Meet the Trusts Team - SAS Daniels LLP

Key Contact

Helen Kelly

Job Title: Partner
Location: Stockport
Phone: 0161 475 7685

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Vicky Timothy

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

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Sarah Pull

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

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Aalia Ijaz

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

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Holly Jones

Job Title: Solicitor
Location: Chester
Phone: 01244 305942

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Rebecca Hall

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

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Darren Smith

Job Title: Paralegal
Location: Macclesfield
Phone: 01625 442143

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Jayne Heywood

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

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“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

“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... Read more”

Richard Haszeldine

“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

“I would like to say thank you Holly, this stressful journey has been made possible thanks to your patience and professional work. I am so grateful and appreciate everything you have done for us. To work so efficiently under challenging circumstances, it was surprisingly smooth! I am forever thankful to... Read more”

Anonymous, 2021

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

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.

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.

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...

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