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:

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

12 Sep 2019

Conservation Covenants – DEFRA's response

The Department for Environment, Food and Rural Affairs has published a response to the consultation on a new the statutory scheme.

12 Sep 2019

Wrigleys Private Client Solicitor named as one of the UK's 'Top 35 Under 35' 2019

Private Client advisor Lucy Hargreaves is celebrating her place on the definitive annual list of young private client practitioners across the UK.

09 Sep 2019

Does an employer have to assert a specific fair reason for dismissal to defend a constructive dismissal claim?

EAT reminds employers and their advisers to be specific.