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Wills & Probate Fiduciary Family Office Wills & Probate Succession Planning Employee Solutions Funds Advisory Media & Sports Corporate Solutions

Experienced advisers in the how tax in sport and media preparation This of article willsdiscusses and the is a complex subject to manage and maintain role of executor or administrator of an estate. We have a team of highly dedicated professionals who have many years of experience in carrying out the role of executor in the administration of estates involving one or more jurisdictions around the world. This specialised service requires discretion and professionalism at the highest level because by its very nature, it is carried out at a time when clients are having to deal with the loss of a loved one. Our Wills & Probate team also work in conjunction with colleagues across the business, including those in our Succession Planning team.

Wills • Detailed consideration of your family and financial circumstances to make recommendations as to the most beneficial structures for your estate plan; • A simple fixed-fee will drafting service for less complex estates; • Jersey movable estate will drafting and relationships with Jersey advocates to assist with Jersey real property wills as part of your overall estate planning; • Wills drawn in accordance with the law of England and Wales; and • Choice of face to face meetings, telephone, email or postal service.

More information about our services can be found at www.hawksford.com


Wills & Probate International Estate Planning • Particular expertise in international estate planning, drafting wills expressed to be worldwide to exclude certain jurisdictions or limited to specific jurisdictions, drawing on our extensive network of international professional advisers to ensure there is no conflict; • Consideration of foreign wills to ensure compatibility; • Advice as to your domicile and how it affects your estate plan and any forced heirship issues; and • Advice on the impact of UK inheritance tax on your estate and recommendations to mitigate the tax. Fiduciary Services and Lifetime Estate Management • Advice and assistance on structures to safeguard your estate against the risk of future mental and/or physical incapacity, including Ordinary and Lasting Powers of Attorney and Trusts; • Professional Curatorship services pursuant to the Mental Health (Jersey) Law 1969 and Attorneyship services in accordance with the Mental Capacity Act 2005; and • Advice and assistance in managing the affairs of clients who have lost capacity, including registration of Enduring Powers of Attorney, invocation of Lasting Powers of Attorney, UK Court of Protection and Jersey Curatorships.

Probate & Estate Administration • Executorship service with our Jersey trust corporation, Hawksford Executors Limited, either appointed directly or as attorney to an existing executor; • Full administration service - efficiently undertaking all aspects, including drafting probate documents, accounts and returns collecting assets, discharging liabilities and distributing the estate; • In-depth knowledge of the intricacies of international private law of succession, applied practically to achieve successful outcomes in even the most complex multijurisdictional matters; • Advice and assistance in worldwide estates, drawing on an extensive international network of professional advisers to co-ordinate the probate process in each jurisdiction; • Expertise in UK Inheritance Tax law, compliance and negotiations with HM Revenue & Customs to maximise reliefs; • Preparation and submission of applications for Grants of Probate or Letters of Administration in Jersey or England & Wales, or instructing our agents throughout the British Isles; • Advising executors and beneficiaries as to their rights and responsibilities; • Understanding of the family tensions which surface after a death, allowing us to manage disputes sympathetically and to achieve the best outcomes; and • Advice and implementation of post-death tax-saving and asset protection strategies.

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15 Esplanade, St Helier Jersey, JE1 1RB Channel Islands T +44 (0) 1534 740 000 F +44 (0) 1534 740 074 www.hawksford.com Jersey | British Virgin Islands New Zealand | Singapore Switzerland | United Arab Emirates Hawksford Group (and Hawksford International) are the Registered Business Names of Hawksford Trust Company Jersey Limited which is regulated by the Jersey Financial Services Commission.

Talk to us If you would to find out more about Hawksford and the wills and probate solutions we can provide, please do not hesitate to contact us.

Timothy Cartwright Director T: +44 (0) 1534 740115 E: tim.cartwright@hawksford.com

Donna Withers Probate Manager T: +44 1534 740215 E: donna.withers@hawksford.com

Please note: The information provided in this document is intended to be general information and serves as a brief outline of what Hawksford can provide. It is not to be relied on as legal or professional advice nor as an alternative to taking professional advice relating to specific circumstances. We exclude all liability whatsoever for any loss or damage arising or claimed to arise out of use or reliance on the information contained in this document. The information highlighted may or may not be suitable for an individual’s situation. We therefore strongly suggest that individuals make contact with Hawksford before taking action. Hawksford Wills & Probate is the Registered Business Name of Hawksford Executors Limited which is regulated by the Jersey Financial Services Commission. A Jersey Trust Corporation Number 63584

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