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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Rebecca Hall

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

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Jayne Heywood

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

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Darren Smith

Job Title: Paralegal
Location: Macclesfield
Phone: 01625 442143

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“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

“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

“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 Testimonial For Holly, 2021

“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

“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

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 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...

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...

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...

Our employment seminars have returned! This week we met our clients in the Stockport and Macclesfield areas to talk... View tweet

by @sasdanielsLLP 2 days ago