individual cannot handle their own affairs any longer then a guardian or delegate will be need to be appointed by the court to look after that individual's affairs. Whether you are choosing to give someone power to deal with your affairs, or you have a relative who can't deal with their own any longer, careful consideration needs to be given, and advice sought, to decide what route is most appropriate.

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Probate & Estate Administration
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When executors, family or friends of a deceased need to get access to assets held by their loved one, they may be asked to produce a document commonly referred to as a 'grant of probate'. A grant of probate means that an individual is given the right, by the relevant court, to deal with a deceased's estate. The deceased may have left a will or may have died intestate (without a will). It might be the case that probate has already been obtained in another jurisdiction and that a separate grant of probate needs to be obtained in Guernsey or Jersey. This can be an unfamiliar and stressful process. At Collas Crill we have many years' experience in making these types of applications. We are able to assist in simply obtaining the grant of probate, can arrange release and payment of the Channel Island assets to the relevant person, or deal with the full administration of an estate depending on your requirements.

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Residential Property
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Property law can be a complex, daunting and emotional experience for many individual buyers and sellers. Feeling an emotional tie to your new or prospective property, your 'home', is inevitable. When buying or selling property you need a strong, dependable team that knows the market inside and out. We offer top quality advice and successfully anticipate the unique challenges and opportunities you are likely to face. We believe that communication and responsiveness is the key to a stress-free experience which is why we're always on hand to listen, offer assistance and pick up the phone to keep you informed at every stage of a transaction.

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Wills & Estate Planning
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Planning for the future is something that people often don't like to think about however it is one of the most important things that you should do during your lifetime. Whether you need simple Wills put in place or more complex estate structuring, our experienced and approachable team can help you organise and plan your affairs for the immediate and longer term future. We work hard to guide you through any issues of concern to ensure that you reach a position where you feel reassured that you are clear as to what will happen to your assets, and the ones you leave behind, in the future.

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Private Client NEWS & PUBLICATIONS
Deal 29 Mar 2021

A question of domicile

The judge was recently asked to determine the domicile of the late Mr Neil Corner (deceased) following his death in Guernsey in 2017. By his will, Mr Corner appointed Mr...

Deal 03 Feb 2021

Elementary, my dear Watson

The Royal Court of Jersey has issued a landmark judgment in Kea Investments Limited v Watson [2021] JRC 009, determining that it is not possible to obtain execution measures...

Deal 04 Dec 2020

Untangling the Webb

In a recent decision the Privy Council has had the opportunity to consider the circumstances under which a trust may be declared invalid due to the reservation of powers by...

News 29 Jan 2021

Private Client Global Elite

Five private client specialists from Collas Crill have been included in the Private Client Global Elite Directory 2020/21. Compiled in conjunction with Legal Week, the...

Insight 06 Nov 2020

New pension and fiduciary rules

Following extensive consultation with industry, in February 2020 the Guernsey Financial Services Commission (GFSC) issued its final rules and guidance under the Regulation...

News 22 Oct 2020

Chambers and Partners UK 2021

Collas Crill has retained its rankings in Chambers and Partners UK 2021 across all departments and banded individuals in Guernsey and Jersey, with a number of partners being...

  • Guide
    Why a Will is Vital Under Guernsey's Inheritance Laws

    Why a Will is Vital Under Guernsey's Inheritance Laws

  • Guide 08 Sep 2015
    Guildelines For Making A Will: Individuals Domiciled Outside Of Jersey With Assets In Jersey

    Guildelines For Making A Will: Individuals Domiciled Outside Of Jersey With Assets In Jersey

  • Guide
    Guidelines for Making a Will: Jersey Domiciled

    Guidelines for Making a Will: Jersey Domiciled

  • Guide 19 Oct 2015
    Wills in Guernsey

    Wills in Guernsey

  • Guide 19 Oct 2015
    10 Reasons to Make a Will

    10 Reasons to Make a Will

  • Guide 30 Sep 2020
    Guernsey Private Trust Companies

    Guernsey law provides for the establishment and regulation of Private Trust Companies (PTCs). A PTC is an...

  • Guide 26 Jun 2019
    BVI Companies – A Flexible Vehicle for Succession Planning

    The issue of succession may not be a primary consideration when incorporating a company in the BVI or indeed...

  • Guide 06 Nov 2018
    Take Control of Your Future: Lasting Powers of Attorney and Advance Decisions to Refuse Treatment

    The Capacity and Self-Determination (Jersey) Law 2016 (the Law) came into force in October 2018, providing...