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 gives valuable support to the client services team assisting her colleagues in the preparation of minutes, payments, reports, distributions and bank reconciliations.
She also helps collate information for due diligence reviews and keeps Abacus’ bespoke in-house client administration system up to date. Sam is developing her skill-set in the corporate and trust sector by studying for the Certificate in International Trust Management with the Society of Trust and Estate Practitioners, the global professional association for those who specialise in inheritance and succession planning.
Sam was awarded a First-Class BA (Hons) in Classical Studies from the University of Lincoln and successfully completed internships at the British School at Athens and as a field archaeologist with Florida State University at Cosa in Tuscany.
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.