Trusts, Estates & Private Client
St Peter Port·Professional Service
An independent advocate specialising in inheritance matters, offering legal advice on estate and succession planning.
Phone+447781123930
Estate & succession planning
18 businesses across GuernseyProfessional services
Advice and representation on personal estate and international succession-planning matters.
Eighteen firms offer estate and succession planning. For Advocate Sarah Morgan, it is her whole trade; for 6 others, including Albany Trustee Company, it is a main offering. The remaining 11 firms, such as Cazenove Capital (founded 1823), offer it within a broader portfolio. Fifteen of these firms are in St Peter Port. —
Trust & Fiduciary
St Peter Port·Professional Service·Est. 1970
This independent fiduciary and family office firm specialises in long-term estate planning for high-net-worth private clients.
From their website
Long-term estate planning
Also Company administration · Trust administration · Trustee services
Phone+441481724136
Financial Advisory Planning
St Sampson·Professional Service·Est. 1977
This GFSC-licensed fiduciary firm, established in 1977, specialises in wealth structuring and trust administration for clients.
CredentialsSTEP
From their website
Asset protection (including cryptocurrency and digital assets)
Also Family office services · Tax compliance · Yacht & aircraft administration
Phone+441481721374
Emailenquiries@saffery.gg
Trust & Fiduciary
St Martin·Professional Service·Est. 2003
Acquired by Fort Group in 2025
A GFSC-licensed trust and corporate services firm, with estate and succession planning a significant area of focus.
Phone+441481234443
Webcogent.gg
Emailinfo@cogent.gg
Trust & Fiduciary
St Peter Port·Professional Service·Est. 2015
A St Peter Port fiduciary and corporate services provider, offering estate and succession planning as a key service for private wealth.
Phone+441481723573
Corporate Tax Services
St Peter Port·Professional Service·Est. 1972
A fiduciary group providing private client expertise, estate and succession planning is a key service for wealth preservation.
Phone+441481812900
Webdixcart.com
Trust & Fiduciary
St Pierre du Bois·Professional Service·Est. 1998
Acquired by Beauvoir Group in 2025
A trust and fiduciary services company, offering estate planning as a central part of its private client and wealth protection services.
Phone+441481266777
Compliance Law Firms
St Peter Port·Professional Service·Est. 1939
An international offshore law firm, established in 1939, offering advice on personal estate and international succession planning.
Inheritance and estates
Also Private client & trusts law · Offshore & cross-border law · Investment funds law
Phone+441481812812
Tax Services
St Peter Port·Professional Service
A sole-practitioner chartered accountancy and tax advisory practice; estate planning is offered alongside inheritance tax planning.
From their website
Estate and inheritance tax planning
Also Tax advisory & planning · Personal tax · Tax residency & domicile
Phone+44 (0)1481 736909
Webtsbtax.gg
Emailinfo@tsbtax.gg
Trust & Fiduciary
St Peter Port·Professional Service·Est. 1998
An independent fiduciary group, Beauvoir Group offers estate planning as part of its private client services.
CredentialsSociety of Trust and Estate Practitioners (STEP), Guernsey Investment Fund Association, NED Forum
Pricing & termsSettlor or beneficiary · Hni individual · Private client · High net worth individuals · Private individuals +1 more
Also Company administration · Trust administration · Investment oversight & monitoring
Phone+441481810600
Investment Management
St Peter Port·Professional Service
Acquired by Schroders
✦203-year heritage (1823)
This St Peter Port wealth management firm provides advice on personal estate and international succession planning matters.
Pricing & termsFamily trusts
Also Investment management · Family office services · Private banking
Phone+441481703700
Trust & Fiduciary
St Peter Port·Professional Service·Est. 1973
An independently owned trust and corporate services provider; estate planning is offered alongside trusteeship and corporate administration.
Phone+441481711144
Webfort.group
Emailhello@fort.group
Trust & Fiduciary
St Peter Port·Professional Service·Est. 2007
This independent fiduciary and investment services company includes estate and succession planning within its private wealth management.
Credentialssociety_of_trust_and_estate_practitioners_(step)
Also Trustee services · Fund administration · Family office services
Phone+441481727240
Weblancaster.gg
Emailinfo@lancaster.gg
Corporate Services
St Peter Port·Professional Service·Est. 1972
This professional services group offers estate planning as a component of its private wealth management services.
Phone+441481737600
Emailinfo@praxisgroup.com
Trust & Fiduciary
St Peter Port·Professional Service·Est. 1994
This fiduciary group offers estate planning as one of its services, supporting asset protection and succession.
Phone+441481719270
Trust & Fiduciary
St Peter Port·Professional Service·Est. 1994
A fiduciary firm offering trust and company services; estate planning is one of its services for international clients.
Phone+441481719270
Emailinfo@ptctrustees.com
Litigation & Dispute Resolution
St Peter Port·Professional Service
This law firm advises on international estate planning and inheritance law as part of its private client services.
Also Litigation · Property law · Trust administration
Phone+441481724124
Webabt.gg
Trust & Fiduciary
St Peter Port·Professional Service
This independent fiduciary services firm provides estate and succession planning as part of its wealth structuring and administration.
Phone+441481723674
Related capabilities
Other capabilities nearby in the graph — the count is how many businesses do each.