Governance and the Guernsey Private Trustee

Date: Thursday 19 November 2020
Best Western Moores Hotel,
Le Pollet, St. Peter Port,

Time: 12:15 pm - 1:30 pm BST
CPD: 1 hour

Students £10
Members £15
Non-members £20

Join us for our next CPD event on Thursday 19 November at Best Western Moores Hotel.

The popularity of Guernsey private trustee structures (whether Private Trust Companies ("PTCs") or Private Trustee Foundations("PTFs")) has continued during 2020 – perhaps accelerated by the pandemic.

Angela Calnan, Group Partner in Collas Crill's International Private Client & Trust ("IPCT") Team will walk us through a recent practical example of a Guernsey PTC that she has established for a Saudi family with a Guernsey trustee and a recent practical example of a Guernsey PTF for a domestic Guernsey family, again, administered by a Guernsey trustee.

Angela will touch on:

  • The rationale for establishing the structures;
  • the documentation required;
  • interesting governance aspects that are arising in these live examples;
  • when an exemption is required from the commission and how and when to apply for it;
  • the mechanics for getting the structures live in practice; and
  • the ongoing governance aspects.

Angela has been a Solicitor of England & Wales for the last 17 years and has led Collas Crill's IPCT Team (now 12 strong) since she arrived in Guernsey in 2012. She has also recently passed the Guernsey Bar Exams and will be admitted as a Guernsey Advocate in November of this year.

We look forward to seeing you there.

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