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Get In Touch

By submitting an enquiry through 'get in touch' your data will only be used to contact you regarding your enquiry. If you would like to receive newsletters from Thomson Snell & Passmore please use the separate form below.

Newsletter Sign Up

'For you' Newsletter'For your business' NewsletterConstruction LawThe DeputyTotaland Law Agriculture & RuralTotaland Law Development & PlanningTotaland Law GeneralTotaland Law Landlord & TenantTotaland Law Property & Finance Workplace Law
I agree to be 'opted in' to receive the Thomson Snell & Passmore communications I have selected above. I understand that this means they will send me relevant content based on the options I have selected. \n\n If you do not wish to receive promotional material from Thomson Snell & Passmore please contact us using the following link: info@ts-p.co.uk

Specialisms & expertise

  • Trust management
  • Trust accounting
  • Trust taxation
  • Trusts created by Will, Deed of Variation and lifetime gifts
  • Trusts for children
  • Private charitable trusts
  • Personal injury trusts.

Client stories & examples of work

  • Setting up the administrative arrangements and dealing with the ongoing management of trusts.
  • Advising trustees about their duties and responsibilities regarding the administration of the trust, the beneficiaries and investment.
  • Taxation of trusts, including advising on possible tax liabilities, preparing and submitting the annual tax return and Inheritance returns, agreeing and arranging for the payment of tax liabilities and providing tax information to beneficiaries.
  • Advising on the appointment of suitable investment advisers and dealing with the appointment.
  • Liaising with the trust investment adviser and trustees regarding the investments.
  • Appointment and retirement of trustees including preparation of deeds and dealing with the transfer of trust assets to the new trustees.
  • Liaising with the trustees and beneficiaries of trusts.
  • Dealing with capital and income distributions to beneficiaries including preparation of documentation.
  • Advising on and dealing with the winding up and distribution of the trust on the termination.

Achievements & other appointments

Sue is a Fellow of the Institute of Legal Executives.

Profile

Sue joined Thomson Snell & Passmore in 1986.

Related Team Members

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Jargon Buster