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.
Alison is an experienced Senior Trust and Company Administrator with more than 30 years’ experience working in the fiduciary sector.
She is responsible for the day to day management of a portfolio of client structures which include aircraft, employee trusts, investment and property holding companies and family trusts.
Alison handles accounting transactions, drafts and reviews agreements, prepares statutory documents, performs file reviews, attending client meetings and ensures high levels of service standards while complying with the relevant regulations and legislation. She has developed many long-standing, close working relationships with her clients and their advisers.
She has a Certificate in Offshore Administration and assists with staff training on the company’s bespoke client administration system.
Alison is a member of the Isle of Man Archery Club and has in recent years been team manager for the Island Games.
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
An exempt scheme is a type of investment fund that appeals to sponsors and investors seeking flexibility without unnecessary regulatory restrictions.
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.
