The Pros of Having a Professional Trustee

Signing Document

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 ensure that there was an impartial trustee with the relevant expertise to ensure that the… Read more »

What to do with a Will with a Trust

Signing Document

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 them their role, how the trust works, what their powers and duties are and the… Read more »

Change of Trustees

As Trusts can continue for a number of years, it may be necessary along the way for a change of trustees to take place. This may be because: A trustee wishes to volunteer to retire; A trustee has died; A trustee is no longer capable of acting; The beneficiaries want to change the trustees. We… Read more »

Helen Kelly

Helen Kelly, Partner at SAS Daniels

I am a Partner and Head of the Trusts team. I assist clients with setting up, administering, varying and terminating all different types of trusts. I also act as a professional trustee. I am STEP (Society of Trust and Estate Practitioners) qualified and am a committee member of the STEP Cheshire branch. I am also the North… Read more »