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.
With more than 20 years’ experience in the fiduciary industry, Gemma is responsible for the relationship management of a portfolio of complex structures that include discretionary trusts, excluded property trusts, protected settlements, foundations, limited partnerships, joint ventures and companies. On behalf of private and corporate clients these hold a wide range of assets including investments, intellectual property, luxury holdings, commercial and residential real estate.
In recent years Gemma has focused on supporting her HNW, UHNW clients and their families who are UK resident nom-doms, private equity executives, landowners and entrepreneurs with issues around wealth management, asset protection, succession and estate planning, often assisting the second and third generations of a family.
Gemma leads business development initiatives and assists with commercial strategy. She is a highly motivated individual who works closely with other professional advisers and intermediaries to develop proposals to meet the needs and objectives of clients who appreciate the attention, time and expertise she gives them.
Gemma is member of the Society of Trust and Estate Practitioners, the Chartered Management Institute and the Institute of Directors.
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 foundation is a flexible and robust tool for private wealth management, charitable endeavours and commercial transactions.
Abacus has become a supporter of the Isle of Man Arts Council’s Modern and Contemporary Loan Collection.
Many high net worth individuals, families, entrepreneurs and businesses are familiar with using offshore structures for tax planning purposes.