"Josephine and her team are so approachable and I would never hesitate to get in touch with her to ask a query. I know that I will get pragmatic responses."
Chambers High Networth, 2024
Josephine acts for a wide range of professional trustees, high-net worth families and family offices on all issues concerning trusts and foundations as well as private wealth, probate and regulatory matters. Her principal areas of expertise include advising on the establishment, ongoing administration and restructuring of complex trust structures, family offices and private trust companies (together with all related company and commercial law issues) and on rectifying and mitigating breaches of trust. Josephine also advises on charitable and philanthropic structures.
Background and experience
Josephine works closely with her Dispute Resolution colleagues in connection with trustee representations to court and her Investment Fund colleagues in relation to Jersey's private fund regime.
Josephine has been recognised in Chambers HNW, Chambers UK, Legal 500 UK, Legal Week Private Client Global Elite and by Citywealth as a Future Leader.
Clients say that Josephine "has a huge amount of Jersey trust experience and is able to provide first-rate trust advice (technical, trustee advisory, and associated areas) in a very short timescale" and a "go-to name for establishing family offices".
Josephine is an Advocate of the Royal Court of Jersey, a BVI Solicitor and a Scottish Solicitor; a member of The Society of Trust and Estate Practitioners (STEP); and a member of the Jersey Finance working party on Family Offices in Jersey.
Josephine contributes to various publications including Trust & Trustees, STEP Journal, Offshore Investment, Jersey Finance and e-private client and regularly presents to local trust companies. She is peer reviewer for 'Trust & Trustees: Foundations special edition'; co-author of the Jersey chapter of 'European Cross Border Estate Planning'; co-author of the Jersey chapter of 'Planning & Administration of Offshore & Onshore Trusts'; and a contributor to the Jersey chapter of International Succession Laws. Josephine has also spent time on secondment as in-house legal counsel to a local trust company.
Admitted in:
2021 - British Virgin Islands
2009 - Jersey
2005 - Scotland (not practising)
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Recognition
"Josephine is extremely commercial, with a very fast turnaround. She is a very responsive lawyer"
Chambers High Net Worth, 2023
View more"Josephine is very technically able and very nice to work with. "
Chambers High Networth, 2024
"Next Generation Partner"
Legal 500 UK, 2023 and 2024
"Josephine brings a perfect balance of professionalism, attentiveness, friendliness and level of service, each and every time"
Chambers High Net Worth, 2023
"Exceptional lawyer"
Legal 500 UK, 2023
"Josephine is very good and reliable in all matters of trust work."
"Very thorough, extremely well organised and great at explaining things to clients"
Legal 500 UK, 2023
"Short notice attention, and commercial pricing, she never fails to deliver on both"
Chambers High Net Worth Guide, 2022
"Cool, calm and collected, and good with clients"
Chambers High Net Worth Guide, 2022
"A very safe pair of hands for complicated and urgent trust and private client advice. An exceptionally dedicated and experienced trust lawyer"
Legal 500 UK, 2021
"They are always reachable, always revert back, arrange for any issues to be discussed, always available for a call to discuss and run through any larger transactions and draft documentation requirements"
Legal 500 UK, 2022
"Next Generation Partner"
Legal 500 UK, 2022
"Really good and capable trusts practitioner"
Chambers High Net Worth Guide, 2021
"Has a huge amount of Jersey trust experience and is able to provide first-rate trust advice (technical, trustee advisory, and associated areas) in a very short timescale"
Legal 500 UK, 2021
"One to watch"
Legal Week Private Client Global Elite 'Ones to Watch' Directory, 2021
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