Serle Court & Maples Group: Cross-Border Private Client & Trusts Series – Webinar 2

Serle Court & Maples Group are pleased to launch the second session of Cross-Border Private Client & Trusts webcasts. The second panel focuses on Anti-Bartlett Clauses.

This session chaired by Maples London Partner, Ray Davern and presented by panellists Richard Wilson QC (Serle Court), Matthew Morrison (Serle Court), and Alex Way (Maples Group), will discuss the following topics:

The English law background to, and the perceived need for, anti-Bartlett clauses.
Analysis and discussion of the Zhang Li v DBS decision of the Hong Kong Court of Final Appeal upholding a well-drafted anti-Bartlett clause under Jersey law.
Discussion of the different types of anti-Bartlett clause (exclusion of duty vs power to intervene), whether all trusts should include an anti-Bartlett clause of some description and pitfalls for trustees administering trusts subject to anti-Bartlett provisions.

The panels are a virtual series of debate-style sessions addressing topics that are both current and controversial in the trusts industry in 2021. The series of webcasts will be of interest to lawyers, attorneys and solicitors (both onshore and offshore), trust management specialists and trustees.

Webinar 2, Anti-Bartlett Clauses will be available to watch on-demand from Wednesday, 1st December 2021. If you would like to receive the recording via email, please contact our BD team here to be added to our mailing list.

Related Barristers

Described by The Legal 500 as “one of the stars of his generation”, Richard Wilson KC specialises in litigation, drafting and advisory work across traditional and commercial chancery. His practice focuses on trusts and probate, both contentious and non-contentious, related company and partnership law, claims under the Inheritance (Provision for Family and Dependants) Act 1975, tax, professional negligence and civil fraud.

Richard has acted in many of the most significant and high-value cases in these areas in recent years. He is currently involved in several disputes concerning the estates of ultra-high-net-worth individuals (UHNWIs) in England and overseas.

His practice frequently involves offshore matters and private international law. He has appeared before the Privy Council, the Supreme Court and Court of Appeal of Gibraltar, the Supreme Court and Court of Appeal of Bermuda, the Supreme Court of The Bahamas, the Grand Court of the Cayman Islands, and the Eastern Caribbean Supreme Court and Court of Appeal. He has also provided expert evidence on English law before the Royal Courts of Jersey and Guernsey.

Richard regularly acts in disputes across all the principal offshore jurisdictions. A significant proportion of his practice involves international clients, particularly those based in Asia, including Hong Kong.

Richard Wilson KC

Call: 1996
Silk: 2016

Matthew Morrison KC has a broad commercial chancery practice, with particular expertise in civil fraud, company and partnership disputes, and insolvency litigation.

Described by Chambers UK 2027 as an “outstanding barrister” who is “technically brilliant, fantastic with clients and someone whose cross-examination is exceptional”, Matthew regularly appears in the High Court and Court of Appeal and has acted in proceedings before the Grand Court and Court of Appeal of the Cayman Islands, the Eastern Caribbean Supreme Court (BVI), the Supreme Court of Gibraltar, the Isle of Man High Court of Justice and the Dubai International Financial Centre Courts. He also has significant experience assisting advocates before the Royal Courts of Jersey and Guernsey. He is generally admitted to the BVI Bar and is currently admitted ad hoc on a number of matters in the Cayman Islands.

Matthew is an established legal author. He has written widely read PLC practice notes on minority shareholder remedies and edits chapters on directors’ duties and disqualification, and insolvency, in Gore-Browne, Butterworths Corporate Law Service, Tolley’s Company Law Service and Tolley’s Company Law Handbook; and on unfair prejudice, misfeasance and disqualification in the Law of Limited Liability Partnerships (Whittaker and Machell (6th ed.), 2026).