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.
Lucy undertakes bookkeeping, tax computations, as well as preparing and reviewing financial statements for trusts and corporate entities.
She works closely with the Client Services team as well as liaising with property managers, investment managers and auditors. Lucy also supervises one other member of the team.
During her career she has acquired experience in producing and submitting personal, trust, company and UK non-resident landlord tax returns, corporation tax returns, Isle of Man VAT returns and Annual Returns. She has a detailed understanding of preparing monthly and quarterly management accounts, reports for board meetings, the compilation and distribution of weekly debtors’ information, payroll and billing as well as monitoring and controlling processes in respect of cash, income and expense transactions.
Lucy is a qualified Certified Accounting Technician, has a Level 3 extended diploma in Business and is currently studying with the Association of Chartered Certified Accountants (ACCA).
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
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties.
Abacus helps parents establish trusts to ensure their children’s well-being and security if they are unable to provide it themselves.
Each Abacus client has unique goals and objectives, so they value our ability to establish and manage trusts, companies and funds designed to their specific needs.
