Rupert Morris : Advisory

12 May 2021

Guernsey Update: New Plans for Bringing Partnerships in Scope of Economic Substance Rules

The States of Guernsey’s Revenue Service has issued further details of the proposals to bring part...

05 May 2021

The Duties and Roles of Jersey and Guernsey Trustees During Divorce Proceedings

It has been widely reported that the stresses and pressures of the global pandemic have led to an in...

27 October 2020

Guernsey Data Trusts

A Guernsey trust can be used to hold any types of assets, wherever situated, including intellectual ...

05 October 2020

Challenges for Family Offices – and Five Reasons to Consider a Restructure

Uncertain times produce challenges for wealth managers and structures, and the last few months have ...

25 September 2020

Substance Filing Deadline Approaches for BVI Companies and Partnerships

Following the economic substance reforms that took effect in the BVI from the start of 2019, most BV...

03 August 2020

Relying on Digital ID for AML/CFT Purposes in Jersey and Guernsey

The financial services regulators in both Guernsey and Jersey have for several years officially reco...

16 July 2020

Looking to Strong Foundations for Asset Protection and Succession Planning in Challenging Times

It is hard to discern trends in markets at a time of turbulence and uncertainty, however, we have se...

18 June 2020

Directors - How to Avoid Personal Liability in Times of Financial Difficulty

Economic downturns typically give rise to increased insolvency proceedings and stakeholder-driven li...

28 May 2020

Five Key Similarities between a South African Domestic Trust and a Channel Islands Foundation

South African trust law is based on the law of contract and particularly stipulatio alteri. This mea...

03 April 2019

Saunders v Vautier in the Channel Islands - Guidance from Guernsey

Can the beneficiaries of a discretionary trust require the trustees to terminate the trust and distr...