Estate & succession planning

20 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. —

All businesses

Trust & Fiduciary

St Pierre du Bois·Professional services·Est. 1998

Acquired by Beauvoir Group in 2025

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 (inferred from the source page)

Also Company administration · Trust administration · Investment oversight & monitoring

Related capabilities

Other capabilities nearby in the graph — the count is how many businesses do each.