Mr Rupert Morris
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

12-14 New Street
St Peter Port
GY1 2PF
Guernsey

Practice Areas: Charity formation/administration, Civil-law planning (incl foundations), Compliance/regulation, Contentious trusts and estates, Cross-border estates, Dispute resolution, Family office, Philanthropy, Tax, Trust planning/administration, Wills and probate
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Profession:
Lawyer/Solicitor/Attorney
Firm:
Walkers
Branch/Chapter:
STEP Guernsey
Committees:
Council, Guernsey Branch Committee
Special Interest Groups:
Business Families | Contentious Trusts and Estates | International Client
Biography:

Expertise: Wealth structuring, trust planning/administration, international private client, contentious trust and probate, litigation, insolvency and restructuring, regulatory and compliance.

Rupert is a partner with Walkers and heads up the Wealth Structuring Team in Guernsey. Rupert qualified as a Guernsey Advocate in 2010 and specialises in all forms of trust and private client work. 

Rupert has substantial experience of working with high and ultra-high net worth individuals, their advisers, family offices and fiduciaries, as well as many of the leading financial institutions globally, on all aspects of international wealth structuring.  In particular he is instructed by many leading fiduciaries, financial institutions, Government Departments and UHNW individuals in respect of all aspects of local and cross-border:

·          private client advisory and structuring work;

·          impact investment and charitable structures; and

·          trust applications and regulatory investigations (including Dawn Raids).

In addition to non-contentious advisory and wealth structuring work, Rupert has appeared regularly before both the Royal Court of Guernsey and the Court of Appeal.  His practice includes acting for institutions, UHNW individuals, beneficiaries and trustees in contentious trust matters as well as in respect of various consensual applications to the Royal Court.  He is experienced in successfully conducting trials before the Guernsey Courts at all levels, both at first instance and on appeal.

Rupert's practice also involves assisting local fiduciaries and institutions with various regulatory issues, particularly in the field of directors' duties and liabilities and regulatory investigations.

Rupert is acknowledged as a "Leading Lawyer" in the "Contentious Trust" category in the 2017 Citywealth Leaders List.

Notable Cases:
In the matter of Synergy Capital Limited (Court of Appeal) 
Albany Trustee Limited v Jeandin & Cristofolini (Royal Court)
Hamon & Jennings v Law Officers of the Crown (Royal Court on appeal)

Professional:  Advocate - Guernsey, Solicitor - England & Wales, STEP - Society of Trust and Estate Practitioners (TEP), ConTrA - Contentious Trusts Association (full member), Chancery Bar Association (overseas member), AIJA - Association Internationale des Jeunes Avocats (full member), ARIES/INSOL - Association of Restructuring and Insolvency Experts (full member).

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