Covid-19 message

Firstly, we are absolutely committed to you, our clients, and we will continue to support you in these unprecedented times. Our dedication to all our people, both our own and our clients, is paramount and we remain here to help.
We have made some modifications to our working practices to ensure the health and wellbeing of our people is at the forefront.  We believe we can continue to serve you and be here for you, if not in person, certainly by video, email, telephone and messaging, continuing to stay in touch and conduct our business in all ways other than face-to-face. 

As part of our business continuity plan and following the decision by the Guernsey and Jersey Governments to lockdown the Islands for all non-essential works, all appropriate staff now have the necessary infrastructure to work remotely from home, which has now been implemented.  You should therefore continue to contact your primary / day to day contacts by email, regarding your structure.
Should you have any concerns regarding your structure in light of Covid-19, then please do not hesitate to contact:

Guernsey Private Client Services-  Nick Ford at or telephone + 44 7781 175529 
Jersey Private Client Services - Sean Baudin at or telephone +44 1534 600333 
Jersey Fund Services – Nick Solt at or telephone +44 1534 600238

Jersey Promotions

With effect from 1 January 2020, Brian Marek-Murray has been appointed as Finance Director for Moore Stephens Channel Islands.  Based in Jersey, Mr Marek Murray joined Moore Stephens as Group Finance Manager in 2017 and as part of his expanded role will join the boards of the service companies in each island.


From Monday 9 September 2019, many firms across our global accounting and consultancy network Moore Stephens relaunch our brand to become ‘Moore’. The unveiling of a new logo, visual identity and brand positioning marks the continued evolution of a network of more than 260 independent firms in 112 countries and a client-focused professional community of more than 30,000 people.

Moore Stephens Jersey retains STEP Platinum Employment Partner accreditation

Moore Stephens has retained its Platinum Employment Partner accreditation.
The Society of Trust and Estate Practitioners (STEP) Employer Partnership Programme (EPP) offers a benchmark to assess learning and development provision and is a recognised kite-mark within the wealth advisory industry.  The Platinum award achieved by Moore Stephens in Jersey represents STEP’s highest level of accreditation.  

Promotions in Guernsey

 Moore Stephens has made two promotions in its Guernsey office, a clear indicator of the way we develop our employees and help them progress in their careers. Managing director of Moore Stephens Guernsey, Sam Bird, said the promotions were a significant step for the team: “Making promotions is always rewarding so we are thrilled that Sam and Kim will be continuing their careers with us and adding to their experience and knowledge as they make the step up to manager level.”

More positive news for Jersey’s funds industry

Following the recent news that the value of regulated funds under administration in Jersey has reached record highs in excess of £300bn, the islands regulator, the Jersey Financial Services Commission has released data on the rise in  the number of alternative fund managers choosing to market their funds through national private placement regimes (NPPRs), reports Jersey Finance.

Senior fund role for Geary at Moore Stephens

Moore Stephens has appointed Richard Geary as senior manager in their Funds Services division.
Based in Jersey, Mr Geary will lead the offshore funds team with a focus on real estate and private equity, working with a cross-section of clients, from global institutions and sovereign wealth funds through to international family offices.

Senior promotion in Trust & Corporate Services

Moore Stephens today announced some recent promotions within their Trust & Corporate team in Jersey with the appointment of Billi-Jean Brown as Associate Director with oversight of the Trust & Corporate administration team.
Also within Trust & Corporate, Emma Cotillard has been promoted to Section Head and Charlotte Black to Trust Administrator.

Non-dom tax update

Following the end of the tax year on 5 April, many long-term non-doms (broadly speaking, those who have been UK-resident for 15 years) will be completing a tax return on a worldwide basis for the first time.

Retirement postponed! Lack of exit strategy a problem for SME directors

A growing number of SME company directors are now stuck running their businesses into their 70s instead of retiring, as they haven’t planned their exit early enough. 

Our latest research reveals that one in eight (12.3%) directors of small and medium-sized businesses are aged 70 or over – some 73,430 people in 2017/18*. This is up from 72,400 SME directors over 70 the previous year. 


How do you put a price on passion?

At the recent Jersey Finance Private Wealth Conference in London, several high profile experts joined a panel to discuss the ups and downs of alternative asset investing, and to make the case for their own specialist area as the best asset class for investors to back in the current market.


Strength in numbers

Being part of a network can be a powerful thing. At Moore Stephens we are lucky to be our own business yet still have access to a wealth of expertise and experience that is distributed around the world in other Moore Stephens businesses.

Figures Reflect Appeal of Jersey’s Private Placement Regime and Strong Uptake in New Fund Structure

The number of alternative fund managers marketing into Europe through Jersey’s national private placement regimes (NPPRs) continued to rise during the first half of 2017 whilst there has been a strong uptake in the latest addition to Jersey’s regulatory framework, according to mid-year figures from Jersey’s regulator the Jersey Financial Services Commission (JFSC).

Non-dom Update

It has been announced by the UK Government that the Finance Bill proposals relating to non-doms that were dropped prior to the election will be reintroduced, and that they will take effect from 6 April 2017 as originally envisaged. It is not clear when this will occur – the statement simply says "as soon as possible", and that could be as late as October, subject to no change of government.

Demanding public disclosure creates more problems than it solves

‘Opening up everyone’s cupboards in the expectation that it will make everything better’ is not only wrong, but naïve and potentially damaging to clients, according to James Quarmby of law firm Stephenson Harwood. Quarmby was speaking at the Jersey Finance Private Wealth Conference about the increasing drive for transparency in international finance and the tension caused in relation to data protection and a client’s right to privacy.

Jersey’s innovation is driving growth

Seeking an informed perspective is critical to Jersey’s success as an international finance centre, delegates to the Jersey Finance Funds Conference were told. Jonathan Pugh-Smith, legal counsel for Bregal Investments was speaking as part of a panel and stressed that the island needed to focus on internal matters, but not ‘bury its head in the sand’.

Jersey Finance Fund Conference 2017

There are risks for Jersey, but we are not risk averse.
This was the message from Geoff Cook at this year’s Jersey Finance Funds Conference in London. The risks are self-evident – the impact of Brexit, the unpredictability of the Trump presidency, changes in China and other emerging markets.

Beware the taint

Tainting will be a major theme for trust practitioners under the new HMRC rules for offshore trusts. At the recent BL Guernsey Trusts Conference Moore Stephens’ Hazel Johnson joined Carolyn Steppler from EY to discuss issues for tax and taxation in the world of trusts.

Changing world for trusts

How will global demographics affect the trust industry? That was the question posed by Andrew Holden of XXIV Old Buildings at the recent BL Guernsey Trusts Conference. Headline information on demographics shows a population explosion around the world and, significantly, more people now live in urban than rural areas.

Red flags

Trustees have a duty of care to their clients, and this is never more pressing than when discussing the issue of fraud and the financial abuse of the vulnerable. Professor Robin Jacoby of Oxford University addressed the recent BL Guernsey Trusts Conference on this topic, comparing practice in the trust sector with that of the act of making a will.

Is the clock ticking for trusts?

Are trusts a thing of the past or can they adapt and thrive in the new international finance landscape? This was the topic for debate at the recent BL Guernsey Trusts Conference, and the subject of the first panel event featuring lawyers from Walkers and Mourant Ozannes alongside senior tax manager Paul Beale of KPMG.

Profile: Angus Taylor

Our Head of Trust & Corporate, Angus Taylor was recently interviewed by Moore Stephens London’s Family Office publication, Wealth Wise. He told them how he is keen to serve more international clients from around the world.