Event

Mourant Trusts and Private Wealth Forum 2026 – Jersey

The leading event in the Channel Islands trusts and private wealth calendar is back for 2026.

Jersey

30 June 2026

Event

Mourant Trusts and Private Wealth Forum 2026

Join peers from across the Channel Islands trusts and private wealth community at our popular annual forums in Jersey and Guernsey.

Hosted on Tuesday 30 June (Jersey) and Thursday 2 July (Guernsey), the forums are an integral date in the calendar for those in the Channel Islands trusts and private wealth sector.

They provide an opportunity to hear timely insights on the issues shaping family wealth, share practical perspectives, and connect with colleagues and peers over a full day of discussion and networking.

From control to continuity: Governing family wealth across generations

In light of the unfolding great wealth transfer, our programme has been shaped to help you navigate change and uncover new opportunities in an evolving landscape.

Topics covered will include regulation and governance, trigger events, conflicts, and the effect of global events on private wealth.

We will be announcing our exciting keynote speaker very soon.

Event pricing

Tickets for the full day of analysis and practical commentary are £195pp.

Colleagues of our sponsors and speakers benefit from a 20 per cent discount – please get in touch for the discount code.

For half-day ticket options please also get in touch .

The forum provides 4.5 hours’ CPD, certified by The CPD Standards Office.

“This is an excellent event delivering interesting relevant content to industry.”

2025 delegate

Agenda – Jersey forum

The agenda for the Jersey event is outlined below. To view the agenda for the Guernsey event on 2 July, please click here.

Timings	Agenda	Speakers
9:00am – 9:25am	Registration and coffee
9:25am – 9:30am	Chair’s opening remarks	Katie Hooper, Partner, Litigation, Jersey
9:30am – 9:40am	Welcome from Gold Sponsor (RBC)	Gail McCourt, RBC Wealth Management
9:40am – 10:20am	Case update and the latest in Channel Islands law What is happening in the courts and the legislative updates you need to be aware of.	Justin Harvey-Hills, Partner, Litigation, Jersey
10:20am – 11:00am	The conflict zone: A trustee’s survival guide This session will examine how trustees can identify and manage fiduciary conflicts of interest, and consider the potential consequences where conflicts are not properly addressed.	Paul Lewis, Counsel, Litigation, Jersey
11:00am – 11:25am	Coffee break
11:25am – 12:05pm	The world of regulation for trustees A session from our regulatory experts on all the recent and forthcoming regulatory developments that trustees should be aware of and prepare for.	Mathew Cook, Partner, Litigation, Jersey
12:05pm – 12:45pm	Trigger events: divorce and death and how these impact your advice and planning How divorce and death activate complex legal risks across trusts, estates, and family structures, and the strategies lawyers use to protect wealth and avoid conflict.	Katie Hooper, Partner, Litigation, Jersey
12:45pm – 1:45pm	Lunch
1:45pm – 2:25pm	Global change, local impact: A fireside chat on opportunities and the future of private wealth in Jersey Jonathan Speck hosts a fireside chat with leading private wealth specialists, from Jersey and beyond, which will explore the impact of recent global developments on clients, the trends already emerging across the market, and what the second half of 2026 may hold for the private wealth industry in Jersey.	Jonathan Speck, Partner, Litigation, Jersey
2:25pm – 3:05pm	Governance in private wealth succession The panellists will discuss key issues arising in the context of succession to private wealth, including the succession of ownership and management, risks such as incapacity and litigation, and achieving alignment with controlling vehicles.	Will Burnell, Partner, and Fred Milner, Counsel, International Trusts and Private Client, Jersey
3:05pm – 3:30pm	Coffee break
3:30pm – 4:10pm	Keynote address	To be confirmed
4:10pm – 4:20pm	Chair’s closing remarks	Katie Hooper, Partner, Litigation, Jersey
4:20pm – 6:30pm	Drinks and canapés reception