Meet the Trusts Team - SAS Daniels LLP

Key Contact

Helen Kelly

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

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Justine Clowes

Job Title: Partner
Location: Macclesfield
Phone: 01625 442148

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Sarah Pull

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

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Vicky Timothy

Job Title: Senior Associate
Location: Stockport
Phone: 0161 475 1209

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Aalia Ijaz

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

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Holly Jones

Job Title: Solicitor
Location: Stockport, Macclesfield, Chester, Congleton
Phone: 01244 305942

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Jayne Heywood

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

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“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

“We need our partners to provide the same level of care and professionalism we would offer to our own clients. That is why we are happy to recommend SAS Daniels.”

John Mortimer, Equilibrium Asset Management

“We always receive quality legal advice for our clients from friendly, knowledgeable people and are very happy to recommend this excellent firm.”

Jon Weston, Chestergate Financial Service

“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 Trusts team are definitely SAS: Small enough to be personal, Able to deal with all sorts of complex trust issues, Seriously professional in everything that they do. Great people to work with.”

Andy Nevett

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

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.

The Business Club Autumn Event 2019

RT @dmuir: Thanks @HITCStudiosUK for looking after us - good luck to all the other finalists @katieisaacson @sasdanielsLLP https://t.co/upn…

by @sasdanielsLLP 6 days ago