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British Virgin Islands Probate in Practice (02 April 2019)
Tuesday 02 April 2019, 12:00 - 14:00

About this Seminar

For shares in a BVI company held personally or via a nominee arrangement, such shares will be effectively frozen upon the passing away of individual shareholders. A BVI grant is required to transfer the deceased shareholder’s shares.

On 1 November 2017, BVI introduced the Eastern Caribbean Supreme Court (Non-Contentious Probate and Administration of Estates) Rules 2017, revoking the old probate rules. From that effective date, all new and pending applications will be subject to the new rules, irrespective of the date of death.

The new rules have introduced several very important changes to the documents and process involved. In this seminar, the speakers will cover the following key changes:

• Grant entitlement for non-BVI domiciled deceased

• Declaration of estate value • New statutory forms

• Filing an estate account

• Timing and form for an advertisement

• New filing fee schedule

The speakers will also outline the procedure of obtaining probate in BVI.

Seminar Programme

12.00 –12.30pm

Registrations & Refreshments


12.30 – 12.40pm

Opening Remarks by Chairperson

Mr Derek Too – Director, UBS AG



British Virgin Islands Probate in Practice

  • Mr Marcus Leese – Partner, Ogier
  • Ms Wisdom Hon – Senior Associate, Ogier

1:40 –2:00pm

Q&A Session

About the Speakers: 



Mr Marcus Leese – Partner, Ogier

Marcus has a broad practice but with a particular focus on private client, trusts, foundations, wills and estates (and related banking and finance, corporate and commercial work) for high net worth entrepreneurial clients and their businesses. He is an admitted and practising lawyer in both the BVI and Guernsey. He is also admitted as a barrister and solicitor of the High Court of New Zealand and as a solicitor of the High Court of England and Wales. He joined the Guernsey office of Ogier in 1999 and became a partner in 2005. He relocated to our Hong Kong office in 2010 on a four-year secondment and returned to Guernsey in January 2014.


Ms Wisdom Hon – Senior Associate, Ogier

Wisdom advises on all issues concerning private wealth matters, with particular focus on trusts, foundations, family governance, wills, probate, estate administration and mental capacity. She holds the STEP Advanced Certificate in Cross-Border Estates with Distinction. She is experienced in advising individuals whose nationality, residency and domicile are in different jurisdictions. She is an admitted and practising lawyer in BVI and is fluent in English, Cantonese and Mandarin in our Hong Kong office to serve clients in Asia. She is also admitted as a solicitor in England and Wales and Hong Kong.

About the Chairperson:


Mr Derek Too – Director, UBS AG

Derek has over the last 10 years worked with high net worth individuals and families on their succession and wealth structuring plans. His main area of focus is setting up structures to hold the financial and other private assets of clients with the view of meeting their wealth transference objectives in the form of trusts, corporate structures, funds or a combination of these. Having dealt with a diverse range of clients, he has had the opportunity to work with many unique family situations and as a result, conceptualised solutions to varying needs. He holds a Bachelor of Commerce (Hons) degree, Bachelor of Laws and a Master of Laws from the University of Melbourne.

Registration  Fees

Membership Type


Members of STEP 


Chartered Institute for Securities and Investment (CISI) Singapore, CFA Singapore, CPA Australia, CPA Singapore/ISCA, 

International Fiscal Association (IFA), Law Society of Singapore, Singapore Corporate Counsel Association (SCCA),

Singapore Trustees Association (STA), Singapore Association of the Institute of Chartered Secretaries and Administrators (SAICSA) 

Singapore Institute of Accredited Tax Professionals (SIATP) 




 Download brochure HERE.

Location :The Suite Room, Credit Savvy Group Pte Ltd, 10 Anson Road #28-15 International Plaza Singapore 079903
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-65512784
Registrations are now closed

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