Over the course of 2022, we published several articles setting out key aspects from the determinatio...
‘Insolvent Trusts’: Priority goes to ….?
The Privy Council recently handed down the monumental decision in the joined cases of Equity Trust (...
Pensions: Investment Decisions: a possible shift in approach and undesirable consequences for SIPP providers in the Isle of Man?
Past Ombudsman determinations The (then) Deputy Pensions Ombudsman in the Isle of Man (the “Ombuds...
Legal Update: Trusts and Trustees Bill 2022
The Trust and Trustees Bill 2022 (the “Bill”) has recently undergone consultation in the Isle of...
Ombudsman determination update: duty of care owed by pension scheme administrators/managers – appropriate service levels and guidance on compensation
In the recently published determination of the (then) Deputy Pensions Ombudsman in the Isle of Man (...
Can I hold Cryptocurrency on Trust?
For the first time an English Court has considered whether cryptocurrencies could be held on trust i...
Death benefit payments – Pension Trustee Decisions
In the recent case of Punter Southall Governance Services Ltd v Benge [2022] EWHC 193 (Ch) the Court...
Mine is the power
In this note we consider the potential effect of a standard Will provision on previous appointments ...
Legal Update: Trustees’ momentous decisions
What is a momentous decision? A momentous decision is the power under a trust deed or statute to mak...
In the Matter of the May Trust – a change in the focus on trust distributions?
The Jersey Court in the recent case of The May Trust from earlier this year took a different approac...