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.
Charlotte performs a wide range of processes within the finance department to ensure the accurate and timely maintenance of financial information.
She contributes to the smooth operation of the company’s month end accounting functions. Her duties include reconciling expenses and credit cards, processing payments for external creditors in a timely manner and administering monthly payroll.
Charlotte supports the Finance Manager with various month end schedules, reconciling balance sheet accounts and the preparation of monthly management accounts.
During her career Charlotte’s focus has been in the finance sector with roles in funds, accounts, payroll and trust administration.
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
A private trust company (PTC) is a bespoke wealth planning vehicle that provides a settlor and their family with greater control over the administration and governance of a trust.
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.
