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thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

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Tax and accounts guidance for trusts and deputyships

Wrigleys’ specialist Trust and Court of Protection Administration Team is experienced in dealing with the tax affairs of trustees, trust beneficiaries and Court of Protection deputyship clients.

The service includes:

  • Reviewing a client’s tax affairs to advise if a tax return or repayment claim is appropriate and preparing the paperwork as necessary;

  • Dealing with HMRC regarding tax payments and repayments;

  • Liaising with financial advisers, other third parties and professionals to gather necessary information to review a client’s tax affairs;

  • Preparing formal trust accounts, cash reconciliation statements and deputyship annual accounts; and

  • Submitting annual accounts to the Office of the Public Guardian on behalf of the deputy.

For further information, please do not hesitate to get in touch.

Members of our team regularly speak at professional conferences and write articles on personal injury trusts, vulnerable beneficiary issues, Court of Protection and care fees issues.

Lisa Eato View Biography

Lisa Eato

Direct Line: 0114 267 5598

Legal Director
Sheffield

Isabel McIver View Biography

Isabel McIver

Direct Line: 0114 267 5588

Solicitor
Sheffield

Meet the team

22 May 2019

Update on how retirement complexes' event fees could affect community-led housing groups

An event fee is a charge made by a landlord on the occurrence of a specified event, for instance, if a tenant sells its lease.

17 May 2019

Severance payments and the academy trust: what you need to know - PART 1

An agreed exit for school staff via a settlement agreement may be trickier than you think…

16 May 2019

Succession planning for diversification projects and land with development 'hope' value

The range of options available, and the importance of acting early with professional input