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How we’ve helped our clients

The Pros of Having a Professional Trustee

The Pros of Having a Professional Trustee

Our Trusts team were appointed as a professional trustee under the Will of a client who wanted to ensure that his adult children were appropriately provided for, but taking into account their differing needs and financial positions.

Continue Reading...
Trusts
What to do with a Will with a Trust

What to do with a Will with a Trust

Our Trusts team were approached by executors who had been appointed as trustees of a Trust that was created by the terms of the Will. They had never acted as trustees before and we were able to help explain to them their role, how the trust works, what their powers and duties are and the tax consequences of the Trust.

Continue Reading...
Trusts
“SAS Daniels LLP  is large enough to have the expertise in-house but not too large to lose the personal touch which is so important to clients. The team is technically extremely capable and all team members have an excellent bedside manner.”

Legal 500, 2018

“The firm’s communication is exceptional and makes for very smooth working.”

Legal 500, 2020

“I have found SAS Daniels very easy to do business with, their website is very clear, introducing their team, the numerous services and expertise that they can offer. Their communication is also very punctual, to the point and most importantly easy to understand. They network well across the team and...”

Richard Haszeldine

“Thanks for all your assistance with this. Circumstances have caused delays all the way with this, but thank you so much for your excellent work, friendly approach and unending patience.”

Gareth Jones

“At SAS Daniels LLP, team head Justine Clowes specialises in mental capacity work, care funding and older client issues. The ‘very knowledgeable and helpful’ Helen Kelly is recommended for her trusts work.”

Legal 500, 2016

How we have helped our clients

The Pros of Having a Professional Trustee

Our Trusts team were appointed as a professional trustee under the Will of a client who wanted to ensure that his adult children were appropriately provided for, but taking into account their differing needs and financial positions. They wanted to...

Read More

What to do with a Will with a Trust

Our Trusts team were approached by executors who had been appointed as trustees of a Trust that was created by the terms of the Will. They had never acted as trustees before and we were able to help explain to...

Read More
Read more case studies

FAQs

In whose name should trust assets be held?

The key thing is that trust assets are registered in the names of all trustees and as a general rule all trustee’s decisions must be unanimous. Ideally, there should also be some designation on the investment or account that the...

Can a trustee also be a beneficiary?

A trustee can also be a beneficiary but problems may arise if there are issues where a conflict of interest may apply. Suitable additional provisions may be required in the trust document to ensure no problems are caused.

Is a trust a separate legal entity?

A Trust does not have separate legal identity such as a company does but it will be separate from a trustee’s own personal affairs and if it is registered at the tax office it will have its own tax reference...

Is there a maximum number of trustees?

The maximum number of trustees that can be registered for property at the Land Registry is four and we would suggest that this is the maximum number of trustees that should be appointed.

Read More
Boris Johnson announced his four-point roadmap out of lockdown this week. What is the Government Response and what… https://t.co/1des9jJOii
by @sasdanielsLLP 2 days ago

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Sectors

News

Feb12

Tim Jordan on Recruiting Staff During a Pandemic

Our Director of Conveyancing, Tim Jordan, featured in Today’s conveyancer discussing how SAS Daniels LLP have successfully recruited new staff during this challenging time. Due to the boom in the housing sector fuelled by factors such as the nine-month-long stamp...Continue Reading
Jan21

Anna Barnes Discusses the Effect of COVID-19 on Business Disputes

Our Head of Commercial Litigation and Partner, Anna Barnes, was approached by Accountancy Today recently to provide her insights on the effect of COVID-19 on business disputes. To find out more, you can read the full article here. If you...Continue Reading
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Blogs

Feb25

Thinking of Raising Funds by Refinancing Your Property?

Over the last few months, there has been a significant increase in the number of new instructions received whereby we are being asked to act for clients who are raising funds by refinancing and securing loans against existing properties that...Continue Reading
Feb24

COVID-19 Spring Announcement – Impact on Employment

On 22nd February 2021, Boris Johnson provided a Spring announcement which included his four-point roadmap out of the UK’s third national lockdown. The Government has also released a 68-page document titled: ‘COVID-19 Response Spring 21’ (“Government Response”). What does this...Continue Reading
View all posts
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SAS Daniels LLP is a limited liability partnership registered in England & Wales with number OC333138. Authorised and regulated by the Solicitors Regulation Authority.

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