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.
A graduate of Hull University with an honours degree in Accounting, Sam is a Chartered Accountant and a member of the Institute of Chartered Accountants in England and Wales. She holds a diploma in International Trust Management and is a member of the Society of Trust and Estate Practitioners (STEP). Sam was awarded a certificate in Anti-Money Laundering from the International Compliance Association, and is an associate member of the Institute of Directors.
As a Director at Abacus, Sam oversees client service delivery and financial reporting for trust, company, and fund clients. She drives operational and technical excellence, guiding staff in providing bespoke financial services tailored to the complex needs of a diverse client base.
Sam has built and leads highly motivated, skilled teams, fostering a proactive culture that anticipates and responds to emerging priorities. She regularly collaborates with other professional advisers, forging partnerships to enable individuals and entities achieve their strategic goals.
An advocate for compliance and integrity, Sam plays a key role in upholding the highest standards of governance. She leads the development and implementation of robust policies to not only meet but also exceed stringent regulatory requirements.
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
When Yvon Chouinard, founder of Patagonia, restructured the company to a purpose trust in 2022, it shone a light on this form of corporate ownership.
In their latest briefing note the Abacus client services team looks at various scenarios, solutions and outcomes of a Discretionary trust.
Abacus has the experience and expertise to create and manage bespoke trusts, companies and funds to help our clients achieve their ambitions.