The 2026 Trusts Series combines of four Jersey sessions with six global topics, offering a full 2026 update. The Jersey sessions cover trust law litigation and regulation, AML post-MONEYVAL, outsourcing and substance, and sanctions compliance. The global programme includes transparency, tax information exchange, responsible investing, regulatory conflicts, modern trust deeds, and digital assets. Together, the sessions provide Jersey professionals with practical tools to manage local obligations while responding to international developments.
The series is delivered live online via Microsoft TEAMS and recorded where possible. Each webinar provides 1-hour of CPD.
Suitable For
This series is suitable for trustees, fiduciaries, wealth managers, family office professionals and investment managers who are involved in the management, governance, and strategic planning of complex trust structures.
Agenda
Jersey Trust Law in 2026: Litigation, Regulatory and Legal Developments
10 March 2026 | 09:30-10:30 | 1 CPD Hours
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Recent case law impacting trustee and beneficiary rights
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Regulatory expectations for trustees and fiduciaries
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Practical drafting and administration challenges
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Litigation trends and dispute management strategies
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International perspectives on Jersey trust structures
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Global Transparency and Disclosure in 2026: The Next Chapter
25 March 2026 | 09:30-10:30 | 1 CPD Hours
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Evolving global standards for corporate and financial disclosure
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The impact of increasing regulatory cooperation on transparency
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Practical challenges in balancing disclosure obligations with confidentiality
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Emerging risks from new disclosure frameworks in 2026
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Preparing firms for greater scrutiny of ownership and control structures
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Jersey’s AML Framework in 2026: Post MONEYVAL and JFSC Expectations
23 April 2026 | 09:30-10:30 | 1 CPD Hours
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Impact of MONEYVAL on Jersey’s AML framework
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JFSC expectations for policies, controls, and governance
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Practical challenges in risk assessment and monitoring
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Lessons from recent enforcement actions
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Demonstrating proportionate compliance frameworks
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Tax transparency & Global Information Exchange in 2026: CRS, FATCA and the Crypto Dimension
13 May 2026 | 09:30-10:30 | 1 CPD Hours
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Key developments in CRS and FATCA implementation and enforcement
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The integration of digital assets into global reporting frameworks
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Managing data accuracy and confidentiality in automatic exchange
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Compliance risks for financial institutions and intermediaries
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Practical insights on responding to information requests
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Outsourcing and Economic Substance in Jersey: Practical Issues for TCSPs in 2026
09 June 2026 | 09:30-10:30 | 1 CPD Hours
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Economic substance requirements for TCSPs in 2026
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Structuring compliant outsourcing arrangements
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Evidencing core income-generating activity in Jersey
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Regulatory concerns and recent supervisory findings
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Governance and contractual considerations for outsourcing
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Responsible Investing considerations in 2026: Fiduciary Duties and Client Values
01 July 2026 | 09:30-10:30 | 1 CPD Hours
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The evolving scope of fiduciary duties in responsible investing
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Balancing financial performance with environmental and social goals
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Navigating client demands for values-based investment strategies
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Regulatory expectations for ESG integration and reporting
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Practical approaches to measuring and evidencing responsible outcomes
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Cross-Border Risk Management in 2026: Navigating Conflicting Regulatory Regimes
16 September 2026 | 09:30-10:30 | 1 CPD Hours
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Identifying and managing regulatory conflicts across jurisdictions
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Practical strategies for resolving overlapping compliance obligations
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The role of governance frameworks in mitigating cross-border risk
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Lessons from recent enforcement and regulatory cooperation
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Tools for effective monitoring and documentation of decisions
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Sanctions Compliance in Jersey: Licensing, Reporting and Enforcement in 2026
06 October 2026 | 09:30-10:30 | 1 CPD Hours
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Jersey’s sanctions framework and international alignment
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Licensing requirements and application process
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Reporting obligations and compliance challenges
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Enforcement actions and lessons learned
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Strengthening internal sanctions controls
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Modern Trust Deeds in 2026: Drafting, Administration and Enforcement Across Jurisdictions
09 November 2026 | 09:30-10:30 | 1 CPD Hours
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Trends in modern trust drafting to meet global client needs
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Common pitfalls in administration and how to address them
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The role of protectors, enforcers and reserved powers
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Enforcement considerations in multi-jurisdictional disputes
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Practical guidance on balancing flexibility with certainty
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Digital Assets in Trusts: Legal Recognition, Custody and Compliance in 2026
02 December 2026 | 09:30-10:30 | 1 CPD Hours
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Recognition of digital assets within trust structures
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Practical custody solutions and safeguarding client assets
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Regulatory challenges of integrating digital assets into trusts
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Tax and reporting implications for trustees
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Future outlook for digital assets in wealth planning
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