Private Client, Trusts & Taxation

'Getting it Right: the process of trustee decision making' (3.0 CPD)
This is a joint seminar between Wilberforce Chambers and Carey Olsen. Click here for more information and booking.

Private client, trusts and taxation work requires a unique combination of intellectual ability, sensitivity and commercial acumen. With regulations constantly changing, cutting-edge knowledge is vital to ensure clients get the best advice, while strong advocacy skills are required for effectively representing their interests.

Wilberforce Chambers has long been regarded as the leading chambers in this field - a reputation based on the collective experience of our members - offering an unparalleled quality of service to clients. That's why Chambers & Partners describes us as furnishing "a greater depth of quality than the competition" and Legal 500 notes that we are "capable of advising on trusts and estates work at the highest level". This praise is supported by top rankings in both directories.

We advise on all aspects of trusts, estates, wealth management and associated tax issues, including all types of commercial trust, as well as trusts and estates with a foreign dimension. On the contentious side, members of Chambers regularly handle trusts and estates litigation, including acting in relation to offshore jurisdictions.

Our expertise includes:

• The scope of trustees' powers and duties.
• International probate disputes, including conflict of laws issues.
• Inheritance and capital gains tax, including offshore tax planning.
• Commercial trusts, such as pension trusts, employee benefit trusts, Quistclose trusts and local authority trusts.
• The validity of wills and applications under the Inheritance (Provision for Family and Dependants) Act 1975.
• Professional negligence claims relating to trust administration and tax planning.
• Charity related issues.
• Applications to the Court of Protection.

We are regularly instructed by accountants, banks and financial institutions, as well as solicitors, attorneys and advocates, and have experience of handling international work across Jersey, Guernsey, the Isle of Man, Bermuda, the Bahamas, the Cayman Islands, the British Virgin Islands, the Turks & Caicos Islands, Hong Kong and Singapore.

Private client group brochure

Next practice area >>