Patricia Montgomery

Patricia is a partner in the trusts and private wealth team in Guernsey with over 25 years' experience in her specialist field. She advises a variety of private clients and fiduciaries on all fiduciary law aspects, in particular the creation and administration of offshore trusts and corporate and charitable structures, including commercial and private trusts and foundations. She also advises in relation to succession, pensions and estate planning matters.

Patricia’s advice is frequently sought by fiduciaries in relation to their regulatory and compliance obligations, terms of business and take-on documentation. She is also regularly instructed by private individuals, global institutions and law firms to assist regarding Guernsey inheritance laws, the creation of wills, grants of probate, lasting powers of attorney and the administration of estates. She has vast experience in managing the process of the winding up of straight forward and the more complex estates, which may involve significant assets, multiple beneficiaries or potential disputes, and she ensures all legal obligations are met and the process runs smoothly.