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.
Melanie (Mel) is a key member of the client accounting team, responsible for a broad range of bookkeeping and financial reporting tasks.
Her role includes transaction processing and the preparation and review of financial statements for both trust and corporate entities.
She works closely with the Client Services and Fund teams to ensure the timely and accurate delivery of financial reports, supporting both regulatory compliance and high standards of client service.
Over the course of her career, Mel has acquired a great of experience in preparing and submitting a wide variety of tax returns, including personal, trust, company, UK non-resident landlord, corporation tax, Isle of Man VAT, and Annual Returns. She is also highly skilled in the preparation of management accounts, board reports, billing, and weekly debtor reporting, as well as in monitoring and controlling cash flow and financial transactions.
Mel is a Fellow of the Institute of Accountants and Bookkeepers and brings a meticulous, organised, and client-focused approach to her work.
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 increasing number of high-net-worth individuals (HNWIs) in the United States of America are using offshore structures to safeguard their wealth.
It is becoming more common, and often advantageous, for trusts to be established under the law of one jurisdiction while being administered from another.
The flexibility and privacy offered by an Isle of Man-incorporated Family Investment Company is particularly appealing to clients who are familiar and comfortable with corporate structures.