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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.

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.

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.

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.

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.

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.

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.

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.

News 26 Jul 2021

Chambers recognition

Collas Crill's Private Client teams in the Channel Islands have featured in Chambers 2021 High Net Worth guide, which ranks the leading professional advisers in the private...

Insight 15 Jul 2021

Matter of M Settlement

Case analysis by Group Partner Sam Williams, Of Counsel Fritha Ford and Associate Kirsten Bailey, published on LexisPSL on 8 July 2021 Private Client analysis: The trustee...

Insight 29 Jun 2021

The rise of the crypto-asset

An article by Guernsey Group Partner David Cooney has been published on Wealth Adviser. Entitled 'The rise of the crypto-asset: practical advice for trustees', the piece...

Insight 18 Jun 2021

Philanthropy article

Jersey Partner and head of international private client and trusts Kellyann Ozouf is featured in the latest issue of 'Beyond 20/20' (vol 27), an annual magazine which covers...

News 14 May 2021

Collas Crill ranked tier 1 in 2021

Collas Crill has been named in tier 1 of the 2021 eprivateclient Top Offshore Law Firms. The 2021 eprivateclient Top Offshore Law Firms rankings are based on a survey of...

Insight 6 May 2021

Choose your jurisdiction wisely

This article was first published in STEP Journal (volume 29, issue 2, pp 31-33) The Grand Court of the Cayman Islands (the Court) has delivered a judgment that illustrates...

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Guide 20 Oct 2015

The Rule and Duties of an Executor/Administrator

The role of an executor/executrix or administrator is a personal one, in that you are appointed either by a will or by the court to administer the estate of a deceased. A...

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 in any jurisdiction. However it is worthwhile, particularly in...

Guide 6 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 the legal framework to ensure individuals can 'take control' of...

Guide 25 Oct 2016

Overview: Guernsey Foundations – a new tool in the box

In this overview, Angela Calnan of Collas Crill, Guernsey looks at the characteristics, potential uses and some practical considerations for Guernsey Foundations 1...

Guide 28 Oct 2015

Modern Muslim Succession Planning

Angela Calnan notes that many modern Middle Eastern families are looking offshore to avoid the forced-heirship provisions of Shari’a law. Having lived and worked in the UAE...

Guide

A Guide for Trustees Selling Property in England & Wales

In today’s world with society becoming ever more litigious it has become paramount that trustees ensure they conduct their relationships with their advisers so as to...

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