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).
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
Inspired by the beauty and endurance of natural minerals, the striking new brand imagery reflects the company’s solid foundations.
Many high net worth individuals, families, entrepreneurs and businesses are familiar with using offshore structures for tax planning purposes.
Praise from work colleagues and friends for Alison Cowin's hard work, loyalty and commitment as she celebrates a significant career milestone.