Meet The Team
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
Sam leads the client service and client accounting teams delivering a full suite of bespoke financial services.
She works alongside clients and intermediaries to establish and manage a wide range of complex multi-jurisdictional trust and corporate structures and her expertise includes UK commercial, residential and agricultural property, private company shares and high value international investment portfolios. Sam's client base is geographically spread, including the Isle of Man, UK, Europe and the Middle East.
Sam is adept at partnering and collaborating with other professional advisers to deliver a personalised service tailored to the specific needs of each client.
Sam graduated from Hull University with a degree in Accounting, she is a qualified Chartered Accountant, a member of the Institute of Chartered Accountants in England and Wales (ICAEW), a member of the Society of Trust and Estate Practitioners (STEP) and an associate member of the Institute of Directors.
Abacus would enjoy hearing your story and your aspirations – we would welcome the opportunity to explain how and why Abacus should share your journey. Please email us at info@abacustrustgroup.com to arrange a call.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
King Charles III and Queen Camilla cast aside a number of traditions and customs at their coronation in favour of putting their blended family at the forefront of the millennium-old ceremony.
The power struggles at the heart of the Roy family in the HBO series, Succession, exposed the competing interests in advancing a family legacy.
With a trust the legal ownership and control of an asset passes from the individual creating the structure (referred to as the settlor) to the trustee.