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.
‘The Court of Protection Team at Wrigleys clearly knows the law, they are proactive, highly competent, focused on the best interests of their clients, efficient, professional, experienced and knowledgeable. It is always a professional pleasure to deal with them on a contested Statutory Will matter’.
Legal 500 (2023)