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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“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

“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

“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 have been a great help ensuring our clients have had the appropriate legal advice for their trustee requirements. Their knowledge and appetite for detail is what sets them aside from the rest.”

Nick Heys, Financial Planning Director, Freedom Financial Planning

“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

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...

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...

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...

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...

What is a settlor?

The settlor is a person who creates a trust by passing assets to the trustees. Trusts can also be called settlements and this is where the term derives.

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.

Thinking about creating a #prenuptial agreement but unsure of how they work? Our Solicitor, Cheryl Haywood, sums up… https://t.co/rjfdJlfEzb

by @sasdanielsLLP 4 days ago

Meet the Team