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EstateGlobal / Guernsey Trust

🇬🇬 Guernsey · Trust planning

A thoughtful structure. A lasting conversation.

Prepare for a Guernsey trust discussion with clarity on family objectives, fiduciary oversight, and the work of ongoing administration.

Understand the key decisions
Your purposebefore the paperworkYour checklistbefore the consultation
Guernsey TrustFiduciary oversight & continuityPart of EstateGlobalIndependent information

The starting point

Understand the decisions.
Then consider the documents.

Use this guide to prepare for a qualified adviser’s review of a Guernsey trust.

The Guernsey Financial Services Commission publishes information on its fiduciary sector. Verify the status and scope of a proposed provider and obtain current legal advice on the structure.

Official reference: Guernsey FSC — Fiduciary sector ↗
01

Fiduciary relationship

Discuss the trustee’s experience, responsibilities, conflicts policy, and how important decisions are reviewed.

02

Family governance

Outline who should be consulted, how wishes are recorded, and what should happen when family circumstances change.

03

Cross-border coordination

Bring together advisers for the assets, settlor, trustees, and beneficiaries, including any planned relocation.

For your first conversation

Three questions
worth asking.

Bring your priorities into the room. Ask for clear answers, a written scope, and the full picture of ongoing responsibilities.

  1. Who would actually administer my trust?
  2. How are conflicts and complaints handled?
  3. Which advisers must review the cross-border consequences?

From intention to a considered decision

Three steps.
A more useful conversation.

Begin with a free planning brief. Decide what help you need once the questions are clear.

01

Clarify what matters

Choose your main priority and explore a jurisdiction, or keep your options open.

02

Prepare your brief

Organise your intentions, decision-makers, existing documents, and cross-border questions.

03

Scope the right advice

Ask the team about next steps. Any paid advice, formation, or administration needs an agreed scope and fee before work begins.

Planning responsibly. Do not transfer assets or sign formation documents based on this guide. Disclose existing obligations and obtain coordinated legal and tax advice in the relevant jurisdictions. Privacy does not mean secrecy from lawful reporting.

Useful answers

Before you
take the next step.

Does regulation make a particular trust suitable for me?

No. Provider oversight and personal suitability are separate questions. You still need legal and tax advice on the proposed arrangement.

Can the plan support a family living in several countries?

That is a question for coordinated advisers. Identify every relevant residence, citizenship, asset location, and expected move before choosing the structure.

Will this tell me which structure to set up?

It gives you a starting brief and questions to discuss—not a recommendation or a legal or tax conclusion. The right answer may be a trust, a foundation, changes to your existing estate plan, or no new structure at all.

What does it cost?

The website guides and personal checklist are free. Professional advice, formation, administration, and third-party fees are separate. Ask for an itemised written scope; this site does not offer checkout or publish a fixed formation price.

Do I have to provide financial information?

No. The checklist asks only for a planning priority and an optional jurisdiction. Keep names, account details, asset values, and sensitive documents out of this website and your initial enquiry.

Can I keep my progress?

Yes. Choose “Save on this device” after your preview. It uses this browser’s local storage, not a cloud account. You can also print or save the checklist as a PDF. Different domains have separate browser storage.

The EstateGlobal network

Explore the place.
Understand the structure.

12 focused guides. Each one helps you prepare the right questions, understand the responsibilities, and take a considered next step.

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