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.

‘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)

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

Associate
Sheffield

Meet the team

29 Feb 2024

Revisions to the National Planning Policy Framework – A step in the right direction for community-led housing?

Here we examine the latest planning policy revisions in England and Wales and their implications for community-led housing proposals.

29 Feb 2024

Neuroinclusion at work – a new resource from the CIPD

New guidance highlights need to embed inclusive practices to support neurodiverse staff.

28 Feb 2024

EHRC releases menopause in the workplace guidance for employers

Guidance is latest in line of efforts to raise awareness of the impact of the menopause at work.