Jersey Trusts and Private Wealth Forum 2024

Registration is now open for the Jersey Trusts and Private Wealth Forum on Tuesday 2 July.

Widely recognised as the leading trusts and private wealth event in the Jersey calendar, it consistently delivers the latest insights on key topics and trends in the sector.

This year's programme will feature topical panel discussions delivered by experts in their fields, on issues including:

• De-coupling mental capacity: the essential toolkit for a trustee
• An update of the latest trust cases
• Proper purpose in its proper place: the impact of Grand View v Wong on fiduciary decision-making
• Innovative uses of foundations
• A new balance: regulation and the role of the trustee

As always, we will close the day with a keynote address, followed by a networking reception with drinks and canapés.

Event pricing

Tickets for the full day conference are £180pp.

Colleagues of our sponsors and speakers receive a 20% discount - please get in touch with Eleana Miller for the discount code.

For half-day ticket options please also get in touch with Eleana Miller.

Forum Agenda

9:00am - 9:25am | Registration and coffee

9:25am - 9:30am | Welcome from Mourant

• Stephen Alexander | Mourant

9:30am - 9:40am | Welcome from RBC

Royal Bank of Canada

9:40am - 10:20am | De-coupling mental capacity: the essential toolkit for a trustee

A trustee's guide to mental capacity: how is it determined; why is it an increasingly central feature of private wealth disputes; and what practical steps should trustees and professional advisors be taking to mitigate risks?

Speakers

• Stephen Alexander | Mourant
• Natasha Stourton | Withers LLP 
• Jonathan Arr | Macfarlanes
• Rosalind Hetherington | Fladgate LLP
• Zoë Anderson | R&H Trust Co

10:20am - 11:00am | In the front line: the latest trust cases

From blessing applications to tax information exchange agreements, and from mistake applications to disclosure of information to beneficiaries, our expert panel will traverse the most up-to-date developments arising from recent case-law, as they relate to trusts and trustees.

Speakers

• Justin Harvey-Hills | Mourant
• James Price | Stewarts Law LLP

11:00am - 11:25am | Coffee Break

11:25am - 12:05pm | Jurisdictional discussion on planning considerations for Middle Eastern clients

Fred, Hannah, Carly and Ian will discuss structuring options available to GCC clients and pick up on themes relevant to the next generation of clients.

Speakers

• Fred Milner | Mourant 
• Hannah Wailoo | Withers LLP
• Carly Thorpe | Vistra
• Ian Edge l 3PB Barristers
  

12:05pm - 12:45pm | Innovative uses of foundations

A panel of industry experts will discuss, by reference to examples, how foundations can be used as a solution to various structuring and succession issues, as well as their advantages and disadvantages compared to other alternatives.

Speakers

• William Burnell | Mourant
• Luke Gingell | Royal Bank of Canada
• Liz Kubanik | Sullivan & Cromwell
• Mark Stichbury | Macfarlanes

12:45pm - 1:45pm | Lunch

1:45pm - 2:25pm | Proper purpose in its proper place: the impact of Grand View v Wong on fiduciary decision-making

Since the Privy Council decision in Grand View v Wong, trustees have rightly been concerned about how to deal with changing circumstances and settlor wishes. This is because, even where a trustee is acting within the scope of its powers, there is an inherent limitation on their exercise in that they must be exercised for a proper purpose. Our panel will consider how to find the proper purpose of a power and best practice for trustees dealing with trust structures in light of the same.

Speakers

• Katie Hooper | Mourant
• Charlotte Beynon | Serle Court
• Ian Crosby | Stonehage Fleming

2:25pm – 3:05pm | A new balance: regulation and the role of the trustee

Tony and Jon will provide practical insights on how trustees are adapting to the increasing need to blend regulatory considerations into their fiduciary roles.

Speakers

• Jon Stevens | Mourant Consulting
• Tony Shiplee | Mourant Consulting
• Sarah Huelin | Mourant
• David Eacott | Jersey Financial Services Commission
• Henry Kierulf | Zedra

3:05pm – 3:30pm | Coffee Break

3:30pm - 4:30pm | Keynote Speaker

The former NATO Commander and British military chief has served on the front-line and in the corridors of international military power. He speaks about leading small teams as well as large, diverse groups with competing priorities, negotiating and resolving complex problems, working with others as well as the big, global geopolitical and security issues.

Speaker

• Sir Richard Shirreff (Former NATO Deputy Supreme Allied Commander Europe)

4:30pm - 6:30pm | Drinks & Canapés Reception