Website Cookie Policy

We use cookies to give you the best possible online experience. If you continue, we’ll assume you are happy for your web browser to receive all cookies from our website.
See our cookie policy for more information.

Practice Areas

More Information

thepartners@wrigleys.co.uk

Leeds: 0113 244 6100

Sheffield: 0114 267 5588

FOLLOW WRIGLEYS:

Send us an enquiry
Close

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.

 

"Wrigleys is a force to be reckoned. Lynne Bradey has great experience. Jane Netting is highly focused and very responsive. Ian Potter is very intelligent and really knows the Court of Protection and trusts and Thomas Mundy is a real rising star."

 

Legal 500

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

10 Jul 2020

Furlough fraud

Complaints continue to be received by HMRC about possible furlough fraud by employers.

09 Jul 2020

Considering data protection before testing employees for Covid-19

We consider the ICO’s guidance for organisations conducting testing of employees and provides practical advice for complying with data protection law.

08 Jul 2020

Data Protection Impact Assessments – a quick guide for schools

This article explores the use of DPIAs in schools, when they must be used and tips on undertaking a meaningful assessment of data protection risks.