Personal Tax Advice

What is personal tax advice and how can it help you? The tax rules enforced by HM Revenue and Customs (HMRC) can appear daunting at first. With the right advice it doesn’t have to be so daunting and you can feel relaxed and reassured that your HMRC responsibilities and any reporting is taken care of…. Read more »

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 »

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 »