Meet the Trusts Team - SAS Daniels LLP

Key Contact

Helen Kelly

Job Title: Partner
Location: Stockport
Phone: 0161 475 7685
Mobile: 07967 706 695

More about Helen Email Helen

Vicky Timothy

Job Title: Partner
Location: Stockport
Phone: 0161 475 1209

More about Vicky Email Vicky

Sarah Pull

Job Title: Senior Associate
Location: Stockport
Phone: 0161 475 7689

More about Sarah Email Sarah

Aalia Ijaz

Job Title: Associate
Location: Stockport
Phone: 0161 475 1218

More about Aalia Email Aalia

Holly Jones

Job Title: Solicitor
Location: Chester
Phone: 01244 305942

More about Holly Email Holly

Rebecca Hall

Job Title: Legal Secretary
Location: Stockport
Phone: 0161 475 1238

More about Rebecca Email Rebecca

Jayne Heywood

Job Title: Legal Secretary
Location: Stockport
Phone: 0161 475 7687

More about Jayne Email Jayne

“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

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

Legal 500, 2020

“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

How we have helped our clients

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...

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...

FAQs

Can a trustee be held personally liable?

Yes – if a trustee acts outside the remit of his powers then he may be held personally liable for any loss arising from this breach of Trust!

What is the difference between Executors and Trustees?

Executors are the people you appoint to deal with the administration of your estate after you have died. Trustees are the people you appoint to administer any ongoing trusts contained in your will. Both roles can be fulfilled by the...

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...

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.

A Non-Disclosure Agreement is commonly used to protect confidential information being disclosed either publically o… https://t.co/pP9HbuE8jZ

by @sasdanielsLLP 1 day ago