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:
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Reviewing a client’s tax affairs to advise if a tax return or repayment claim is appropriate and preparing the paperwork as necessary;
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Dealing with HMRC regarding tax payments and repayments;
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Liaising with financial advisers, other third parties and professionals to gather necessary information to review a client’s tax affairs;
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Preparing formal trust accounts, cash reconciliation statements and deputyship annual accounts; and
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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.
'They're a wonderful team of people with diverse skill sets and personalities, and all of them are super focused on the clients.'
Chambers and Partners (2027)
'I found Wrigleys highly professional, efficient, and easy to work with, and I was particularly impressed by Janice Jeffreys, who handled our case. Her sensitivity was much appreciated. Communication was excellent throughout.'
Legal 500 (2027)
Trusts
Wills & Trusts for Vulnerable People
