Practice Expertise
Areas of Practice
- Banking and Finance Litigation
- Commercial Litigation
- Corporate Disputes
- Corporate Trust Structures
- Dispute Resolution and Litigation
- Estate Planning
- Family Office
- Fund Regulation and Compliance
- Funds Regulation and Compliance
- Insurance and Personal Injury
- Insurance Business and Intermediaries
- Insurance Law
- Investment Business
- Private Client
- Private Trust Structures
- Regulation of Trust Company Business
- Regulatory
- Tax Related Disclosure Notices
- Taxation and Economic Substance Requirements
- Trust Litigation
- Trusts and Private Wealth
- Wills and Inheritance View More
Profile
Wendy is counsel in the trusts and private wealth group and acts for trustees, beneficiaries and protectors in all aspects of fiduciary law and regulation, specialising in contentious and non-contentious trust proceedings before the Royal Court of Guernsey, including administrative applications by trustees for directions.
Wendy has significant experience in advising on Guernsey, Jersey and UK non-contentious trusts, banking, corporate advisory, regulatory and compliance matters gained in her previous role as a senior in-house counsel with an international bank, and deals with all aspects of non-contentious trust and fiduciary work, including advising on complex trust structures, drafting trust and ancillary instruments and advising trustees in connection with the establishment and ongoing administration of trusts. Wendy is also noted as a Key Lawyer in Carey Olsen's trust team by Legal 500 UK.
Wendy's memberships include the Association of Contentious Trust and Probate Specialists (ACTAPS), the Society of Trust and Estate Practitioners (STEP), and the Chancery Bar Association (ChBA).
Areas of Practice
- Banking and Finance Litigation
- Commercial Litigation
- Corporate Disputes
- Corporate Trust Structures
- Dispute Resolution and Litigation
- Estate Planning
- Family Office
- Fund Regulation and Compliance
- Funds Regulation and Compliance
- Insurance and Personal Injury
- Insurance Business and Intermediaries
- Insurance Law
- Investment Business
- Private Client
- Private Trust Structures
- Regulation of Trust Company Business
- Regulatory
- Tax Related Disclosure Notices
- Taxation and Economic Substance Requirements
- Trust Litigation
- Trusts and Private Wealth
- Wills and Inheritance
Professional Career
Wendy qualified as Solicitor in New South Wales, Australia in 1993 and as a Solicitor of the High Court of Australia in 1995. She worked with two top tier international firms in Sydney before moving to Guernsey in 2002.
Wendy qualified as a Solicitor in England & Wales (currently non-practising) and obtained her Certificate d'Etudes Juridiques Françaises et Normandes at the Université de Caen Basse-Normandie in France in 2006 before being admitted as an Advocate of the Royal Court of Guernsey later that year.
Wendy worked for another large offshore firm in Guernsey before joining Carey Olsen in 2009, and spent two years from 2016 as Senior Legal Counsel with SG Kleinwort Hambros Bank (CI) Limited before re-joining Carey Olsen as Counsel in our Trusts & Private Wealth Team at the end of 2018.
Wendy has extensive general commerical and trusts litigation experience and advises on all aspects of contentious and non-contentious trusts and private client work.
Wendy is a member of the Association of Contentious Trusts and Probate Specialists (ACTAPS), the Society of Trust and Estate Practitioners (STEP), the Chancery Bar Association, the Law Society of England & Wales and the Guernsey Bar.
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