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 »

Inheritance Tax Planning

Why is inheritance tax planning needed? Inheritance tax is a one-off payment made on the value of your estate when you pass away and can result in a large amount of your estate being lost in tax payments if it’s not structured to maximise any tax reliefs. By structuring your estate in the right way… Read more »